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CORZR Stock Analysis - Core Scientific, Inc./tx AI Rating

CORZR Nasdaq Finance Services DE CIK: 0001839341
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
95% Confidence

📊 CORZR Key Takeaways

Revenue: $319.0M
Net Margin: -90.5%
Free Cash Flow: $-450.8M
Current Ratio: 1.15x
Debt/Equity: N/A
EPS: $-0.88
AI Rating: STRONG SELL with 95% confidence

Investment Thesis

Core Scientific exhibits severe financial distress with negative stockholders' equity of -$962.7M, indicating liabilities exceed assets and shareholder value has been destroyed. The company burns through capital with negative free cash flow of -$450.8M despite generating $278.2M in operating cash flow, driven by unsustainable capital expenditures of $729M. Revenue declined 37.5% YoY while net losses widened to -$288.6M, demonstrating deteriorating operational performance across all profitability metrics.

CORZR Strengths

  • + Operating cash flow of $278.2M provides near-term liquidity buffer
  • + Current ratio of 1.15x indicates ability to cover short-term obligations
  • + Cash position of $311.4M offers runway for operations

CORZR Risks

  • ! Negative stockholders' equity of -$962.7M indicates potential insolvency; liabilities ($3.3B) far exceed assets ($2.3B)
  • ! Massive negative free cash flow of -$450.8M is unsustainable; company burning $1.41 in cash for every dollar of revenue
  • ! Revenue collapsed 37.5% YoY while operating losses expanded to -$245.6M, indicating operational model failure and deteriorating unit economics
  • ! Capital expenditure of $729M is grossly disproportionate to revenue base, suggesting failed growth investments or impaired asset valuations
  • ! Net margin of -90.5% and operating margin of -77.0% demonstrate fundamental business model dysfunction

Key Metrics to Watch

CORZR Financial Metrics

Revenue
$319.0M
Net Income
$-288.6M
EPS (Diluted)
$-0.88
Free Cash Flow
$-450.8M
Total Assets
$2.3B
Cash Position
$311.4M

💡 AI Analyst Insight

Core Scientific, Inc./tx presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CORZR Profitability Ratios

Gross Margin 11.9%
Operating Margin -77.0%
Net Margin -90.5%
ROE N/A
ROA -12.3%
FCF Margin -141.3%

CORZR vs Finance Sector

How Core Scientific, Inc./tx compares to Finance sector averages

Net Margin
CORZR -90.5%
vs
Sector Avg 25.0%
CORZR Sector
ROE
CORZR 0.0%
vs
Sector Avg 12.0%
CORZR Sector
Current Ratio
CORZR 1.1x
vs
Sector Avg 1.2x
CORZR Sector
Debt/Equity
CORZR 0.0x
vs
Sector Avg 2.0x
CORZR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CORZR Balance Sheet & Liquidity

Current Ratio
1.15x
Quick Ratio
1.15x
Debt/Equity
N/A
Debt/Assets
141.0%
Interest Coverage
N/A
Long-term Debt
N/A

CORZR 5-Year Financial Trend

CORZR 5-year financial data: Year 2022: Revenue $640.3M, Net Income -$12.2M, EPS $-0.14. Year 2023: Revenue $640.3M, Net Income $47.3M, EPS $0.20. Year 2024: Revenue $640.3M, Net Income -$2.1B, EPS $-6.30. Year 2025: Revenue $510.7M, Net Income -$246.5M, EPS $-0.65.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Core Scientific, Inc./tx's revenue has declined by 20% over the 5-year period, indicating business contraction. The most recent EPS of $-0.65 indicates the company is currently unprofitable.

CORZR Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-141.3%
Free cash flow / Revenue

CORZR Quarterly Performance

Quarterly financial performance data for Core Scientific, Inc./tx including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $81.1M -$146.7M $-0.46
Q2 2025 $78.6M -$356.1M $-0.04
Q1 2025 $79.5M $210.7M $0.78
Q3 2024 $95.4M -$41.1M $-0.11
Q2 2024 $126.9M -$9.3M $-0.02
Q1 2024 $120.7M -$388.0K $0.00
Q3 2023 $112.9M -$388.0K $0.00
Q2 2023 $126.9M -$388.0K $0.00

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CORZR Capital Allocation

Operating Cash Flow
$278.3M
Cash generated from operations
Capital Expenditures
$729.0M
Investment in assets
Dividends
None
No dividend program

CORZR SEC Filings

Access official SEC EDGAR filings for Core Scientific, Inc./tx (CIK: 0001839341)

📋 Recent SEC Filings

Date Form Document Action
Mar 19, 2026 4 xslF345X06/form4.xml View →
Mar 18, 2026 10-K/A core-20251231.htm View →
Mar 10, 2026 4 xslF345X05/form4.xml View →
Mar 6, 2026 8-K core-20260304.htm View →
Mar 2, 2026 10-K core-20251231.htm View →

Frequently Asked Questions about CORZR

What is the AI rating for CORZR?

Core Scientific, Inc./tx (CORZR) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CORZR's key strengths?

Operating cash flow of $278.2M provides near-term liquidity buffer. Current ratio of 1.15x indicates ability to cover short-term obligations.

What are the risks of investing in CORZR?

Negative stockholders' equity of -$962.7M indicates potential insolvency; liabilities ($3.3B) far exceed assets ($2.3B). Massive negative free cash flow of -$450.8M is unsustainable; company burning $1.41 in cash for every dollar of revenue.

What is CORZR's revenue and growth?

Core Scientific, Inc./tx reported revenue of $319.0M.

Does CORZR pay dividends?

Core Scientific, Inc./tx does not currently pay dividends.

Where can I find CORZR SEC filings?

Official SEC filings for Core Scientific, Inc./tx (CIK: 0001839341) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CORZR's EPS?

Core Scientific, Inc./tx has a diluted EPS of $-0.88.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI