Citizens Enhances Core Scientific (CORZ) Rating Amid Improved HPC Growth Prospects
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 21 2025
0mins
Should l Buy CRWV?
Source: Yahoo Finance
Stock Upgrade: Core Scientific, Inc. (NASDAQ:CORZ) was upgraded by Citizens from Market Perform to Market Outperform, with a price target of $30, citing strong growth prospects in high-performance computing (HPC).
Robust Power Pipeline: Analysts believe Core Scientific's power pipeline can secure additional HPC lease agreements, positioning the company favorably in the competitive data center market despite a failed merger with CoreWeave.
Value Creation: Following the termination of the CoreWeave deal, new contracts indicate that data center capacity suppliers like Core Scientific are achieving more favorable terms, suggesting the company is undervalued.
AI Transition: Core Scientific has shifted focus to AI by utilizing its advanced infrastructure and HPC expertise, although some analysts suggest other AI stocks may present better investment opportunities.
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Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise
25 Analyst Rating
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 91.000
Low
68.00
Averages
123.23
High
180.00
Current: 91.000
Low
68.00
Averages
123.23
High
180.00
About CRWV
CoreWeave, Inc. is a cloud infrastructure technology company. The Company offers the CoreWeave Cloud Platform, which consists of software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure. Its CoreWeave Cloud Platform is an integrated solution that is purpose-built for running AI workloads such as model training and inference. Its solutions include infrastructure services, managed software services, and application software services. Its Infrastructure Services provide its customers with access to advanced graphics processing unit (GPU) and central processing unit (CPU) compute, highly performant networking, and storage. Its Managed Software Services include CKS, a flexible virtual private cloud and a bare metal service that runs kubernetes directly on high-performance servers. Its Application Software Services build on top of its infrastructure and managed software services, integrating additional tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stock Price Volatility: CoreWeave's stock plummeted by over 6% on October 30, 2025, after the merger agreement with Core Scientific was not approved, and then dropped another 16% on November 10, 2025, due to lowered revenue guidance, indicating severe market skepticism about its operational capabilities.
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- Construction Delays Allegations: CoreWeave is accused of overstating its ability to meet customer demand while concealing significant delays in data center construction, resulting in a further 3% drop in stock price from $72.35 to $69.50 on December 16, 2025, exacerbating market distrust.
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- Class Action Filed: Bleichmar Fonti & Auld LLP has initiated a class action lawsuit against CoreWeave and its executives for securities fraud following significant stock drops, with investors encouraged to apply to lead the case by March 13, 2026.
- Stock Price Volatility: CoreWeave's stock plummeted by over 6% on October 30, 2025, after the merger agreement with Core Scientific was not approved, and then dropped another 16% on November 10, 2025, due to lowered revenue guidance, indicating severe market skepticism about its operational capabilities.
- Merger Agreement Termination: The failure to secure sufficient shareholder votes for the merger with Core Scientific led to a decline in CoreWeave's stock price from $139.93 to $131.06, reflecting investor disappointment regarding the company's future prospects.
- Construction Delays Allegations: CoreWeave is accused of overstating its ability to meet customer demand while concealing significant delays in data center construction, resulting in a further 3% drop in stock price from $72.35 to $69.50 on December 16, 2025, exacerbating market distrust.
See More
CoreWeave Securities Class Action Reminder
- Filing Deadline: ClaimsFiler reminds CoreWeave investors that they must file lead plaintiff applications by March 13, 2026, to participate in the securities class action lawsuit concerning trades made between March 28, 2025, and December 15, 2025.
- Overview of Allegations: CoreWeave and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws by overstating their ability to meet customer demand and underestimating risks associated with reliance on a single third-party data center supplier.
- Potential Impact: The alleged false and misleading statements could have a materially negative impact on the company's revenue, prompting investors to closely monitor the case's developments to assess potential implications for their investments.
- Legal Support Information: Investors can access legal support through the ClaimsFiler website or by calling a toll-free number, with Kahn Swick & Foti, LLC offering legal consultations to help investors understand their options.
See More
CoreWeave Shareholder Class Action Notice
- Lawsuit Background: The Gross Law Firm has issued a notice to shareholders of CoreWeave, Inc. (NASDAQ: CRWV), encouraging those who purchased shares during the class period from March 28, 2025, to December 15, 2025, to contact the firm regarding possible lead plaintiff appointment.
- Allegations: The complaint alleges that during the class period, defendants made materially false and/or misleading statements and failed to disclose the risks associated with reliance on a single third-party data center supplier, which could materially impact the company's revenue.
- Participation Requirements: Shareholders must register by March 13, 2026, to participate in the class action, and upon registration, they will receive status updates throughout the case lifecycle, with no cost or obligation to participate.
- Law Firm's Advantage: The Gross Law Firm is a nationally recognized class action law firm committed to protecting investor rights and ensuring companies adhere to responsible business practices and good corporate citizenship.
See More
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- Class Action Initiation: Robbins Geller Rudman & Dowd LLP announced that investors who purchased CoreWeave securities between March 28 and December 15, 2025, can seek lead plaintiff status in a class action lawsuit by March 13, 2026, alleging violations of the Securities Exchange Act by CoreWeave and its executives.
- Major Pre-IPO Deal: On March 10, 2025, CoreWeave announced a deal worth up to $11.9 billion with OpenAI for AI infrastructure, yet the lawsuit claims the company failed to adequately disclose its service capabilities before the IPO, leading to investor losses.
- Merger Agreement Termination: On October 30, 2025, Core Scientific announced it lacked sufficient shareholder votes to approve its merger with CoreWeave, resulting in the termination of the agreement, which caused CoreWeave's stock to drop over 6%, indicating market concerns about its merger prospects.
- Revenue Guidance Downgrade: On November 10, 2025, CoreWeave lowered its 2025 revenue guidance due to delays from a third-party data center developer, leading to a further 16% drop in stock price, highlighting significant risks in the company's supply chain management and eroding market confidence.
See More
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Share Sale Announcement: West Clay Capital LLC plans to sell 281.25K shares of Core Weave (CRWV.US) common stock on February 18, with a total market value of approximately $25.59 million.
Reduction in Shareholding: West Clay Capital has reduced its shareholding in Core Weave by 1.78 million shares since November 26, 2025, with a total value of around $145.79 million.
See More
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- Share Acquisition: On February 17, 2026, Cantor Fitzgerald disclosed to the SEC the acquisition of an additional 3,333,423 shares of IREN, with an estimated transaction value of $171.96 million, indicating strong confidence in the company's future prospects.
- Market Value Increase: This acquisition led to a $124.65 million increase in IREN's quarter-end value, reflecting the dual impact of new purchases and price changes, thereby solidifying Cantor Fitzgerald's investment strategy in the digital asset sector.
- Portfolio Adjustment: Following this transaction, IREN now represents 1.99% of Cantor Fitzgerald's 13F AUM, while the firm drastically reduced its stake in CoreWeave by 86%, highlighting its focus on IREN's growth potential.
- Market Performance: As of February 17, 2026, IREN shares were priced at $40.97, up 215.9% year-over-year, significantly outperforming the S&P 500 by 203 percentage points, showcasing its robust performance in the data center and Bitcoin mining sectors.
See More
