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Why TeraWulf Stock Moved Higher Today

Investivoq PriceTracker

TeraWulf (WULF) is up 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued buying around TeraWulf’s recent AI and high-performance computing expansion announcements, rather than a brand-new company filing on October 26, 2026. Investors are still digesting the company’s larger contracted power footprint in Kentucky, its long-duration customer pipeline, and the setup into its November 6, 2026 earnings report. This could also be because the stock is rebounding with sentiment around AI-linked digital infrastructure names after a volatile stretch.

Details:

  • On October 5, TeraWulf said it expanded contracted power at its Muskie Data Campus in Kentucky to 1 gigawatt, while pulling forward the second 500 MW phase into 2029.
  • In August, the company said Kentucky regulators approved a 482 MW power agreement for its Justified Data Campus, reinforcing a key part of its Kentucky buildout.
  • Second-quarter results showed 102 MW of revenue-generating critical IT capacity online at Lake Mariner, with another 336 MW under construction.
  • TeraWulf also said it signed a 20-year lease for about 401 MW at Justified and outlined roughly $19 billion of contracted revenue over the initial term, giving investors a larger long-term AI hosting narrative to price in.

    • Sources:

    TeraWulf Investor Relations, SEC, Yahoo Finance

    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 Insider Trades

    $WULF insiders have traded $WULF stock on the open market 14 times in the past 6 months. Of those trades, 3 have been purchases and 11 have been sales.

    Here’s a breakdown of recent trading of $WULF stock by insiders over the last 6 months:

    • PAUL B. PRAGER (Chief Executive Officer) has made 0 purchases and 9 sales selling 825,000 shares for an estimated $18,885,517.
    • WALTER E. CARTER sold 130,626 shares for an estimated $1,977,808
    • CATHERINE J. MOTZ sold 56,023 shares for an estimated $997,943
    • MICHAEL C. BUCELLA has made 3 purchases buying 11,968 shares for an estimated $189,916 and 0 sales.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $WULF Hedge Fund Activity

    We have seen 288 institutional investors add shares of $WULF stock to their portfolio, and 204 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • D. E. SHAW & CO., INC. removed 12,107,217 shares (-78.2%) from their portfolio in Q2 2026, for an estimated $299,048,259
    • FMR LLC added 9,654,559 shares (+201.6%) to their portfolio in Q2 2026, for an estimated $238,467,607
    • MARSHALL WACE, LLP removed 7,953,356 shares (-84.8%) from their portfolio in Q2 2026, for an estimated $196,447,893
    • MORGAN STANLEY added 5,964,209 shares (+100.6%) to their portfolio in Q2 2026, for an estimated $147,315,962
    • BLACKROCK, INC. removed 4,749,097 shares (-16.9%) from their portfolio in Q2 2026, for an estimated $117,302,695
    • NORGES BANK added 4,459,627 shares (+1116.0%) to their portfolio in Q2 2026, for an estimated $110,152,786
    • VALUE ALIGNED RESEARCH ADVISORS, LLC added 4,414,903 shares (+56.3%) to their portfolio in Q2 2026, for an estimated $109,048,104

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $WULF Price Targets

    Multiple analysts have issued price targets for $WULF recently. We have seen 9 analysts offer price targets for $WULF in the last 6 months, with a median target of $33.0.

    Here are some recent targets:

    • Stephen Byrd from Morgan Stanley set a target price of $72.0 on 07/08/2026
    • Chris Brendler from Rosenblatt set a target price of $30.0 on 07/07/2026
    • John Todaro from Needham set a target price of $33.0 on 07/07/2026
    • Michael Rollins from Citigroup set a target price of $36.0 on 06/29/2026
    • Michael Funk from B of A Securities set a target price of $34.0 on 06/15/2026
    • Nick Giles from B. Riley Securities set a target price of $32.0 on 05/27/2026
    • Jonathan Petersen from Jefferies set a target price of $28.0 on 05/14/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.