Core Scientific, Inc. (CORZ)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
$11.38-10.82%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
QuarterlyIQ Insights · CORZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks CORZ against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Our execution at scale is translating into results, with a significant sequential increase in GAAP colocation revenue,” said Adam Sullivan, Chief Executive Officer of Core Scientific.
Stated in 2 of 3 supplied quarters. Management reported: “Recent Business Developments • Colocation revenue increased nearly 60% sequentially to $215.4 million in the third quarter of 2026, driven by continued delivery of billing megawatts.” “• Billing for 485 MW of capacity as of September 30, 2026, representing over $700 million in average annualized colocation GAAP revenue.”
““Our execution at scale is translating into results, with a significant sequential increase in GAAP colocation revenue,” said Adam Sullivan, Chief Executive Officer of Core Scientific.”
“• Billing for 243 MW of capacity, representing approximately $350 million in average annualized colocation GAAP revenue.”
“The Polaris acquisition is another example of how we are strategically expanding our power portfolio to support our long-term growth,” said Adam Sullivan, Chief Executive Officer of Core Scientific.
Stated in 1 of 3 supplied quarters. Management reported: ““The Polaris acquisition is another example of how we are strategically expanding our power portfolio to support our long-term growth,” said Adam Sullivan, Chief Executive Officer of Core Scientific.” ““Through site acquisitions this year, we have added more than 600 MW of leasable power to our portfolio, while continuing to further scale our campuses.””
“The facilities are expected to release approximately $300 million of restricted cash, meaningfully improving our capital efficiency and financial flexibility as we pursue opportunities in a dynamic…
Stated in 1 of 3 supplied quarters. Management reported: ““The facilities are expected to release approximately $300 million of restricted cash, meaningfully improving our capital efficiency and financial flexibility as we pursue opportunities in a dynamic and rapidly evolving industry.”” “Document Core Scientific Announces First Quarter Fiscal Year 2026 Results Recent Developments • Strengthened the capital structure through today’s closing of a $3.3 billion offering of 7.75% senior secured notes due 2031, supporting strategic data center development projects.”
The Company is in the process of repurposing its remaining mining facilities to support its high-density colocation services business as circumstances allow .
Stated in 2 of 3 supplied quarters. Management reported: “The Company is in the process of repurposing its remaining mining facilities to support its high-density colocation services business as circumstances allow .” “The Company is in the process of repurposing its remaining mining facilities to support its high-density colocation services business as circumstances allow .”
from Boston College. “Mark brings an exceptional combination of technology leadership and operational expertise to our Board,” said Adam Sullivan, Chief Executive Officer of Core Scientific.
Over the trailing year it converted 1.02x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
36 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=6008).
Not investment advice. As of 2026-11-05.
“• Expanded the Company’s total gross power capacity pipeline to 4.5 GW, including planned 1.5 GW expansions at each of the Company’s Muskogee, Oklahoma and Pecos, Texas campuses.”
“Document Core Scientific Announces First Quarter Fiscal Year 2026 Results Recent Developments • Strengthened the capital structure through today’s closing of a $3.3 billion offering of 7.75% senior s…”
“The Company is in the process of repurposing its remaining mining facilities to support its high-density colocation services business as circumstances allow .”
“The Company is in the process of repurposing its remaining mining facilities to support its high-density colocation services business as circumstances allow .”