PubMatic Inc vs TeraWulf Inc — how do they compare? PubMatic Inc trades at $12.64 (market cap $600.05M), while TeraWulf Inc trades at $19.87 (market cap $9.84B). The key difference: TeraWulf Inc is far larger — about 16.4× PubMatic Inc's market cap, and PubMatic Inc is trading nearer its 52-week high, TeraWulf Inc nearer its low. Which is the better fit depends on your goals.
| PUBM | WULF | |
|---|---|---|
Market Cap | $600.05M | $9.84B |
Sector | Technology | Technology |
52-Week High | $13.83 | $28.98 |
52-Week Low | $6.28 | $4.76 |
Enterprise Value | $497.55M | $12.53B |
Signals from Pluang's Aura AI — not financial advice
PubMatic trades at $12.92, up 1.49% today, with a neutral technical signal and bullish moving averages. The company reported Q1 2026 revenue that beat expectations despite a net loss, and maintains a strong gross margin of 63.22%. Recent news highlights product launches like AgenticOS and partnerships expanding its programmatic advertising reach, with Q2 2026 results due August 6, 2026.
Outlook is mixed: analyst consensus is split evenly between Buy and Hold with a $17.00 price target, suggesting 32% upside, but risks include sustained negative net income margins and competitive pressures in ad tech. Cash flow remains positive, supporting operations amid profitability challenges.
TeraWulf (WULF) trades at $18.86, up 3.85% today, amid volatile AI infrastructure sector movements. The stock shows bearish technical signals with negative earnings trends, having missed Q1-Q3 2025-2026 EPS estimates. Fundamentally, the company reported a net loss of $661.42M on $168.46M revenue in 2025, though it secured a significant 20-year, $19B deal with Anthropic for AI data center capacity.
Despite unanimous analyst buy ratings and a $37.22 consensus price target suggesting 97% upside, WULF faces execution risks from high cash burn and negative margins. The Anthropic partnership offers long-term revenue potential but requires substantial capital investment amid competitive and regulatory pressures in the AI infrastructure space.
Trailing returns across standard periods
Latest headlines on both assets
PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →