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Core Scientific, Inc. (CORZ) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Technology · Software - Infrastructure

Earnings in 6 days (2026-05-06). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Engine safety override at $20.12: Quality below floor (1.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.1/10. Specifically: High short interest: 22%; Below-average business quality; Negative price momentum.

Core Scientific designs, builds, and operates large-scale data centers across 10 facilities in 7 U.S. states with approximately 1.4 GW gross utility power capacity for AI/HPC colocation and digital asset mining. In 2025 majority of revenue came from bitcoin self-mining, but the... Read more

$20.12+18.4% A.UpsideScore 4.1/10#79 of 80 Software - Infrastructure
Stop $18.76Target $23.89(analyst − 10%)A.R:R 1.2:1
Analyst target$26.55+31.9%16 analysts
$23.89our TP
$20.12price
$26.55mean
$40

Sell if holding. Engine safety override at $20.12: Quality below floor (1.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.1/10. Specifically: High short interest: 22%; Below-average business quality; Negative price momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 4.1/10, moderate confidence.

Passes 3/6 gates (clean insider activity, no SEC red flags, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and earnings proximity 6d<=7d. Suitability: aggressive.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: single high-density colocation customer
Quality below floor (1.6 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)46.6
Mkt Cap$6.2B
EV/EBITDA-65.4
Profit Mgn-90.5%
ROE
Rev Growth-16.0%
Beta6.36
DividendNone
Rating analysts25

Quality Signals

Piotroski F3/9

Options Flow

P/C0.47bullish
IV101%elevated
Max Pain$5-75.1% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomersingle high-density colocation customer
    10-K Item 1A: 'Currently our high-density colocation business is highly dependent on a single customer.'

Material Events(8-K, last 90d)

  • 2026-03-02Item 4.02HIGH
    Audit Committee determined non-reliance on financial statements for Q2 2024 (three and six months ended June 30, 2024) and Q3 2024 (three and nine months ended September 30, 2024). Material weakness in internal controls identified.
    SEC filing →
  • 2026-02-18Item 5.02LOW
    Board agreed to appoint independent directors per cooperation agreement with Two Seas Capital LP: one prior to March 15, 2026; second by September 15, 2026; third prior to 2027 Annual Meeting. No officer departure cited.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

4 floor-breakers

Unprofitable operations — net margin -90.5%. Quality floor flags this regardless of sector context.static

Roa
0.0
Gross Margin
0.0
Operating Margin
0.0
Net Margin
0.0
Fcf Quality
0.0
Piotroski F
3.3
Current Ratio
4.4
Moat
5.0
Cash-burning: FCF -169% of revenueNo competitive moatWeak Piotroski F-Score: 3/9Quality concerns

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.3
Growth Rank
0.4
Value Rank
0.8

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Surprise Avg
0.0
Earnings History
3.3
Erm
5.0
Earnings Timing
5.0
News Activity
5.0
Earnings concerns: 2B/2MEarnings in 6 days

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.0
Obv
1.7
Macd
3.9
Rsi
5.0
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.9<4.5A.R:R 1.2 < 1.5@spotEARNINGS PROXIMITY 6d<=7dInsider activity: OKNo SEC red flagsSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
66 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $14.42Resistance $21.73

Price Targets

$19
$24
A.Upside+18.7%
A.R:R1.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (1.6 < 4.0)
! Momentum score 3.9/10 — below 4.5 minimum
! Reward/Risk 1.2:1 at current price — below 1.5:1 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-05-06 (6d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CORZ stock a buy right now?

Sell if holding. Engine safety override at $20.12: Quality below floor (1.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.1/10. Specifically: High short interest: 22%; Below-average business quality; Negative price momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $18.76. Score 4.1/10, moderate confidence.

What is the CORZ stock price target?

Take-profit target: $23.89 (+18.4% upside). Prior stop was $18.76. Stop-loss: $18.76.

What are the risks of investing in CORZ?

Concentration risk — Customer: single high-density colocation customer; Quality below floor (1.6 < 4.0).

Is CORZ overvalued or undervalued?

Core Scientific, Inc. trades at a P/E of N/A (forward 46.6). TrendMatrix value score: 4.0/10. Verdict: Sell.

What do analysts say about CORZ?

25 analysts cover CORZ with a consensus score of 4.1/5. Average price target: $27.

What does Core Scientific, Inc. do?Core Scientific designs, builds, and operates large-scale data centers across 10 facilities in 7 U.S. states with...

Core Scientific designs, builds, and operates large-scale data centers across 10 facilities in 7 U.S. states with approximately 1.4 GW gross utility power capacity for AI/HPC colocation and digital asset mining. In 2025 majority of revenue came from bitcoin self-mining, but the company is converting its entire portfolio to high-density colocation over the next three years.

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