Core Scientific, Inc.

Report azionario NasdaqGS:CORZ

Capitalizzazione di mercato: US$7.5b

Core Scientific Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Core Scientific sono diminuiti a un tasso medio annuo di -9%, mentre il settore Software ha visto gli utili crescere a un tasso medio annuo di 24.9%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 1.1%.

Informazioni chiave

-8.97%

Tasso di crescita degli utili

-10.36%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi-1.13%
Rendimento del capitale proprion/a
Margine netto-302.21%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa Jul 15

CORZ: Prompt Power Buildout For AI Hosting Will Drive Future Returns

Analysts have raised the Core Scientific fair value estimate from $32.05 to $33.36. Higher Street price targets, connected to expected opportunities in AI-focused data centers and high performance compute colocation, are partly offset by updated assumptions for margins and valuation multiples.
Seeking Alpha Jul 05

Core Scientific: A Bullish Bet On AI Power Scarcity

Summary Core Scientific is transitioning from a volatile Bitcoin miner to a high-density AI colocation provider with long-duration, contracted revenue streams. Q1 2026 results show colocation revenue surged to $77.5M, now the dominant segment, with gross profit margins of 57% and a multi-gigawatt power pipeline. The expanded CoreWeave partnership validates CORZ’s AI infrastructure pivot, supporting $10B+ in contracted revenue and 590MW leased, with further upside from pipeline conversion. Despite high leverage and customer concentration risks, CORZ offers high-risk/high-reward exposure to scarce AI power infrastructure amid industry-wide supply constraints. Read the full article on Seeking Alpha
Aggiornamento narrativa Jul 01

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

Core Scientific's analyst fair value estimate has been revised higher from $36.26 to $46.54, as analysts point to intensifying AI data center power demand, new high performance compute contracts, and a shift toward valuing the company on its AI infrastructure and colocation potential rather than solely on bitcoin mining. Analyst Commentary Recent research on Core Scientific centers on its pivot toward high performance compute infrastructure and AI colocation, with several bullish analysts updating their valuation frameworks to reflect this shift away from a pure bitcoin mining profile.
Articolo di analisi Jun 21

Core Scientific (CORZ) Stock Could Be 9% Undervalued After Earnings And Options Activity

A surge in out-of-the-money put options on Core Scientific (CORZ) after its recent earnings release has drawn fresh attention, as traders respond to positive EBITDA and cash flow despite a reported GAAP net income loss. See our latest analysis for Core Scientific. Core Scientific’s recent options activity sits against a strong share price backdrop, with a 30 day share price return of 17.49% and a 90 day share price return of 84.44%. The 1 year total shareholder return of 145.87% points to...
Aggiornamento narrativa Jun 17

CORZ: AI Hosting Plans Will Test Rich Stock Price Expectations

Analysts have raised their fair value estimate for Core Scientific from $20.00 to $25.00, reflecting expectations for higher modeled revenue growth, stronger profit margins, and a lower future P/E multiple supported by recent research on the company's high-density colocation and AI infrastructure potential. Analyst Commentary on Core Scientific stock Recent research on Core Scientific highlights a mix of enthusiasm for the company’s AI and high density colocation ambitions alongside clear reminders that expectations are already high.
Aggiornamento narrativa Jun 02

CORZ: AI Power Buildout And Hosting Pivot Will Shape Future Returns

Analysts have raised their price target on Core Scientific stock from $26.40 to $32.05, citing faster hyperscale contracting, an expansion of approved power capacity for AI data centers, and an ongoing shift away from Bitcoin mining toward higher-margin AI hosting deals. Analyst Commentary Recent research reflects a generally constructive tone around Core Scientific, with several price target increases tied to the shift toward AI data center hosting, power capacity buildout, and a move away from pure Bitcoin mining exposure.
Aggiornamento narrativa May 18

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

Analysts have lifted the Core Scientific price target to about $36.26 from $35.84, citing strong AI data center demand, expanded approved power capacity and improving high performance compute economics as key drivers of their updated assumptions. Analyst Commentary Recent research points to a broadly positive tone around Core Scientific, with several bullish analysts lifting price targets and highlighting AI related opportunities as key drivers in their models.
Aggiornamento narrativa May 02

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.
Aggiornamento narrativa Apr 18

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.
Aggiornamento narrativa Apr 03

CORZ: AI Hosting Contracts And Power Expansion Will Drive Future Upside

Analysts have raised their blended price target on Core Scientific by a few dollars, placing it in the low to mid $20s. They cite progress on AI hosting contracts, expanded power capacity, and an ongoing shift in the power portfolio from Bitcoin mining toward high performance compute.
Aggiornamento narrativa Mar 20

CORZ: AI Hosting Shift And Lease Pipeline Will Drive Future Upside

Analysts have nudged the Core Scientific price target slightly lower, with the updated fair value estimate moving from about $26.82 to $26.40. They are weighing higher projected revenue growth and profit margins against revised P/E assumptions and recent research highlighting organic growth plans, AI hosting expansion and an evolving lease pipeline.
Aggiornamento narrativa Mar 06

CORZ: AI Hosting Expansion And Texas Power Capacity Will Drive Future Upside

Analysts lifted their Core Scientific fair value estimate to $20 from $17, pointing to progress on new Texas capacity, AI hosting expansion, and expectations around additional lease signings as key drivers behind the higher price target range across recent research updates. Analyst Commentary Street research on Core Scientific has been active, with several firms updating their views around the company’s shift toward AI and high performance compute hosting, the timing of new lease signings, and the evolving power portfolio.
Aggiornamento narrativa Feb 19

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.
Aggiornamento narrativa Feb 05

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.
Aggiornamento narrativa Jan 22

CORZ: Future Compute Contracts And Crypto Exposure Balance Fair Opportunity And Risk

Narrative Update The analyst price target for Core Scientific has shifted from US$15.00 to US$17.00 as analysts factor in improved profit margin assumptions, a lower modeled discount rate, and recent research that points to potential value creation from the company pursuing high performance compute contracts following the terminated CoreWeave merger. Analyst Commentary Recent research coverage has shifted toward a more constructive tone on Core Scientific, with several firms lifting ratings and price targets following the terminated CoreWeave merger and increased focus on high performance compute opportunities.
Aggiornamento narrativa Jan 07

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.
Aggiornamento narrativa Dec 14

CORZ: Standalone AI Power Pipeline Will Drive Future Upside Potential

Analysts have trimmed their fair value estimate for Core Scientific by about $0.83 per share to $26.82, reflecting a slightly higher discount rate even as they highlight improved standalone prospects, reduced deal overhang, and stronger AI infrastructure optionality as key supports for the updated price target. Analyst Commentary Recent Street research reflects a largely constructive shift in sentiment on Core Scientific, with multiple firms raising ratings and price targets as the market pivots to a standalone, AI and high performance compute oriented narrative following the termination of the CoreWeave merger.
Aggiornamento narrativa Nov 30

CORZ: Terminated Merger Will Unlock New Upside With Power Pipeline Expansion

Analysts have modestly raised their price target for Core Scientific to $27 from $23, citing the terminated merger and increased confidence in the company’s standalone prospects as key factors supporting improved valuation. Analyst Commentary Recent street research reflects a range of perspectives on Core Scientific's prospects as a standalone company, especially after the terminated merger.
Aggiornamento narrativa Nov 16

CORZ: Standalone Operator Status Will Unlock New Upside This Year

Analysts have increased their fair value price target for Core Scientific from $25.25 to $27.65. They cite renewed confidence in the company's standalone prospects and the removal of merger-related overhangs as reasons for this adjustment.
Aggiornamento narrativa Nov 01

CORZ: Power Portfolio And AI Demand Will Unlock Substantial Upside

Core Scientific's analyst price target has increased significantly from $20.88 to $25.25 per share. This change reflects analysts' optimism following the terminated merger with CoreWeave and improved standalone growth prospects for the company.
Aggiornamento narrativa Oct 18

HPC Expansion And Diversified Contracts Will Create Future Resilience

Analysts have raised their price target for Core Scientific from $19.95 to $20.88 per share, citing strong sector momentum from major data center deals and an improved profit margin outlook. Analyst Commentary Analyst discussions surrounding Core Scientific have highlighted both promising industry dynamics and company-specific considerations that could influence future performance and valuation.
Aggiornamento narrativa Oct 04

HPC Expansion And Diversified Contracts Will Create Future Resilience

Analysts have raised their price target for Core Scientific from $19.05 to $19.95 per share, citing updated deal terms and ongoing re-evaluation of merger economics following CoreWeave's acquisition agreement. Analyst Commentary Analysts continue to weigh the implications of Core Scientific's pending acquisition by CoreWeave, with a mix of optimism for the company's positioning and caution regarding valuation and deal structure.
Aggiornamento narrativa Aug 27

HPC Expansion And Diversified Contracts Will Create Future Resilience

Consensus analyst price targets for Core Scientific have risen slightly to reflect the strategic value of its infrastructure assets highlighted by the announced CoreWeave acquisition, despite some uncertainty regarding realized shareholder value and potential downside to deal economics, resulting in a revised fair value of $19.05. Analyst Commentary The announced acquisition of Core Scientific by CoreWeave in an all-stock transaction prompted widespread price target reductions and downgrades to Neutral/Hold/Perform, reflecting diminished standalone upside and uncertainty regarding the ultimate value realized by Core Scientific shareholders.
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Nuova narrativa Apr 23

HPC Expansion And Diversified Contracts Will Create Future Resilience

Reallocating resources from Bitcoin mining to HPC infrastructure could drive future growth amid rising data center demands and diversified clientele.
Seeking Alpha Mar 18

The AI Awakening Of Core Scientific

Summary Core Scientific's pivot from bitcoin mining to AI infrastructure, securing $10.2 billion in long-term contracts, offers a stable revenue stream and significant growth potential. The recent stock price decline due to speculative concerns presents a compelling investment opportunity, with a conservative valuation indicating a 64% upside. CoreWeave's $12 billion contract with OpenAI reaffirms strong demand for AI infrastructure, mitigating fears over Microsoft's commitment and reinforcing CORZ's business model. Insider purchases at $8 per share and ongoing HPC contract announcements validate confidence in CORZ’s future prospects amidst AI-driven compute demand growth. Read the full article on Seeking Alpha
Seeking Alpha Mar 09

DeepSeek, Market Volatility, False Rumor Create Opportunity In Core Scientific

Summary Core Scientific shares are undervalued due to market volatility and false rumors about Microsoft canceling leases with CoreWeave, presenting a significant investment opportunity. CORZ has $10.2B in future contracted revenue with high margins and management expects critical IT load to more than double by 2028. Positive developments include issuing $1B in convertible notes, completing significant contracts, and insider buying, indicating confidence in the company's future. Risks include customer concentration with CoreWeave, but management is focused on diversifying to mitigate this. Read the full article on Seeking Alpha
Seeking Alpha Jan 12

Core Scientific: Higher Digital Asset Prices And Making Progress On Debt

Summary Core Scientific's strategic pivot to high-performance computing (HPC) has driven significant stock appreciation, despite volatility and challenges in the Bitcoin mining market. The company recorded a $40.7 million operating loss in Q3 2024, mainly due to decreased revenues and increased SG&A expenses. Core Scientific's refinancing efforts have reduced debt and interest expenses, providing insulation against higher interest rates and improving liquidity. The partnership with CoreWeave is expected to yield significant revenue, positioning Core Scientific favorably in the AI infrastructure market. Given the high level of market expectations, one may expect volatility as it executes on AI. Read the full article on Seeking Alpha
Seeking Alpha Oct 16

Core Scientific: HPC Pivot Begins To Bear Fruit

Summary Core Scientific's stock has nearly doubled since June, outperforming the market and tech giants like NVIDIA. Despite a significant debt reduction and improved balance sheet, Core Scientific's growth heavily relies on its relationship with CoreWeave, raising concerns about client diversification. Bitcoin mining remains Core Scientific's primary revenue source, but declining BTC production and high operational costs highlight the need for growth in the HPC segment. The delay in CoreWeave's 118 MW option and the lack of additional HPC clients make me cautious about investing in Core Scientific at this time. Read the full article on Seeking Alpha
Seeking Alpha Aug 13

Core Scientific: Deserves Better As HPC Moves Into High Gear

Summary Despite having seen its share price fluctuating alongside Bitcoin since the halving event, Core Scientific has nonetheless delivered a net upside of 200%. Still, it is underpriced based on potential revenues to be obtained from HPC or High-Performance Computing leasing. Also, volatility is likely to continue in the short term due to predominant exposure to digital assets, but the strong operational performance and HPC focus are key advantages. Also, it bears high debt, but continued diversification into hosting versus self-mining means more stable cash flow generation. The company achieved milestones, leased a data center in Austin, and secured a contract with CoreWeave for 382 megawatts, with potential revenue of $6.7 billion. Read the full article on Seeking Alpha
Seeking Alpha Jun 04

Core Scientific: HPC Deals And A Buyout Offer

Summary After a rollercoaster ride for CORZ shareholders that included a delisting, bankruptcy, and relisting, a lifeline has been offered. Core Scientific is the latest Bitcoin miner to get a buyout offer from a suitor, this one coming from the company's HPC hosting customer. Bitcoin mining fundamentals are questionable going forward and there are still over $1 billion in total liabilities. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Core Scientific guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:CORZ Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26355-1,0722120
31 Dec 25319-2811990
30 Sep 25334-2751960
30 Jun 25348-4701730
31 Mar 25411-1,0071470
31 Dec 24511-1,2451310
30 Sep 24558-1,1331172
30 Jun 24575-8311014
31 Mar 24561-35956
31 Dec 23502-2461080
30 Sep 23482-4861118
30 Jun 23531-87913112
31 Mar 23568-1,68120525
31 Dec 22640-2,14622427
30 Sep 22821-1,65120028
30 Jun 22771-1,23319423
31 Mar 22683-42610210
31 Dec 2154447658
30 Sep 21266-16535
30 Jun 21163-1205
31 Mar 2194-6165
31 Dec 2060-23165
31 Dec 1960-12175

Guadagni di qualità: CORZ al momento non è redditizia.

Margine di profitto in crescita: CORZ al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: CORZ non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 9% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di CORZ nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: CORZ non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 14.4% ).


Rendimento del capitale proprio

ROE elevato: Le passività di CORZ superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/23 22:53
Prezzo dell'azione a fine giornata2026/07/23 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Core Scientific, Inc. è coperta da 23 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Andrew Charles BealeArete Research Services LLP
Ramsey El-AssalBarclays
Gautam ChhuganiBernstein