US · Technology · Software - Infrastructure
EPS came in at 0.18 against a street estimate of -0.02 — a beat of 1000.0%.
Analysts rate Core Scientific, Inc. Common Stock a strong buy (20 buy, 2 hold, 0 sell out of 22) with an average price target of $30.62.
CONFIDENT Core Scientific announced landmark $14B AMD partnership (530 MW across 5 sites, 15-year lease). Already billing 437 MW, ahead of schedule. 1.1 GW total contracted capacity now; $11–12M/MW build cost guides 2028 delivery. Q2 FY26 Not disclosed by geography; projects span Texas (Pecos, Hunt, Muskogee), Georgia (Dalton), and Alabama (Auburn). Analysts probed behind-the-meter timelines (grid power risk), pre-spend CapEx (affirmed $1B committed), and AMD exclusivity (direct leases locked; neo arrangements possible but distinct). Management emphasized execution proof and customer diversification as AMD selection rationale. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.75% |
| Situational Awareness LP | 8.09% |
| Jericho Capital Asset Management LP | 7.12% |
| Vanguard Portfolio Management, LLC | 5.81% |
| UBS Group AG | 4.94% |
| Vanguard Capital Management, LLC | 4.29% |
| Two Sigma Investments LLC | 3.20% |
| Value Aligned Research Advisors LLC | 2.86% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $232.866 million, up from $81.103 million in the third quarter of 2025. • Nine-month 2026 revenue | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 total revenue was $232.9 million, up from $164.2 million in Q2 2026 and $81.1 million in Q3 2025. • Colocation revenue wa | 2026-11-05 |
| Reg FD disclosure · Q3 2026 CORE SCIENTIFIC, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Company operates/plans three data center sites in Texas with total conditional electrica | 2026-09-10 |
| Material agreement · Q3 2026 CORE SCIENTIFIC, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company entered into new Credit Agreement on August 25, 2026 • Revolving Credit Facility | 2026-08-27 |
| Reg FD disclosure · Q3 2026 CORE SCIENTIFIC, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition purchase price: $444.3 million in cash for Polaris DS LLC • Additional conti | 2026-08-14 |
| Board / officer change · Q3 2026 CORE SCIENTIFIC, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Core Scientific, Inc. (ticker: CORZ) is a technology company operating in t | 2026-07-29 |
| Quarterly report · Q2 2026 CORE SCIENTIFIC, INC. — 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Cash position: $1.77 billion in cash a | 2026-07-28 |
| Results announced · Q3 2026 CORE SCIENTIFIC Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Colocation Revenue: $136.7 million (up 76% QoQ from $77.5M; up 1,193% YoY from $ | 2026-07-28 |
Readable in the app.
| Announcement | Date |
|---|---|
| Electrical power approvals granted for three Texas data center sites Core Scientific announced regulatory approval progress for electrical power at three Texas data center locations, totaling over 1,400 Megawatts of capacity. Key Details: - Denton, TX: 297 M | 2026-09-10 |
| Completed acquisition of Polaris DS LLC for approximately $444.3 million Core Scientific, Inc. completed its acquisition of Polaris DS LLC on August 13, 2026, for approximately $444.3 million in cash. The deal was announced on August 14, 2026. Key terms: Core Sci | 2026-08-14 |
| Partnership to secure data center capacity for AI infrastructure deployment AMD and Core Scientific announced a strategic partnership to expand AI infrastructure capacity. AMD will secure access to more than 500 megawatts of U.S. data center capacity starting in 202 | 2026-07-28 |
| Acquires land and electrical infrastructure adjacent to existing data center Core Scientific announced on May 5, 2026 that it is acquiring Polaris DS LLC for approximately $421 million in cash (plus up to $40 million more if additional power capacity becomes availabl | 2026-05-06 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Core Scientific, Inc. Common Stock — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.