Added to YB: 2026-08-28
Pitch date: 2026-08-25
CORZ [neutral]
Core Scientific, Inc.
-0.84%
current return
Author Info
No bio for this author
Company Info
Core Scientific, Inc. provides infrastructure for high-density colocation services and digital asset mining in the United States.
Market Cap
$5.6B
Pitch Price
$17.77
Price Target
25.00 (+42%)
Dividend
N/A
EV/EBITDA
-142.32
P/E
-3.43
EV/Sales
18.70
Sector
Software
Category
value
Core Scientific Vs RIOT
CORZ (overview): Core Scientific is now primarily an AI data-center developer and operator, with its customer-funded CoreWeave portfolio enabling a $2.9B capital recycling into 530MW of higher-priced AMD-backed leases. The signed 1.1GW portfolio supports $24-$25 per share, 30%+ above $17.27. Upside depends on securing 75%-80% AMD project financing without common equity; weaker terms could create a $1.5B-$2B equity need and material dilution.
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