CORZ Earnings
Wednesday, May 06 2026
EPS Estimate
$-0.05
$-0.07 – $-0.03
Revenue Estimate
$109M
Current Price
$19.87
Our Position
bullishMorgan Stanley funds Core Scientific's $500M pivot to AI
structured data
est. revisions rising
(+600.0pp / 30d)
This is institutional validation that Core Scientific's infrastructure — not just its trading activity — has real asset value to a tier-one bank. Morgan Stanley's commitment and the $1 billion expansion option signal confidence in the company's ability to service debt and lease AI compute at scale, a far more durable revenue model than bitcoin mining. The rapid BTC liquidation shows management is serious about redeploying capital into the higher-margin AI opportunity.
Watch: Watch for actual AI customer signings and utilization metrics — the financing is the credibility play, but revenue from long-term AI contracts will prove the business pivot works. Any early wins here would justify the debt load and de-risk the 364-day refinance window.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+0.0% 0up/0dn
Analyst Target (mean)
$26 $20–$40 +33%
Options P/C Ratio
0.24 1C/1P unusual
Est. Dispersion
80% 2 analysts
Insider Cluster
strong buy
Fund Convergence
strong Citadel, Renaissance, Two Sigma, Soros, D.E. Shaw
Recent Activity
insider trades
70 transactions
Sell
·
DUCHENE TODD M (Officer)
·10,000 shares
·$164,865
Sell
·
DUCHENE TODD M (Officer)
·10,000 shares
·$152,523
Award
·
DUCHENE TODD M (Officer)
·216,734 shares
Award
·
SULLIVAN ADAM TAYLOR (Chief Executive Officer)
·741,545 shares
Buy
·
WEISS ERIC STANTON (Director)
·7,000 shares
·$101,700
65 more
Award
·
LEVY JORDAN A
·18,575 shr
Award
·
CRAIN ELIZABETH A
·18,575 shr
Award
·
ROZOV YADIN
·18,575 shr
Award
·
BOOTH JEFFREY DAVID
·18,575 shr
Award
·
WEISS ERIC STANTON
·18,575 shr
Award
·
DUCHENE TODD M
·55,758 shr
Award
·
SULLIVAN ADAM TAYLOR
·159,308 shr
Other
·
ROZOV YADIN
·40,100 shr
Buy
·
WEISS ERIC STANTON
·5,000 shr
·$107,500
Sell
·
DUCHENE TODD M
·7,759 shr
·$96,142
Sell
·
DUCHENE TODD M
·50,000 shr
·$615,745
Sell
·
DUCHENE TODD M
·60,000 shr
·$679,884
Award
·
CRAIN ELIZABETH A
·46,773 shr
Buy
·
ROZOV YADIN
·110,000 shr
·$1,195,370
Sell
·
DUCHENE TODD M
·50,000 shr
·$561,585
Award
·
DUCHENE TODD M
·194,600 shr
Award
·
SULLIVAN ADAM TAYLOR
·665,985 shr
Sell
·
DUCHENE TODD M
·7,921 shr
·$59,581
Sell
·
SULLIVAN ADAM TAYLOR
·22,629 shr
·$170,213
Buy
·
WEISS ERIC STANTON
·5,000 shr
·$46,050
Award
·
NYGAARD JAMES P JR
·819,672 shr
Buy
·
LEVY JORDAN A
·62,500 shr
·$500,506
Buy
·
WEISS ERIC STANTON
·6,000 shr
·$50,750
Sell
·
BECKER TODD A
·134,250 shr
·$1,443,214
Award
·
LEVY JORDAN A
·20,448 shr
Award
·
PATTEN JARROD MICHAEL
·20,448 shr
Award
·
BECKER TODD A
·20,448 shr
Award
·
ROZOV YADIN
·20,448 shr
Award
·
BOOTH JEFFREY DAVID
·20,448 shr
Award
·
WEISS ERIC STANTON
·20,448 shr
Sell
·
DUCHENE TODD M
·25,277 shr
·$410,473
Sell
·
SULLIVAN ADAM TAYLOR
·369,712 shr
·$6,003,753
Sell
·
STERLING DENISE MARIE BRUCIA
·802 shr
·$12,544
Sell
·
DUCHENE TODD M
·132,810 shr
·$1,892,572
Sell
·
SULLIVAN ADAM TAYLOR
·88,380 shr
·$1,258,796
Award
·
SULLIVAN ADAM TAYLOR
·159,306 shr
Exercise
·
DUCHENE TODD M
·267,301 shr
·$2,673
Exercise
·
DUCHENE TODD M
·196,977 shr
·$1,970
Sell
·
ROZOV YADIN
·105,000 shr
·$1,901,949
Sell
·
DUCHENE TODD M
·25,000 shr
·$427,420
Exercise
·
ROZOV YADIN
·195,000 shr
·$1,950
Buy
·
PATTEN JARROD MICHAEL
·2,240 shr
·$24,752
Buy
·
PATTEN JARROD MICHAEL
·2,100 shr
·$21,210
Buy
·
PATTEN JARROD MICHAEL
·2,100 shr
·$20,790
Award
·
STERLING DENISE MARIE BRUCIA
·318,613 shr
Buy
·
PATTEN JARROD MICHAEL
·7,800 shr
·$72,384
Buy
·
PATTEN JARROD MICHAEL
·5,021 shr
·$48,596
Buy
·
PATTEN JARROD MICHAEL
·1,500 shr
·$14,925
Buy
·
PATTEN JARROD MICHAEL
·4,000 shr
·$38,800
Buy
·
LEVY JORDAN A
·48,700 shr
·$496,531
Sell
·
DUCHENE TODD M
·11,582 shr
·$109,010
Sell
·
STERLING DENISE MARIE BRUCIA
·8,752 shr
·$82,374
Exercise
·
SULLIVAN ADAM TAYLOR
·95,303 shr
·$953
Award
·
DUCHENE TODD M
·1,338,179 shr
Sell
·
DUCHENE TODD M
·7,321 shr
·$68,715
Sell
·
DUCHENE TODD M
·30,000 shr
·$297,235
Award
·
SULLIVAN ADAM TAYLOR
·3,823,363 shr
Award
·
LEVY JORDAN A
·175,239 shr
Award
·
PATTEN JARROD MICHAEL
·175,239 shr
Award
·
BECKER TODD A
·175,239 shr
Award
·
ROZOV YADIN
·175,239 shr
Award
·
BOOTH JEFFREY DAVID
·175,239 shr
Award
·
WEISS ERIC STANTON
·175,239 shr
Sell
·
STERLING DENISE MARIE BRUCIA
·4,261 shr
·$15,595
Sell
·
DUCHENE TODD M
·10,000 shr
·$186,247
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