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TeraWulf stock has delivered a very large 3 year return while its latest valuation checks still flag it as expensive. As a result, the recent AI data center pivot is colliding with a low value score that suggests the current price leaves little room for missteps. Over the past 3 years, TeraWulf has returned about 610%, which puts clear pressure on whether today's share price already reflects the AI infrastructure opportunity. The 20 year, approximately US$19b lease agreement with Anthropic...

Bernstein reaffirmed its Outperform rating and $36 price target on TeraWulf (Nasdaq: WULF) after the Bitcoin miner signed a 20-year, roughly $19 billion lease with AI developer Anthropic and sold its majority stake in the Abernathy joint venture. TeraWulf shares were down 10.47% intraday, near ...

TeraWulf has signed a 20-year lease with Anthropic for a 401 MW AI data center campus at its Justified Data site in Hawesville, Kentucky, locking in approximately $19 billion in contracted revenue, a figure that exceeds the bitcoin miner’s entire current market cap of roughly $12 billion. The deal forces ...

TeraWulf Inc (NASDAQ:WULF) shares are pulling back Tuesday, even as two Wall Street analysts raised their price targets following the company’s $19 billion Anthropic data center lease. Here’s what you should know. TeraWulf stock is feeling bearish pressure. Why is WULF stock dropping? TeraWulf Signs Long-Term Lease With Anthropic TeraWulf announced a 20-year lease agreement with Anthropic at its Justified Data campus in Hawesville, Kentucky, expected to generate around $19 billion in contracted

Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%

KBW analyst Stephen Glagola says the 401 MW Anthropic lease at Hawesville produces roughly $19 billion in contracted revenue, with duration driving economics above expectations, but financing hinges on an…

The deal follows TeraWulf's acquisition of Century's former Kentucky smelter, which is being redeveloped into a large-scale AI data-center campus.

TeraWulf Inc. (NASDAQ:WULF) is one of the top 10 AI stocks that will skyrocket. On June 29, Citi initiated its coverage of the stock with a target price of $36, which yields more than 45% upside potential at the present level. The firm assigned a Buy rating, based on the company’s expansion into HPC solutions […]

TeraWulf’s updated analyst work now points to a fair value estimate of US$36.32 per share, up from US$26.17, representing a sizeable reset in the modeled price target. Much of this shift is being linked to Street research that focuses on TeraWulf’s move toward high performance compute and large scale power development, as well as the role of its multi gigawatt pipeline in shaping growth expectations and risk views. As you read on, you will see how to follow this evolving narrative and what to...

Analysts at Wall Street brokerage Bernstein have maintained their price target on TeraWulf’s (NASDAQ: $WULF) ...

TeraWulf surges after massive 20-year AI lease sparks investor frenzy

TeraWulf (WULF) drew fresh attention after announcing a 20 year, US$19b lease with Anthropic for its Kentucky data center campus, marking a shift that positions the company as an AI infrastructure landlord. See our latest analysis for TeraWulf. The Anthropic agreement arrives after a volatile stretch for TeraWulf, with the stock down 13.17% on a 7 day share price return but still showing a 74.33% year to date share price return and a very large 3 year total shareholder return. This suggests...

TeraWulf has signed a 20-year lease agreement with Anthropic valued at $19 billion.

TeraWulf shares jumped on July 6 after the company landed a major artificial intelligence infrastructure customer. TeraWulf (WULF) announced a 20-year lease with Anthropic at its Justified Data campus in Hawesville, Kentucky. The agreement is expected to generate about $19 billion in contracted ...

The leading AI model builders are relentless in their pursuit of power and compute.

In early July 2026, TeraWulf announced that its subsidiary Raylan Data LLC entered a 20-year Justified Data Campus lease with Anthropic, committing approximately 401 MW of critical IT load at its Hawesville, Kentucky data center campus and targeting about US$19.00 billions in contracted revenue over the initial term. The agreement signals a shift in TeraWulf’s business mix, as it leans into long-duration, high-performance computing infrastructure for artificial intelligence alongside selling...

TeraWulf has signed a $19 billion, 20-year deal with Anthropic, and it is also selling stake in its Abernathy, Texas JV with Fluidstack for $530 million.

Today, July 6, 2026, the Bitcoin miner pivots toward long-term AI infrastructure revenue through a 20-year contracted partnership.

Terawulf shares rally on a $19 billion multi-year deal with Anthropic. Wall Street continues to see significant further upside in WULF shares.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why

Anthropic and Terawulf signed a $19 billion, 20-year deal

TeraWulf (NASDAQ:WULF) shares rose 13% on Monday after the company announced a long-term artificial intelligence infrastructure lease with Anthropic alongside the sale of a majority stake in a joint venture, moves that significantly expand contracted revenue while recycling capital into new...

The Nasdaq Composite and S&P 500 Index were up in late-morning trading Monday, as tech stocks rose b

TeraWulf expects to initially generate about $19 billion in contracted revenue from the Anthropic lease, with the first power delivery expected in the second half of 2026.

TeraWulf's 20-year lease deal with Anthropic is expected to generate $19 billion in revenue—and major Bitcoin mining stocks are surging.

TeraWulf (WULF) shares spiked Monday after the digital infrastructure developer said it secured a 20

TeraWulf expects roughly $19 billion in contracted revenue from the Anthropic lease at its Justified Data campus in Kentucky, while the Abernathy sale recycles capital into wholly owned AI infrastructure.

News of the deal lifted neocloud stocks, which had taken a beating over the past week. Terawulf spiked more than 15%.

Artificial intelligence (A.I.) startup company Anthropic has signed a 20-year lease to use a TeraWulf (NASDAQ: $WUL...