Core Scientific

Bitcoin Adoption And Renewable Power Will Transform Data Centers

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

21 Aug 25

Updated

05 Feb 26

Views

41

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

44.7%

7D

3.8%

Loading

1Y

44.7%

7D

3.8%

You can edit this narrative until Feb 6 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$37.4350.4% undervalued

AnalystHighTarget Fair Value

Shared on 05 Feb 26

Fair value Decreased 0.74%

CORZ: Power Footprint Conversion To High Performance Compute Will Drive Next Phase

Analysts have trimmed their fair value estimate for Core Scientific from US$37.71 to US$37.43, citing updated assumptions around discount rates, revenue growth, margins and future P/E after recent price target changes and research highlighting both regulatory risks for crypto and potential long term upside from high performance computing contracts. Analyst Commentary Recent Street research around Core Scientific has highlighted a mix of crypto related policy risk and optimism around the company’s push into high performance computing, with some research pointing to potential valuation upside if execution on new contracts goes to plan.

Shared on 07 Jan 26

Fair value Increased 64%

CORZ: Power Footprint And HPC Contracts Will Define Next Phase

Narrative Update: Core Scientific Analyst Price Target Move The analyst price target for Core Scientific has shifted from roughly US$23.00 to about US$37.71. Analysts attribute this change to the resolution of the CoreWeave merger overhang, a renewed focus on high performance compute colocation contracts, and the perceived value of the company’s power infrastructure.

AnalystHighTarget Fair Value

US$37.43

50.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

31.36%

Software revenue growth rate

1.34%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.00%

Calculation

US$416.43m

Earnings '29

x

42.29x

PE Ratio '29

=

US$17.61b

Market Cap '29

US$17.61b

Market Cap '29

/

349.88m

No. shares '29

=

US$50.34

Share Price '29

US$50.34 Share Price '29

Discounted to 2026 @ 9.03% p.a.

=

US$38.83

Fair Value '26