WULF TERAWULF INC.

BEARISH Impact: 8/10 8-K
Horizon months Filed Apr 16, 2026 Processed 1mo ago SEC 0001104659-26-044387
8-K material event: Items 1.01
Latest settled — T+20d ⚠ clustered
WULF ▲ +17.10% at T+20d
SHORT call ✗ call lost -17.10% · α vs SPY -11.73% · entry $20.64 → $24.17
Next anchor: T+60d in 5w
Currently $25.30 · -22.58% from $20.64 entry (call sign-flipped)
Entry anchored
Apr 16, 03:59 PM ET
via Databento tick
T+1d
-0.68%
call +0.68% · α +0.49%
$20.50
settled 8w ago
T+5d
-3.05%
call +3.05% · α +3.61%
$20.01
settled 7w ago
T+20d
+17.10%
call -17.10% · α -11.73%
$24.17
settled 27d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

TeraWulf Inc. completed a $1.04 billion public offering of 54.51 million shares at $19.00 per share, including full exercise of the underwriters' option. The proceeds will fund construction of a data center in Hawesville, Kentucky, repay a bridge loan, and support future site acquisitions and general corporate purposes. This follows two prior capital raises totaling approximately $1.68 billion, indicating a pattern of significant dilutive financing.

Key Financial Metrics

Deal Value
$1.0B

Actionable Insight

The massive capital raise following two prior offerings suggests the company is aggressively funding expansion but at significant shareholder dilution. Combined with insider selling exceeding buys by 60:1, this indicates potential lack of confidence from insiders. Traders should monitor whether the Hawesville data center construction delivers returns that justify this level of dilution, and watch for further capital raises given the company's apparent need for substantial funding.

Key Facts

  • TeraWulf raised approximately $1.04 billion through issuance of 54,510,000 shares at $19.00 per share
  • Proceeds will fund construction of a data center in Hawesville, Kentucky, repay bridge loan, and support future site acquisitions
  • This offering follows two prior capital raises totaling approximately $1.68 billion within the past week
  • Recent insider activity shows $4.5 million in sales versus $75,000 in buys over the past 30 days
  • The company has raised approximately $2.72 billion in capital through dilutive offerings in a short timeframe

Financial Impact

Raised $1.04 billion through issuance of 54.51 million shares at $19.00 per share, bringing total recent capital raises to approximately $2.72 billion

dilutiondebtcash

Risk Factors

  • Significant shareholder dilution from raising approximately $2.72 billion in capital in a short period
  • Execution risk in constructing the Hawesville data center on time and within budget
  • Potential for further dilutive capital raises if additional funding is needed
  • Insider selling exceeding insider buying by a 60:1 ratio suggests lack of confidence from company insiders

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-044387
Document: tm2611661d9_8k.htm0001104659-26-044387
Document: tm2611661d9_ex99-1.htm0001104659-26-044387
Document: tm2611661d9_ex5-1.htm0001104659-26-044387
Document: 0001104659-26-044387-index-headers.html0001104659-26-044387
Document: 0001104659-26-044387-index.html0001104659-26-044387
Document: 0001104659-26-044387.txt0001104659-26-044387
12 reports for WULF
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+1▲ +4.61%Mar 17, 2026
Filters
Rows
Reports for WULF — sortable, filterable
Type Now
May 26, 2026
14d ago
8-K
NEUTRAL ★ 5/10
$25.18 $25.66▲ +1.91%▲ +0.82%$25.30 (+0.48%)
May 8, 2026
4w ago
8-K
BEARISH ★ 7/10
$23.39 $24.17▼ −3.33%▼ −1.87%$25.30 (−8.17%)
May 8, 2026
4w ago
Press Release
BEARISH ★ 7/10
$23.39 $24.17▼ −3.33%▼ −1.87%$25.30 (−8.17%)
Apr 30, 2026
5w ago
Press Release
NEUTRAL ★ 2/10
$21.73 $25.74▲ +18.45%▲ +16.73%$25.30 (+16.43%)
Apr 16, 2026
7w ago
8-K
BEARISH ★ 8/10
$20.64 $20.01▲ +3.05%▲ +3.61%$25.30 (−22.58%)
Apr 16, 2026
7w ago
424B5
BEARISH ★ 8/10
$19.31 $20.37▼ −5.49%▼ −4.51%$25.30 (−31.02%)
Apr 15, 2026
8w ago
8-K
BEARISH ★ 7/10
$19.67 $20.55▼ −4.47%▼ −2.83%$25.30 (−28.62%)
Apr 14, 2026
8w ago
8-K
BEARISH ★ 8/10
$19.67 $20.55▼ −4.47%▼ −2.83%$25.30 (−28.62%)
Apr 14, 2026
8w ago
S-3ASR
NEUTRAL ★ 3/10
$19.67 $20.55▲ +4.47%▲ +2.83%$25.30 (+28.62%)
Mar 17, 2026
12w ago
Insider Cluster
BEARISH ★ 7/10
$16.04 $16.22▼ −1.12%▼ −3.78%$25.30 (−57.73%)
Showing 10 of 12

US Market Status

Market Closed — Opens Thu (11h 12m)

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