Core Scientific 경영진
경영진 기준 점검 2/4
Core Scientific CEO는 Adam Sullivan, May2023 에 임명되었습니다 의 임기는 2.33 년입니다. 총 연간 보상은 $22.92M, 3.6% 급여 및 96.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $52.11M 가치에 해당하는 회사 주식의 0.72% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 2.3 년입니다.
핵심 정보
Adam Sullivan
최고경영자
US$22.9m
총 보수
| CEO 급여 비율 | 3.56% |
| CEO 재임 기간 | 3yrs |
| CEO 지분 보유율 | 0.7% |
| 경영진 평균 재임 기간 | 2.3yrs |
| 이사회 평균 재임 기간 | 2.3yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Dec 17
Core Scientific: Buying This AI Data Center Winner Into Recent Weakness
Summary Core Scientific is undergoing a strategic pivot from BTC mining to AI and HPC infrastructure, targeting higher-margin colocation revenue. The terminated CoreWeave acquisition leaves CORZ with a lucrative 12-year, $10B+ contract, providing high revenue visibility and strong margins. Despite high customer concentration and legacy digital asset exposure, I am bullish on CORZ given its aggressive growth ambitions and undervalued status. A positive update on new colocation customers and CRWV execution in the next earnings report could catalyze stock appreciation from current levels. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새 내러티브 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$1b |
| Dec 31 2025 | US$23m | US$816k | -US$281m |
| Sep 30 2025 | n/a | n/a | -US$275m |
| Jun 30 2025 | n/a | n/a | -US$470m |
| Mar 31 2025 | n/a | n/a | -US$1b |
| Dec 31 2024 | US$42m | US$563k | -US$1b |
| Sep 30 2024 | n/a | n/a | -US$1b |
| Jun 30 2024 | n/a | n/a | -US$831m |
| Mar 31 2024 | n/a | n/a | -US$35m |
| Dec 31 2023 | US$1m | US$378k | -US$246m |
보상 대 시장: Adam의 총 보수(USD22.92M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.41M)보다 높습니다.
보상과 수익: Adam의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Adam Sullivan (33 yo)
3yrs
재임 기간
US$22,923,204
보수
Mr. Adam Sullivan serves as President of Core Scientific, Inc. since May 15, 2023 and serves as its Chief Executive Officer from August 2, 2023. He was a Managing Director and Head of Digital Assets and In...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 3yrs | US$22.92m | 0.72% $ 52.1m | |
| Executive VP & CFO | 1.2yrs | US$9.80m | 0.12% $ 8.6m | |
| Executive VP | 7.1yrs | US$7.42m | 0.62% $ 45.4m | |
| Chief Operating Officer | 1.9yrs | 데이터 없음 | 데이터 없음 | |
| Chief Accounting Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Technology Officer | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Vice President of Investor Relations | 1.2yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Corporate Development & Strategy | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Resources Officer | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Information Security Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief Development Officer | 9.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP of Tax & Trade | 7.4yrs | 데이터 없음 | 데이터 없음 |
2.3yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 관리: CORZ의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$22.92m | 0.72% $ 52.1m | |
| Independent Director | 1yr | US$576.57k | 데이터 없음 | |
| Independent Chairman | 2.3yrs | US$445.41k | 0.056% $ 4.1m | |
| Independent Director | 2.3yrs | US$401.97k | 0.021% $ 1.6m | |
| Independent Director | 2.3yrs | US$424.47k | 0.097% $ 7.1m | |
| Independent Director | 2.3yrs | US$401.97k | 0.033% $ 2.4m |
2.3yrs
평균 재임 기간
54.5yo
평균 나이
경험이 풍부한 이사회: CORZ의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 2.3 년) — 신규 이사회일 가능성이 있습니다.
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 08:32 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Core Scientific, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ramsey El-Assal | Barclays |
| Gautam Chhugani | Bernstein |
| Nicholas Giles | B. Riley Securities, Inc. |