Core Scientific, Inc. provides blockchain and artificial intelligence (AI) infrastructure services in the United States. The company is headquartered in Austin, Texas.
| Revenue (TTM) | $440.31M |
| Gross Profit (TTM) | $141.50M |
| EBITDA | $-78.25M |
| Operating Margin | 6.87% |
| Return on Equity | 0.00% |
| Return on Assets | -2.43% |
| Revenue/Share (TTM) | $1.37 |
| Book Value | $-7.57 |
| Price-to-Book | — |
| Price-to-Sales (TTM) | 13.06 |
| EV/Revenue | 18.81 |
| EV/EBITDA | 454.88 |
| Quarterly Earnings Growth (YoY) | 61.20% |
| Quarterly Revenue Growth (YoY) | 108.80% |
| Shares Outstanding | $321.34M |
| Float | $287.46M |
| % Insiders | 3.08% |
| % Institutions | 119.67% |
Volatility is currently contracting
Rising long-term Treasury yields are pressuring the most capital-hungry corners of the AI infrastructure trade Tuesday morning, and the pain is landing on the pure-play buildout names rather than the broader data center category.
AI data center pure plays are unwinding together Friday, with a fiscal 2026 impairment charge at IREN Limited (NASDAQ:IREN) dragging capex-heavy peers. The broadening move signals investors re-pricing the group's transition costs across the cohort.
The public's data-center revolt spreads
The Valkyrie Bitcoin Miners ETF (NASDAQ:WGMI) is up 97% over the past year even though bitcoin has lost 46% of its value in the same window.
MIAMI--(BUSINESS WIRE)--Core Scientific, Inc. (Nasdaq: CORZ) (“Core Scientific” or the “Company”), a leader in digital infrastructure for high-density colocation (“HDC”), today announced that it has completed its previously announced acquisition of Polaris DS LLC (“Polaris”). Through the acquisition, Core Scientific has secured the approximately 440 currently in service megawatts (“MW”) of gross, grid-connected power capacity being used by Polaris under existing electric service agreements with.
Core Scientific is rated Buy, driven by robust colocation revenue and strong execution in a rapidly expanding AI-driven market. The company's colocation business, accounting for over 80% of revenue, is underpinned by long-term contracts like AMD and CoreWeave, offering diversification and high profit margins. Revenue and EBITDA trends are positive, with FY2026 revenue estimated at $671.63 million (110.53% YoY growth) and EBITDA projected to reach $194.08 million by FY2028.
I'm rating Core Scientific a Strong Buy with a price target of $28, implying a 40% upside potential. My main growth drivers are the CoreWeave ramp, the AMD Phase 1 contract, additional power monetization, and the mix shift away from bitcoin mining. Together, these drivers support my estimate of about $1.2 billion in potential 2028 EBITDA before applying a conservative adjustment for corporate costs and execution risk.
MIAMI--(BUSINESS WIRE)--Core Scientific, Inc. (Nasdaq: CORZ) (“Core Scientific” or the “Company”), a leader in digital infrastructure for high-density colocation (“HDC”), today announced the appointment of Mark W. Adams to its Board of Directors, effective immediately. With the addition of Mr. Adams, Core Scientific's Board will expand to seven directors.Mr. Adams brings over three decades of technology leadership experience across the AI infrastructure, semiconductors, storage, digital media, a.
Core Scientific, Inc. (CORZ) Q2 2026 Earnings Call Transcript
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