TeraWulf KBW Upgrade 2025: AI Pivot Unleashes 150% Upside Potential
KBW has upgraded TeraWulf (WULF) to outperform with a $24 price target, citing a massive shift from Bitcoin mining to AI leasing expected to drive 505% EBITDA growth.
The tide is turning for crypto miners. Investment bank KBW has upgraded TeraWulf (WULF) to 'outperform' from 'market perform,' catapulting its price target from $9.50 to $24. This bold call suggests that investors are fundamentally missing the scale of the company's shift toward the AI boom.
TeraWulf KBW upgrade 2025: From Mining Blocks to Leasing Teraflops
According to KBW analyst Stephen Glagola, TeraWulf is orchestrating a massive pivot. The company is transitioning its focus from Bitcoin mining to high-performance computing (HPC) leasing. This shift isn't just a side hustle—it's expected to become the primary engine of profit, with mining revenue likely becoming 'immaterial' by 2027.
The Math Behind the 505% Growth Projection
The numbers are staggering. KBW estimates a 505% EBITDA CAGR through 2027. This growth is anchored by a 646 megawatt HPC leasing pipeline. As lease revenues scale, the bank expects a significant multiple expansion from the stock's current 13.8x EV/EBITDA valuation.
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