TeraWulf Inc. (NASDAQ:WULF) is among the 11 Best Bitcoin and Blockchain Stocks to Invest in. Morgan Stanley Starts Coverage on TeraWulf Inc. (WULF) TeraWulf Inc. (NASDAQ:WULF) is among the Best Bitcoin Stocks.   Morgan Stanley started coverage on TeraWulf Inc. (NASDAQ:WULF) on February 9, 2026, with an Overweight rating and a $37 price target. The firm stressed the corporation’s history of obtaining contracts from data center clients and developing a variety of power infrastructure assets. Morgan Stanle ...

Company Overview - Bitfarms Ltd. (NASDAQ:BITF) is a vertically integrated Bitcoin mining company based in Canada, operating server farms with computers specifically designed to validate transactions on the Bitcoin Blockchain [4]. Strategic Developments - On February 6, Bitfarms Ltd. announced that its Board of Directors approved a plan to redomicile from Canada to the United States, pending shareholder, stock exchange, and court approvals [1]. - This arrangement is the result of a comprehensive strategic review process conducted by the Board over the past 12 months, focusing on capital market trends and investor sentiment to enhance long-term shareholder value [2]. Market Performance and Analyst Insights - On January 26, Bitfarms Ltd. was downgraded to Market Perform from Outperform by Keefe Bruyette, which raised the price target to $3 from $2.50. The firm expressed that it does not expect a leasing agreement for the company until the second half of 2026 and raised concerns about the company's increasing leverage and capital expenditures [3].

On February 11, Hodges Capital Management Inc. disclosed a sale of 919,169 shares of TeraWulf (NASDAQ:WULF), an estimated $12.32 million transaction based on quarterly average pricing. What happened According to a recent SEC filing dated February 11, Hodges Capital Management Inc. decreased its stake in TeraWulf by 919,169 shares during the fourth quarter of 2025. The estimated value of the shares sold was $12.32 million, based on the mean closing price for the quarter. The quarter-end value of the TeraW ...

Core Viewpoint - CleanSpark Inc's shares have declined significantly as investors anticipate the release of its first-quarter fiscal 2026 earnings report, which is expected to reflect the challenges faced in the cryptocurrency mining sector [1]. Group 1: Analyst Expectations - Analysts predict CleanSpark will report earnings per share (EPS) of $0.09 for the quarter, amidst increased volatility in cryptocurrency markets affecting mining stocks [2]. Group 2: Crypto Market Sentiment - Bitcoin is currently trading at $67,015.29, down 7.49% in the last 24 hours and 20.93% over the past week, contributing to negative sentiment in the market [3]. - The CMC Crypto Fear and Greed Index shows a reading of 11, indicating "Extreme Fear," a notable drop from the previous day's reading of 14 and last week's level of 38 [3]. Group 3: Technical Analysis - CleanSpark's stock is trading 25.9% below its 20-day simple moving average (SMA) and 34.9% below its 100-day SMA, indicating significant short-term weakness [4]. - Over the past 12 months, shares have decreased by 10.81%, and they are closer to their 52-week lows than highs, reflecting ongoing challenges [4]. Group 4: Momentum Indicators - The Relative Strength Index (RSI) is at 38.28, indicating neutral territory, while the MACD is below its signal line, suggesting bearish pressure on the stock [5]. - The combination of a neutral RSI and bearish MACD indicates mixed momentum, advising caution among traders [5]. Group 5: Analyst Consensus & Recent Actions - The stock carries a Buy Rating with an average price target of $23.16, despite recent declines [6]. - CleanSpark shares were down 10.71% at $9.68 at the time of publication [6]. Group 6: Support and Resistance Levels - Key resistance for the stock is identified at $10.00, while key support is at $9.00 [7]. - Recent analyst actions include a lowered target to $18.00 by Keefe, Bruyette & Woods, while Maxim Group initiated coverage with a Buy rating and a target of $22.00 [7].

Core Insights - BitFuFu Inc. reported an increase in Bitcoin production and operational metrics for January 2026, highlighting growth in managed hashrate and power capacity while maintaining fleet efficiency [2][4]. Bitcoin Holdings and Production - As of January 31, 2026, BitFuFu holds 1,796 BTC, an increase of 16 BTC from December 2025 [6]. - The company produced 229 BTC in January 2026, a month-over-month increase of 41 BTC, with 183 BTC from cloud mining and 46 BTC from self-mining [7][4]. Hashrate Overview - Total hashrate under management reached 29.6 EH/s, reflecting a year-over-year increase of 46.5% and a month-over-month increase of 13.4% [12]. - Power capacity under management is 520 MW, which represents a year-over-year increase of 22.6% and a month-over-month increase of 8.8% [8][12]. - Average fleet efficiency improved to 17.5 J/TH, a decrease of 0.8 J/TH from the previous month [12]. Upcoming Events - BitFuFu will participate in the 38th Annual ROTH Conference from March 22-24, 2026, in Dana Point, CA [9].

Core Insights - HIVE Digital Technologies Ltd. reported exceptional Bitcoin production results for January 2026, with a 290% year-over-year growth in hashrate and consistent performance across its data centers [1][8]. Production Highlights - Bitcoin produced in January 2026 was 297 BTC, representing a 191% increase year-over-year from 102 BTC in January 2025, despite a 30% increase in Bitcoin mining difficulty [8]. - The average daily production was 9.6 BTC, with an average hashrate of 22.2 Exahash per Second (EH/s), peaking at 23.7 EH/s, marking a 290% year-over-year increase from 5.7 EH/s in January 2025 [8]. - Fleet efficiency was recorded at 17.5 Joules per Terahash (J/TH), with a global Bitcoin network share sustained above 2% of the worldwide hashrate [8]. Operational Resilience - HIVE's geographically diversified operations allowed it to maintain steady performance during severe cold fronts in January, while other parts of the global mining network faced curtailments [3][4]. - The company has a total operational capacity of 440 megawatts (MW) of renewable-powered energy, with an additional 100 MW scheduled for deployment in Q3 2026, bringing the total to 540 MW [10]. Strategic Execution - HIVE realized approximately $7.4 million through cashless exercises of 480 BTC tied to its 2025 Bitcoin pledge, preserving treasury flexibility and extending remaining pledge redemption timelines [6][7]. - The company has applied certain proceeds from cashless exercises towards the purchase of 2,667 Bitmain S21 XP ASIC miners, which are expected to enhance operational efficiency and lower costs [9]. Management Commentary - Management emphasized the strength of their disciplined execution and operational performance, which reflects years of investment in renewable energy and high-efficiency hardware [11]. - The company aims to expand further into AI and high-performance computing infrastructure, leveraging its operational success as a foundation for growth [11]. Company Overview - Founded in 2017, HIVE Digital Technologies Ltd. is the first publicly listed company to mine digital assets powered by green energy, operating next-generation data centers across Canada, Sweden, and Paraguay [12]. - The company focuses on scalable, environmentally responsible solutions for the digital economy, driven by Bitcoin mining and GPU-accelerated AI computing [12].

Group 1 - Riot Platforms, Inc. (NASDAQ:RIOT) is identified as a stock under $50 with significant upside potential, with Needham raising its price target to $30 from $28, indicating a nearly 74% upside [1] - The company has secured a 25MW lease contract with AMD at its Rockdale site, which is a key factor in the positive outlook [1] - Needham has also slightly increased its 2026 and 2027 revenue estimates due to emerging High-Performance Computing revenue, despite lease economics being lower than peers [2] Group 2 - BTIG has reaffirmed a Buy rating and a $28 price target for Riot Platforms, emphasizing opportunities from data center expansion, particularly at the Corsicana location, which is considered highly attractive for large-scale data centers in the U.S. [3] - Riot Platforms operates in two segments: Bitcoin Mining and Engineering, with facilities in Texas and mining sites in Kentucky [4]

Core Insights - BitFuFu Inc. reported a total of 3,662 BTC mined in 2025, with a focus on building its Bitcoin treasury and enhancing customer value through reliable mining services [2][9] - The company expressed optimism for 2026, citing recent Bitcoin price strength and improved liquidity as key factors [2] Bitcoin Holdings and Production - As of December 31, 2025, BitFuFu held 1,780 BTC, an increase of 16 BTC from November 30, 2025 [10] - The company pledged 274 BTC, a decrease from 620 BTC, which enhances its balance sheet and liquidity [10] - In December 2025, BitFuFu produced 188 BTC, with 151 BTC from cloud mining and 37 BTC from self-mining [10] Hashrate Overview - BitFuFu managed a total hashrate of 26.1 EH/s, which remained largely unchanged from the previous month [9][10] - The self-owned hashrate was reported at 3.7 EH/s, while hashrate from third-party suppliers and hosting customers accounted for 22.4 EH/s [10] - The average fleet efficiency was 18.3 J/TH, also largely unchanged from the previous month [10] Power and Infrastructure - The total power capacity under management was 478 MW, which remained stable compared to the previous month [3][9]

Core Viewpoint - CleanSpark, Inc. (CLSK) may present a compelling investment opportunity due to its profitability in Bitcoin mining and the potential for growth at a reasonable price. Group 1: Company Performance - CleanSpark is identified as a profitable Bitcoin mining company, which positions it favorably in the cryptocurrency market [1]. Group 2: Investment Strategy - The investment approach focuses on growth at a reasonable price (GARP) while remaining open to various investment opportunities [1]. - The investment horizon is flexible, with a focus on holding stocks as long as the underlying thesis remains valid [1]. Group 3: Market Insights - The author has developed market-beating algorithms using Python, which assist in identifying attractive investment opportunities [1]. - Previous experience as an analysis/news writer and editor at TipRanks has contributed to a deeper understanding of market trends and investor interests [1].

Core Viewpoint - The stock of CleanSpark (CLSK) has experienced a significant decline, primarily attributed to Bitcoin volatility, despite weak sentiment in AI and HPC sectors [1]. Group 1: Company Analysis - CleanSpark's stock price action has been negatively impacted by fluctuations in Bitcoin, overshadowing the potential benefits from AI and HPC developments [1]. Group 2: Market Context - The overall sentiment in the AI and HPC markets is weak, which may contribute to the challenges faced by companies like CleanSpark [1].