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: 23.580
Low
17.00
Averages
21.93
High
26.00
Current: 23.580
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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- Operational Capacity Increase: On July 1, 2026, Applied Digital placed Phase 1 of the second building at Polaris Forge 1 into service, adding 75 megawatts of operational capacity and bringing the campus total to 175 megawatts, although this remains below the 400 megawatts leased, highlighting significant future revenue potential.
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See More
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- Buy Rating Initiated: Citi has initiated coverage on TeraWulf with a buy rating and a price target of $36, indicating a 39.4% upside from Friday's close, reflecting strong analyst confidence in the stock's future performance.
- Stock Surge: TeraWulf's stock has soared over 500% in the past year, transitioning from a cryptocurrency mining focus to providing energy infrastructure for high-performance computing systems, showcasing the company's adaptability and growth potential in emerging markets.
- Strong Market Demand: Analyst Michael Rollins noted that despite supply constraints for large-scale deployments, demand for high-performance computing (HPC) remains robust, with TeraWulf developing 250-500 MW of data center capacity by repurposing industrial real estate for HPC and AI workloads.
- Risks and Opportunities: While there are risks related to project completion and funding, Citi believes TeraWulf's valuation does not yet reflect its multi-year growth opportunities, and the stock is generally viewed positively, with all 17 analysts covering it rating it a buy or strong buy.
See More
