WULF Shares Rise After Trump's Commitment to AI Energy – Retail Interest Soars Ahead of Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Source: stocktwits
Trump's New Initiative: During his State of the Union address, President Trump announced a new 'Rate Payer Protection Pledge' aimed at requiring major tech companies to establish their own plants to provide power for AI-HPC workloads.
Market Reactions: Following Trump's announcement, shares of TerraWulf (WULF) saw significant gains, with a nearly 12% increase, as investors speculated on the potential impact of the new AI energy pledge.
Earnings Expectations: TerraWulf is expected to report a revenue of $44 million, reflecting a year-on-year growth of over 26%, despite anticipated adjusted losses of $0.17 per share.
Stock Performance: WULF's stock has shown strong performance, gaining nearly 50% year-to-date and approximately 330% over the past 12 months, with analysts noting a positive sentiment around its future valuations.
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Analyst Views on WULF
Wall Street analysts forecast WULF stock price to fall
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 28.010
Low
17.00
Averages
21.93
High
26.00
Current: 28.010
Low
17.00
Averages
21.93
High
26.00
About WULF
TeraWulf Inc. develops, owns, and operates digital infrastructure platforms that support artificial intelligence (AI), high-performance computing (HPC), and other compute-intensive workloads. The Company uses power infrastructure, grid connectivity, and development sites to provide capacity for data center and compute deployments. The Company operates in energy markets and grid integration and provides infrastructure for AI and computing workloads in the United States. The Company operates through two segments: Digital Asset Mining and HPC Leasing. Digital Asset Mining consists of providing hash computation services to a mining pool operator facilitating transaction validation on the global bitcoin network using its fleet of application-specific integrated circuit miners. HPC Leasing consists of providing high-density colocation services to third parties for HPC operations. Its subsidiaries include Akela Data LLC, Big Country Wulf LLC, Lake Hawkeye LLC, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Coverage Initiation: Bank of America initiated coverage of TeraWulf (WULF) with a ‘Buy’ rating and a $34 price target on Monday, indicating a potential upside of approximately 26%, reflecting confidence in the company's strategic pivot.
- Strategic Shift: Analyst Michael Funk highlighted TeraWulf's transition from volatile Bitcoin mining to high-performance computing infrastructure, with expectations to achieve 1.8 to 3.0 gigawatts of IT load capacity by 2030 to meet growing AI demands.
- Revenue Structure Change: In TeraWulf's first-quarter results, high-performance computing lease revenue surpassed Bitcoin mining revenue for the first time, with total revenue of $34 million, of which $21 million came from HPC, indicating a successful business model transformation.
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See More
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See More
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- Agreement Signing Status: Over the past two years, miners have signed 17 agreements worth more than $110 billion, providing approximately 6 gigawatts of power capacity, which accounts for about 10% of all AI data centers currently under construction in the U.S., highlighting miners' critical role in AI infrastructure.
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See More
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