Harvest Portfolios Group Inc. Buys 107,723 Shares of TeraWulf Inc. $WULF

Harvest Portfolios Group Inc. boosted its stake in TeraWulf Inc. (NASDAQ:WULF) by 62.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 279,178 shares of the company’s stock after purchasing an additional 107,723 shares during the quarter. Harvest Portfolios Group Inc.’s holdings in TeraWulf were worth $3,188,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Nisa Investment Advisors LLC raised its position in shares of TeraWulf by 135.6% during the 2nd quarter. Nisa Investment Advisors LLC now owns 6,575 shares of the company’s stock valued at $29,000 after buying an additional 3,784 shares in the last quarter. Steward Partners Investment Advisory LLC lifted its stake in TeraWulf by 265.3% during the second quarter. Steward Partners Investment Advisory LLC now owns 6,609 shares of the company’s stock worth $29,000 after purchasing an additional 4,800 shares during the last quarter. Advisors Asset Management Inc. boosted its holdings in shares of TeraWulf by 68.4% in the 2nd quarter. Advisors Asset Management Inc. now owns 6,767 shares of the company’s stock worth $30,000 after purchasing an additional 2,748 shares in the last quarter. Comerica Bank increased its position in shares of TeraWulf by 3,748.5% during the 1st quarter. Comerica Bank now owns 12,700 shares of the company’s stock valued at $35,000 after purchasing an additional 12,370 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC bought a new position in shares of TeraWulf during the 2nd quarter valued at about $41,000. Hedge funds and other institutional investors own 62.49% of the company’s stock.

TeraWulf News Summary

Here are the key news stories impacting TeraWulf this week:

• Positive Sentiment: Analysts raised targets and reiterated bullish ratings — Rosenblatt raised its target to $23 with a “buy” rating, implying meaningful upside, and Cantor Fitzgerald raised its target to $24 with an “overweight” rating. These upgrades signal continued analyst confidence in the company’s pivot to HPC. Benzinga
• Positive Sentiment: Management has secured very large long‑term HPC leases (reported as $12.8B), providing a visible revenue backlog to support the AI/data‑center pivot. This contract visibility is a major potential revenue driver if execution continues. Zacks
• Positive Sentiment: Underlying HPC economics look strong — analysts highlighted ~77% HPC segment margins and valuation upside versus peers (CoreWeave), suggesting TeraWulf could materially re‑rate if growth and margin execution hold. Seeking Alpha
• Neutral Sentiment: Company scheduled a lender construction update call for its WULF Compute subsidiary, which will provide more detail on build timing and financing — useful for assessing execution risk but not an immediate earnings driver. GlobeNewswire
• Neutral Sentiment: Market writeups and earnings‑call highlights summarize the strategic AI/data‑center pivot — helpful context for longer‑term investors but do not change near‑term cash flow. Investing.com
• Negative Sentiment: Q4 results disappointed: EPS missed materially (company reported a larger loss than expected) and revenue came in below consensus — the headline miss triggered negative near‑term sentiment and selling pressure. Zacks
• Negative Sentiment: Reported results were distorted by a large non‑cash warrant revaluation (~$429.8M), which widened the reported loss — this reduces reported earnings clarity and drove short‑term headline risk even if cash operations look better. Seeking Alpha
• Negative Sentiment: Multiple outlets flagged the company “missed big” on Q4 and the stock reacted to the combination of misses, high leverage metrics, and execution risk during the transition away from legacy Bitcoin mining. 247WallStreet

Analysts Set New Price Targets

Several brokerages have issued reports on WULF. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of TeraWulf in a research note on Monday, December 29th. Cantor Fitzgerald lifted their target price on shares of TeraWulf from $18.00 to $24.00 and gave the stock an “overweight” rating in a research report on Friday. B. Riley Financial upped their price target on shares of TeraWulf from $22.00 to $23.00 and gave the company a “buy” rating in a research report on Wednesday, November 12th. Rosenblatt Securities lifted their price objective on TeraWulf from $20.00 to $23.00 and gave the stock a “buy” rating in a report on Friday. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $21.00 price objective on shares of TeraWulf in a research report on Tuesday, February 3rd. Twelve equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $20.69.

TeraWulf Stock Down 9.3%

Shares of NASDAQ:WULF opened at $16.22 on Friday. The firm has a market capitalization of $6.79 billion, a P/E ratio of -9.95 and a beta of 3.69. The company has a debt-to-equity ratio of 4.45, a quick ratio of 1.03 and a current ratio of 1.03. The stock has a 50 day moving average price of $14.15 and a 200-day moving average price of $12.89. TeraWulf Inc. has a 52-week low of $2.06 and a 52-week high of $18.51.

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.