Core Scientific

Bitcoin Adoption And Renewable Power Will Transform Data Centers

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

21 Aug 25

Updated

18 May 26

Views

83

18 May

US$23.18

AnalystHighTarget's Fair Value

US$36.26

36.1% undervalued

1Y

115.0%

7D

-3.4%

Loading

1Y

115.0%

7D

-3.4%

You can edit this narrative until May 19 11:10 AM. Then, changes will post as Updates.

Author's Valuation

US$36.2636.1% undervalued

AnalystHighTarget Fair Value

Shared on 18 May 26

Fair value Increased 1.17%

CORZ: AI Data Center Power Expansion Is Expected To Drive Upside

Core Scientific wins support from analysts who point to rising demand for AI-focused data centers and newly approved power capacity that could unlock more long-term customer leases. The company’s push to rely less on Bitcoin mining gets another boost from new expansion plans and partnerships, but big write-downs and shifting crypto rules are now on the radar.

0 views

Shared on 02 May 26

Fair value Increased 0.54%

CORZ: AI Hosting Shift And Power Expansion Are Expected To Drive Upside

Analysts have raised their average price target for Core Scientific by about $0.20, citing updated modeling that reflects refined fair value estimates, revised profit margin and revenue growth assumptions, and recent research highlighting power capacity additions, AI hosting expansion and an active lease pipeline. Analyst Commentary Recent research on Core Scientific has leaned positive, with several bullish analysts adjusting price targets higher and pointing to execution on growth initiatives, particularly in high performance computing and AI hosting.

4 views

Shared on 18 Apr 26

Fair value Decreased 4.77%

CORZ: AI Hosting Ramp And Power Buildout Are Expected To Drive Upside

Analysts have adjusted the Core Scientific fair value estimate from $37.43 to $35.65, reflecting updated assumptions around higher projected revenue growth and profit margins, along with a lower future P/E multiple and a slightly refined discount rate based on recent research highlighting progress in AI hosting capacity, lease expectations, and HPC expansion. Analyst Commentary Recent Street research points to generally constructive sentiment around Core Scientific, with several bullish analysts refining models as new information comes through on AI hosting progress, lease timing, and high performance computing capacity.

6 views

Shared on 19 Feb 26

CORZ: Power Shift To High Performance Compute Will Support Future Contracts

Analysts have lifted their $-denominated price targets on Core Scientific, with one firm increasing its view by $6. They point to steadier discount rate assumptions, slightly higher projected revenue growth and margins, and a lower future P/E multiple supported by expectations for additional high performance compute contracts after the failed CoreWeave merger.

6 views

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.

10 views

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.

9 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$36.26

36.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

31.70%

Historical revenue growth rate

-1.13%

Software revenue growth rate

1.52%

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

9.27%

Calculation

US$1.53b

Earnings '29

x

11.06x

PE Ratio '29

=

US$16.93b

Market Cap '29

US$16.93b

Market Cap '29

/

358.46m

No. shares '29

=

US$47.22

Share Price '29

US$47.22 Share Price '29

Discounted to 2026 @ 9.25% p.a.

=

US$36.21

Fair Value '26