Added to YB: 2026-09-04
Pitch date: 2026-09-03
CORZ [bullish]
Core Scientific, Inc.
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
$5.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-134.83
P/E
-3.17
EV/Sales
17.72
Sector
Software
Category
value
AI Data Centers (Powered Shell Providers) Q2 2026 Earnings Recap - Core Scientific CORZ Case Study
CORZ: Core Scientific’s correction appears overdone: at roughly $16, a 9%-WACC DCF of the CoreWeave lease alone yields $10.27 per share with no terminal value, while 437MW is already revenue-generating and about 75% of CoreWeave’s 590MW is billing. The remaining price buys the 530MW AMD lease and uncontracted power pipeline; the thesis primarily requires continued execution on existing contracts.
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