Published

21 Aug 25

Updated

01 Jul 26

Views

102

Not Invested

Core ScientificCORZ

Fair Value

US$46.54

Share price01 Jul

US$23.4949.5% undervalued

Loading

1Y87.77%

7D9.61%

Bitcoin Adoption And Renewable Power Will Transform Data Centers

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

21 Aug 25

Updated

01 Jul 26

Views

102

Not Invested

Shared on 01 Jul 26

Fair value Increased 28%

CORZ: AI Power Capacity And Colocation Shift Are Expected To Drive Upside

Analysts grow more upbeat on Core Scientific as it shifts focus from bitcoin mining to building and leasing power-hungry AI data centers, helped by new compute contracts and expanding access to electricity. The upside case depends on turning that power and pipeline into real customer deals, even as some warn much of the improvement may already be priced in after a strong run.

5 views

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.

3 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.

8 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.

10 views

Fair Value vs Share Price

US$46.54

vs US$23.4949.5% undervalued

107.6%

Revenue growth

52.6%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Core Scientific

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

High growth potential with very low risk.

Market capUS$7.5b

PB-5.7x

Estimated Growth36.7%

Dividend YieldN/A

CEO & management

Adam Sullivan

CEO

2.1yrs

CEO Tenure

Provides infrastructure for high-density colocation services and digital asset mining in the United States.