TeraWulf (WULF) is down 4.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The decline appears most consistent with broader weakness in bitcoin and crypto-adjacent equities, which often moves mining and HPC-hybrid names like TeraWulf in tandem. The pullback also comes ahead of the company’s upcoming quarterly results, when traders sometimes reduce exposure and lock in gains, amplifying day-to-day volatility.
Details:
Sources:
TeraWulf Investor Relations, Associated Press, Barron's
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$WULF Insider Trading Activity
$WULF insiders have traded $WULF stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $WULF stock by insiders over the last 6 months:
- CATHERINE J. MOTZ sold 52,942 shares for an estimated $584,214
- MICHAEL C. BUCELLA purchased 4,178 shares for an estimated $50,177
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$WULF Hedge Fund Activity
We have seen 251 institutional investors add shares of $WULF stock to their portfolio, and 180 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 9,162,958 shares (+37.4%) to their portfolio in Q4 2025, for an estimated $105,282,387
- POINT72 ASSET MANAGEMENT, L.P. added 6,157,677 shares (+2843.2%) to their portfolio in Q4 2025, for an estimated $70,751,708
- TWO SIGMA ADVISERS, LP removed 5,769,800 shares (-73.0%) from their portfolio in Q4 2025, for an estimated $66,295,002
- TWO SIGMA INVESTMENTS, LP removed 4,729,991 shares (-54.5%) from their portfolio in Q4 2025, for an estimated $54,347,596
- CITADEL ADVISORS LLC added 4,546,044 shares (+147.8%) to their portfolio in Q4 2025, for an estimated $52,234,045
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,758,214 shares (-92.7%) from their portfolio in Q4 2025, for an estimated $43,181,878
- JPMORGAN CHASE & CO removed 3,751,670 shares (-83.8%) from their portfolio in Q4 2025, for an estimated $43,106,688
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$WULF Analyst Ratings
Wall Street analysts have issued reports on $WULF in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/03/2026
- Cantor Fitzgerald issued a "Overweight" rating on 12/23/2025
- B. Riley Securities issued a "Buy" rating on 11/12/2025
- Rosenblatt issued a "Buy" rating on 10/29/2025
- Oppenheimer issued a "Outperform" rating on 10/28/2025
- JMP Securities issued a "Market Outperform" rating on 10/21/2025
- Roth Capital issued a "Buy" rating on 09/25/2025
To track analyst ratings and price targets for $WULF, check out Quiver Quantitative's $WULF forecast page.
$WULF Price Targets
Multiple analysts have issued price targets for $WULF recently. We have seen 10 analysts offer price targets for $WULF in the last 6 months, with a median target of $21.25.
Here are some recent targets:
- John Todaro from Needham set a target price of $21.0 on 02/03/2026
- Bill Papanastasiou from Keefe, Bruyette & Woods set a target price of $24.0 on 12/31/2025
- Brett Knoblauch from Cantor Fitzgerald set a target price of $18.0 on 12/23/2025
- Nick Giles from B. Riley Securities set a target price of $23.0 on 11/12/2025
- Chris Brendler from Rosenblatt set a target price of $24.0 on 11/11/2025
- Jason N. Butler from Citizens set a target price of $22.0 on 10/29/2025
- Timothy Horan from Oppenheimer set a target price of $20.0 on 10/28/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
