Added to YB: 2026-07-29
Pitch date: 2026-07-26
WULF [neutral]
TeraWulf Inc.
-13.6%
current return
Author Info
No bio for this author
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Company Info
TeraWulf Inc., together with its subsidiaries, owns, develops, operates digital infrastructure in the United States.
Market Cap
$8.1B
Pitch Price
$18.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.82
P/E
-3.60
EV/Sales
64.87
Sector
Software
Category
growth
Show full summary:
TeraWulf (WULF) - Anthropic Lease Analysis
WULF (update): Anthropic 20yr, 401MW, $19B co-lo lease at Hawesville KY brownfield site. ~$707M initial rent, 85% NOI margin, 13% YoC vs 6% cap = 7% dev spread. Unlevered IRR 13.9%, 3.5x MOIC; levered 28.9% IRR, 9.9x MOIC (zero terminal). Post-stabilization equity ~$5.8B. NVDA/AMZN/GOOG IG backstop pending. Expansion to 1GW + platform re-rating upside.
Read full article (15 min)