Stock Decline, Optimism

Despite the positive metrics, the stock fell 8 % to $20.41 on Tuesday as market sentiment shifted. The sell‑off was attributed to unfinalized credit support for the Anthropic lease and a perceived lack of near‑term catalysts. The investment‑grade credit backstop is still pending Anthropic’s choice of hardware vendor. Nevertheless, consensus analyst price targets climbed to $36, and WULF remains up 78 % year‑to‑date, underscoring continued optimism about the company’s long‑duration revenue stream and strategic focus on AI infrastructure.