Core Scientific targets 250MW high-density capacity in 2025 amid CoreWeave expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 07 2025
0mins
Should l Buy CORZ?
Source: SeekingAlpha
Management Insights: Core Scientific's CEO emphasized the company's strategic focus on AI-driven infrastructure and high-density colocation services, with plans to diversify its customer base and significant construction progress at the Denton facility expected to deliver 250 megawatts by the end of 2025.
Financial Performance and Outlook: The company reported a Q1 2025 revenue decline to $79.5 million due to a shift from mining to colocation services, while maintaining strong liquidity of $780 million; management remains optimistic about future capacity expansion and ongoing discussions with potential enterprise clients.
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Analyst Views on CORZ
Wall Street analysts forecast CORZ stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 17.270
Low
19.94
Averages
27.46
High
40.00
Current: 17.270
Low
19.94
Averages
27.46
High
40.00
About CORZ
Core Scientific, Inc. provides digital infrastructure for high-density colocation services and digital asset mining. The Company operates dedicated, purpose-built facilities for digital asset mining and is a provider of digital infrastructure, software solutions and services to its third-party customers. Its Digital Asset Self-Mining segment consists of digital asset mining for its own account. Its Digital Asset Hosted Mining segment consists of its digital infrastructure and third-party hosting services for digital asset mining. Its Colocation segment consists of providing high-density colocation services to third parties for graphics processing units (GPU)-based high-performance computing (HPC) operations. It employs its own large fleet of computers (miners) to earn digital assets for its own account and to provide hosting services for large digital asset-mining customers, and it is in the process of allocating and converting a significant portion of its 10 facilities.
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.
CORE SCIENTIFIC: TWO SEAS REACH AGREEMENT ON CUSTOMARY STANDSTILL TERMS, VALID FOR ONE YEAR FOLLOWING COOPERATION AGREEMENT SIGNING
- Agreement on Customary Standards: Two parties have agreed to maintain customary standards that will remain effective for a one-year period.
- Post-Execution Provisions: The provisions will take effect after the execution of a cooperation agreement.
See More
CORE SCIENTIFIC INC. PLANS TO APPOINT TWO INDEPENDENT DIRECTORS BY 2026, ACCORDING TO SEC FILING
Core Scientific Appointments: Core Scientific plans to appoint two independent directors by 2026 to enhance its governance structure.
SEC Filing: The company is preparing for this change as part of its compliance with SEC regulations.
See More
CORE SCIENTIFIC INC ANNOUNCES COOPERATION AGREEMENT WITH TWO SEAS CAPITAL - SEC FILING
Cooperation Agreement: CORE Scientific has entered into a cooperation agreement with Two Seas Capital to enhance its operational capabilities.
Focus on Sec Filings: The agreement emphasizes the importance of SEC filings, indicating a commitment to regulatory compliance and transparency in operations.
See More
CoreWeave Shares Drop Following CEO Stock Sale
- Executive Sell-off Impact: CoreWeave's CEO Michael Intrator sold 32,455 shares of Class A common stock worth $7.72 million on February 11, leading to downward pressure on the stock price, indicating market sensitivity to insider selling.
- Market Volatility Pressure: With the Nasdaq Composite down 0.09%, CoreWeave shares fell 5.83% to $90.44, highlighting the company's vulnerability amid broader market fluctuations.
- Upcoming Earnings Report: CoreWeave is set to report earnings on February 26, with an expected loss of 65 cents per share and revenue estimates of $1.53 billion, reflecting potential growth in the cloud infrastructure sector compared to last year's figures.
- Analyst Rating Dynamics: Despite short-term pressures, CoreWeave maintains a 'Buy' rating from several analysts, with Deutsche Bank raising its price target to $140, demonstrating confidence in the company's long-term prospects.
See More
Oasis Management Acquires New Position in Core Scientific
- New Investment Disclosure: On February 12, 2026, Oasis Management disclosed a new position by acquiring 2,643,729 shares of Core Scientific for $38.49 million, indicating a sustained interest in digital asset infrastructure.
- Holding Proportion Analysis: This acquisition represents approximately 2.5% of Oasis Management's reportable U.S. equity assets as of December 31, 2025, highlighting its strategic positioning in the digital infrastructure sector.
- Market Performance Review: As of February 12, 2026, Core Scientific shares were priced at $17.48, reflecting a 44.6% increase over the past year, outperforming the S&P 500 by 31.68 percentage points, suggesting positive market sentiment regarding its transformation.
- Financial Overview: Core Scientific's latest earnings report revealed a revenue decline to $81.1 million year-over-year; however, high-density colocation revenue increased from $10.3 million to $15.0 million, indicating a shift towards higher-margin service offerings.
See More
Helix Partners Sells Entire Stake in SLM Corporation
- Stake Sale Overview: On February 13, 2026, Helix Partners Management LP disclosed in an SEC filing the sale of its entire 200,000-share stake in SLM Corporation for approximately $5.54 million, indicating a cautious outlook on the company's future performance.
- SLM Financial Status: As of February 12, 2026, SLM shares were priced at $24.76, reflecting a 14.6% decline over the past year, and underperforming the S&P 500 by 27.5 percentage points during the same period, raising concerns about its growth potential.
- Investor Considerations: Despite SLM achieving a GAAP diluted EPS of $3.46 and a net interest margin of 5.21% in 2025, the delinquency rate rose to 4.0%, with guidance for net charge-offs in 2026 projected between $345 million and $385 million, signaling a trend of credit normalization.
- Future Outlook: Helix Partners' decision to trim its position may reflect a cautious stance on SLM's growth prospects, even as the company remains profitable and well-capitalized, prompting investors to focus on capital returns and credit metrics to assess the viability of holding the stock.
See More
CORE SCIENTIFIC: TWO SEAS REACH AGREEMENT ON CUSTOMARY STANDSTILL TERMS, VALID FOR ONE YEAR FOLLOWING COOPERATION AGREEMENT SIGNING
- Agreement on Customary Standards: Two parties have agreed to maintain customary standards that will remain effective for a one-year period.
- Post-Execution Provisions: The provisions will take effect after the execution of a cooperation agreement.
See More
CORE SCIENTIFIC INC. PLANS TO APPOINT TWO INDEPENDENT DIRECTORS BY 2026, ACCORDING TO SEC FILING
Core Scientific Appointments: Core Scientific plans to appoint two independent directors by 2026 to enhance its governance structure.
SEC Filing: The company is preparing for this change as part of its compliance with SEC regulations.
See More
CORE SCIENTIFIC INC ANNOUNCES COOPERATION AGREEMENT WITH TWO SEAS CAPITAL - SEC FILING
Cooperation Agreement: CORE Scientific has entered into a cooperation agreement with Two Seas Capital to enhance its operational capabilities.
Focus on Sec Filings: The agreement emphasizes the importance of SEC filings, indicating a commitment to regulatory compliance and transparency in operations.
See More
CoreWeave Shares Drop Following CEO Stock Sale
- Executive Sell-off Impact: CoreWeave's CEO Michael Intrator sold 32,455 shares of Class A common stock worth $7.72 million on February 11, leading to downward pressure on the stock price, indicating market sensitivity to insider selling.
- Market Volatility Pressure: With the Nasdaq Composite down 0.09%, CoreWeave shares fell 5.83% to $90.44, highlighting the company's vulnerability amid broader market fluctuations.
- Upcoming Earnings Report: CoreWeave is set to report earnings on February 26, with an expected loss of 65 cents per share and revenue estimates of $1.53 billion, reflecting potential growth in the cloud infrastructure sector compared to last year's figures.
- Analyst Rating Dynamics: Despite short-term pressures, CoreWeave maintains a 'Buy' rating from several analysts, with Deutsche Bank raising its price target to $140, demonstrating confidence in the company's long-term prospects.
See More
Oasis Management Acquires New Position in Core Scientific
- New Investment Disclosure: On February 12, 2026, Oasis Management disclosed a new position by acquiring 2,643,729 shares of Core Scientific for $38.49 million, indicating a sustained interest in digital asset infrastructure.
- Holding Proportion Analysis: This acquisition represents approximately 2.5% of Oasis Management's reportable U.S. equity assets as of December 31, 2025, highlighting its strategic positioning in the digital infrastructure sector.
- Market Performance Review: As of February 12, 2026, Core Scientific shares were priced at $17.48, reflecting a 44.6% increase over the past year, outperforming the S&P 500 by 31.68 percentage points, suggesting positive market sentiment regarding its transformation.
- Financial Overview: Core Scientific's latest earnings report revealed a revenue decline to $81.1 million year-over-year; however, high-density colocation revenue increased from $10.3 million to $15.0 million, indicating a shift towards higher-margin service offerings.
See More
Helix Partners Sells Entire Stake in SLM Corporation
- Stake Sale Overview: On February 13, 2026, Helix Partners Management LP disclosed in an SEC filing the sale of its entire 200,000-share stake in SLM Corporation for approximately $5.54 million, indicating a cautious outlook on the company's future performance.
- SLM Financial Status: As of February 12, 2026, SLM shares were priced at $24.76, reflecting a 14.6% decline over the past year, and underperforming the S&P 500 by 27.5 percentage points during the same period, raising concerns about its growth potential.
- Investor Considerations: Despite SLM achieving a GAAP diluted EPS of $3.46 and a net interest margin of 5.21% in 2025, the delinquency rate rose to 4.0%, with guidance for net charge-offs in 2026 projected between $345 million and $385 million, signaling a trend of credit normalization.
- Future Outlook: Helix Partners' decision to trim its position may reflect a cautious stance on SLM's growth prospects, even as the company remains profitable and well-capitalized, prompting investors to focus on capital returns and credit metrics to assess the viability of holding the stock.
See More
