Core Scientific is rated a cautious Buy with a $20/share valuation based on significant contracts with CoreWeave and AMD. The company has 1120 MW under contract, potentially generating $1.6 billion in annual net operating income, with AMD reserving rights for an additional 1925 MW. Financing needs are substantial, with $4.4 billion in commitments planned to be funded through project bonds or debt rather than equity. Key risks include AMD not exercising reserved capacity, delays in electricity infrastructure, and high-cost financing that could impact returns. Shareholders previously rejected a $9 billion takeover by CoreWeave, but the new AMD agreement marks a major development for Core Scientific's growth prospects.
Core Scientific has a market cap of $4.63 billion and an enterprise value of $8.13 billion on Pluang as of Nov 13, 2026 20:44 WIB. The stock price is $14.37 with a slight 0.07% decrease in the last day, while trading volume remains active at 19,410,697 shares. Despite cautious optimism from analysts about AMD's expansion potential, Pluang order activity shows a strong sell sentiment at 91%.
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