TeraWulf Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
18analysts covering
FY EPS (est.)
-$0.48next fiscal year
Monitoring Framework
Key Performance Indicators
Energized HPC Critical IT Capacity Quarterly60.0Target: 522 MW contracted capacity by year-end 2026
HPC Lease Revenue Quarterly21MTarget: Transitioning to majority recurring contracted revenue
Total Cash and Restricted Cash Liquidity Quarterly3.1BTarget: Maintain robust liquidity to fund multi-GW development pipeline
Annual HPC Capacity Signings Target AnnuallyTarget: 250 MW to 500 MW
Watch Items
- Execution gap between contracted 522 MW and 2.3 GW total platform capacityTrigger: Delays in construction of CB-3, CB-4, or CB-5 at Lake MarinerAction: Re-evaluate capital expenditure allocation and adjust 2026/2027 revenue ramp models.
- Customer signing for the Hawesville, Kentucky siteTrigger: Failure to secure an anchor tenant or announce development progress for the Hawesville, Kentucky site to support the annual target of 250–500 MW of new contracted capacity.Action: Re-evaluate the development timeline for the Hawesville, Kentucky site and adjust long-term growth projections for contracted capacity.
Research as of 2 Sep 2026