Bullish on Bitcoin Mining? Analyst Sees Big Potential in TeraWulf
Bullish on Bitcoin Mining? Analyst Sees Big Potential in TeraWulf
Roth MKM analyst Darren Aftahi initiated coverage on TeraWulf Inc. (NASDAQ:WULF) with a Buy rating and price target of $6.50.
Roth MKM分析師Darren Aftahi對TeraWulf Inc. (NASDAQ: WULF)進行了覆蓋，給予買入評級和6.50美元的目標價。
The analyst stated that they view the company as a compelling investment opportunity in the expanding digital infrastructure energy sector.
分析師表示，他們認爲該公司是擴大數字基礎設施能源行業的引人注目的投資機會。
WULF has established a transparent, cost-effective, and efficient BTC mining business, currently operating at 8 EH/s and expanding, wrote the analyst.
分析師寫道，WULF已經建立了透明、具有成本效益和高效的BTC礦業務，目前運營着8 EH/s，並在擴張。
Aftahi anticipates that leveraging its substantial power portfolio of hundreds of megawatts for potential HPC infrastructure could drive substantial value creation through enhanced revenue and profit visibility.
Aftahi預計，利用其數百兆瓦的大量能源組合進行潛在的HPC基礎設施會增加收入和利潤的可見性，推動了實質性的價值創造。
The analyst writes that WULF is applying its infrastructure and power expertise to expand its facilities through a methodical process of testing, iterating, optimizing, and scaling.
分析師寫道，WULF正在將其基礎設施和動力專業知識應用於通過測試、迭代、優化和擴展的系統性過程擴大其設施。
This approach is expected to continue with the full development of Lake Mariner up to about 500MW (potentially more with expanded land access), constrained primarily by available growth capital, says the analyst.
分析師表示，預計該方法將繼續用於開發Lake Mariner，發展到約500MW（可能可以通過擴大土地獲得更多），主要受到可用的增長資本的限制。
In FY25, the analyst expects revenue to hit about $297 million (+93% Y/Y) and adjusted EBITDA of around $150.5 million.
分析師預計，在2025財年，營業收入將達到約2.97億美元（同比增長93%），調整後的EBITDA約爲1.505億美元。
Investors can gain exposure to the stock via Global X Blockchain ETF (NASDAQ:BKCH) and Valkyrie Bitcoin Miners ETF(NASDAQ:WGMI).
投資者可以通過Global X Blockchain ETF（NASDAQ:BKCH）和Valkyrie Bitcoin Miners ETF（NASDAQ:WGMI）獲得該股票的漲跌。
Price Action: WULF shares are down 3.84% at $5.01 at the last check Tuesday.
WULF股票在上週二最後一次檢查時下跌了3.84%，至5.01美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本文部分內容使用了Benzinga Neuro的幫助。此內容是通過AI工具部分製作的，並由Benzinga編輯進行了審查和發佈。
Image: Benjamin Nelan from Pixabay
圖片: Benjamin Nelan from Pixabay
譯文內容由第三人軟體翻譯。