Core Scientific, Inc.

NasdaqGS:CORZ Stok Raporu

Piyasa değeri: US$7.3b

Core Scientific Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Core Scientific şirketinin kazançları yıllık ortalama -9% oranında azalırken, Software sektörünün kazançları yıllık 21% oranında artan oldu. Gelirler yıllık ortalama 1.1% oranında azalan oldu.

Anahtar bilgiler

-8.97%

Kazanç büyüme oranı

-10.36%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı-1.13%
Özkaynak getirisin/a
Net Marj-302.21%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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 Alpha
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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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Yeni Analiz 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

Gelir ve Gider Dağılımı

Core Scientific nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:CORZ Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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

Kaliteli Kazançlar: CORZ şu anda kârlı değil.

Büyüyen Kar Marjı: CORZ şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: CORZ kârlı değildir ve zararlar son 5 yılda yılda 9% oranında artmıştır.

Büyüme Hızlandırma: CORZ 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: CORZ kârlı olmadığından, geçmiş yıl kazanç büyümesinin Software sektörüyle ( 13% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: CORZ 'un yükümlülükleri varlıklarından fazla olduğundan Özsermaye Getirisi'ni hesaplamak zordur.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 07:07
Gün Sonu Hisse Fiyatı2026/05/11 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Core Scientific, Inc. 21 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Ramsey El-AssalBarclays
Gautam ChhuganiBernstein
Nicholas GilesB. Riley Securities, Inc.