Vestor Capital LLC Invests $1.95 Million in TeraWulf Inc. $WULF

Vestor Capital LLC acquired a new position in TeraWulf Inc. (NASDAQ:WULF) during the 1st quarter, according to its most recent filing with the SEC. The fund acquired 135,440 shares of the company’s stock, valued at approximately $1,954,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in TeraWulf by 37.4% during the 4th quarter. Vanguard Group Inc. now owns 33,643,009 shares of the company’s stock valued at $386,558,000 after acquiring an additional 9,162,958 shares in the last quarter. Voloridge Investment Management LLC purchased a new stake in shares of TeraWulf in the third quarter valued at about $69,006,000. Wellington Management Group LLP grew its position in shares of TeraWulf by 36,193.2% in the third quarter. Wellington Management Group LLP now owns 3,901,878 shares of the company’s stock valued at $44,559,000 after purchasing an additional 3,891,127 shares during the last quarter. Jennison Associates LLC purchased a new position in shares of TeraWulf during the 1st quarter worth approximately $53,418,000. Finally, Marshall Wace LLP increased its stake in shares of TeraWulf by 574.2% during the 4th quarter. Marshall Wace LLP now owns 3,186,200 shares of the company’s stock worth $36,609,000 after purchasing an additional 2,713,587 shares in the last quarter. 62.49% of the stock is owned by institutional investors and hedge funds.

TeraWulf News Summary

Here are the key news stories impacting TeraWulf this week:

• Positive Sentiment: The Federal Energy Regulatory Commission approved TeraWulf’s subsidiary purchase of Morgantown Power, a former Maryland power plant. The acquisition is expected to provide power capacity for a planned AI campus and removes an important regulatory hurdle for the company’s data-center pivot. FERC approves TeraWulf purchase of former Maryland power plant for AI campus
• Positive Sentiment: The approval drove a sharp intraday rally in WULF, with trading volume above its recent average, as investors focused on the potential value of its power assets and AI data-center development pipeline. Why Is TeraWulf Stock Surging on Thursday?
• Positive Sentiment: Chardan Capital initiated coverage with a Buy rating and a $32 price target, implying substantial upside based on expectations for TeraWulf’s AI-infrastructure opportunity. Chardan Capital coverage of TeraWulf
• Neutral Sentiment: TeraWulf’s rally is part of a broader rebound in Bitcoin-miner companies repositioning themselves as AI and high-performance-computing infrastructure providers. The sector trend may support sentiment, but it also leaves the stock exposed to shifts in investor appetite for speculative data-center names. TeraWulf and Cipher Digital are up 50% in 2026
• Negative Sentiment: Analysts cautioned that WULF looks expensive relative to sales, while Keefe, Bruyette & Woods issued a pessimistic forecast. These concerns highlight the gap between the stock’s growth expectations and its current financial performance. TeraWulf Stock Looks Strong On Returns But Rich On Sales
• Negative Sentiment: Ahead of the upcoming quarterly report, Zacks expects earnings to decline and sees limited indicators for a likely earnings beat. TeraWulf’s previous quarter included a significant EPS miss and sharply negative margins, keeping execution and financing risks in focus. Earnings Preview: TeraWulf Q2 Earnings Expected to Decline

Insider Buying and Selling at TeraWulf

In other news, CEO Paul B. Prager sold 166,650 shares of the firm’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $24.43, for a total transaction of $4,071,259.50. Following the sale, the chief executive officer owned 4,249,202 shares in the company, valued at $103,808,004.86. This trade represents a 3.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 15.90% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. Rosenblatt Securities reaffirmed a “buy” rating and issued a $30.00 target price on shares of TeraWulf in a research note on Wednesday, July 15th. B. Riley Financial raised their price target on TeraWulf from $27.00 to $32.00 and gave the stock a “buy” rating in a research report on Wednesday, May 27th. Keefe, Bruyette & Woods dropped their price target on TeraWulf from $33.00 to $30.00 and set an “outperform” rating for the company in a research report on Tuesday. Jefferies Financial Group began coverage on TeraWulf in a report on Thursday, May 14th. They issued a “buy” rating and a $28.00 price target for the company. Finally, Morgan Stanley upped their price objective on TeraWulf from $66.50 to $72.00 and gave the company an “overweight” rating in a research report on Wednesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, TeraWulf presently has a consensus rating of “Moderate Buy” and a consensus target price of $34.29.

TeraWulf Stock Performance

Shares of WULF opened at $17.82 on Friday. The company has a debt-to-equity ratio of 33.00, a quick ratio of 1.20 and a current ratio of 1.20. The company has a market capitalization of $8.83 billion, a price-to-earnings ratio of -7.19 and a beta of 3.73. The company’s 50 day simple moving average is $23.38 and its 200 day simple moving average is $19.31. TeraWulf Inc. has a 1 year low of $4.64 and a 1 year high of $29.84.

TeraWulf (NASDAQ:WULF) last released its earnings results on Friday, May 8th. The company reported ($1.01) EPS for the quarter, missing the consensus estimate of ($0.19) by ($0.82). The firm had revenue of $34.01 million during the quarter, compared to analysts’ expectations of $34.69 million. TeraWulf had a negative return on equity of 305.07% and a negative net margin of 611.46%.The firm’s revenue was down 1.1% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.16) earnings per share. On average, sell-side analysts predict that TeraWulf Inc. will post -1.09 EPS for the current year.

About TeraWulf

TeraWulf, Inc (NASDAQ: WULF) is a digital asset infrastructure company focused on the development and operation of zero-carbon bitcoin mining facilities. The company integrates sustainable power generation with high-density data center technologies to deliver environmentally responsible digital asset mining services. Its core business revolves around designing, building and operating large-scale mining projects powered exclusively by renewable or emissions-free energy sources.

One of TeraWulf’s flagship projects is “Project Nautilus,” located in Tompkins County, New York, which harnesses hydroelectric power sourced from the New York State Electric & Gas (NYSEG) grid.