Recent Upgrade Buzz: Core Scientific has been a hot topic on social media lately, with discussions centering on a recent analyst upgrade. Many users are highlighting a positive shift in outlook, pointing to a buy rating and a price target significantly above current levels. The focus is on the company’s potential in high-performance computing and AI infrastructure.
Strategic Moves: Conversations also touch on Core Scientific’s strategic pivot away from traditional Bitcoin mining toward AI and HPC colocation contracts. There’s notable interest in long-term hosting deals projected to bring in substantial revenue, with some expressing optimism about reduced financial strain. The chatter reflects curiosity about how these moves will play out in a volatile market.
Note: This discussion summary was generated from an AI condensation of post data.
Core Scientific Insider Trading Activity
Core Scientific insiders have traded $CORZ stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CORZ stock by insiders over the last 6 months:
- ERIC STANTON WEISS purchased 5,000 shares for an estimated $107,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Core Scientific Revenue
Core Scientific had revenues of $81.1M in Q3 2025. This is a decrease of -14.95% from the same period in the prior year.
You can track CORZ financials on Quiver Quantitative's CORZ stock page.
Core Scientific Hedge Fund Activity
We have seen 197 institutional investors add shares of Core Scientific stock to their portfolio, and 202 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PENTWATER CAPITAL MANAGEMENT LP added 22,385,000 shares (+1200.3%) to their portfolio in Q3 2025, for an estimated $401,586,900
- SITUATIONAL AWARENESS LP added 12,186,496 shares (+152.4%) to their portfolio in Q3 2025, for an estimated $218,625,738
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 11,699,823 shares (+inf%) to their portfolio in Q3 2025, for an estimated $209,894,824
- TWO SEAS CAPITAL LP added 8,593,951 shares (+126.9%) to their portfolio in Q3 2025, for an estimated $154,175,480
- GULLANE CAPITAL, LLC removed 7,028,794 shares (-68.1%) from their portfolio in Q3 2025, for an estimated $126,096,564
- OAKTREE CAPITAL MANAGEMENT LP added 6,400,708 shares (+inf%) to their portfolio in Q3 2025, for an estimated $114,828,701
- TOMS CAPITAL INVESTMENT MANAGEMENT LP added 5,663,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $101,594,220
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Core Scientific Analyst Ratings
Wall Street analysts have issued reports on $CORZ in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 01/06/2026
- Bernstein issued a "Outperform" rating on 11/03/2025
- Clear Street issued a "Buy" rating on 10/28/2025
- HC Wainwright & Co. issued a "Buy" rating on 10/28/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/24/2025
- Roth Capital issued a "Buy" rating on 10/23/2025
To track analyst ratings and price targets for Core Scientific, check out Quiver Quantitative's $CORZ forecast page.
Core Scientific Price Targets
Multiple analysts have issued price targets for $CORZ recently. We have seen 10 analysts offer price targets for $CORZ in the last 6 months, with a median target of $23.75.
Here are some recent targets:
- Gregory Lewis from BTIG set a target price of $23.0 on 01/06/2026
- Greg Miller from Citizens set a target price of $30.0 on 12/18/2025
- Gautam Chhugani from Bernstein set a target price of $24.0 on 11/03/2025
- Paul Golding from Macquarie set a target price of $34.0 on 10/31/2025
- Brian Dobson from Clear Street set a target price of $23.0 on 10/28/2025
- Kevin Dede from HC Wainwright & Co. set a target price of $25.0 on 10/28/2025
- Brett Knoblauch from Cantor Fitzgerald set a target price of $26.0 on 10/24/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
