Core Scientific (CORZ) has drawn attention recently, with shares moving higher over the past week. Investors are taking note of the company’s ongoing performance and looking for signals in its recent market activity.
See our latest analysis for Core Scientific.
Core Scientific’s momentum is building again after a sharp pullback last month. The share price has jumped 14.7% over just the last week as investors grow more optimistic. However, it is worth noting that while the 90-day share price return stands at a healthy 17.7%, the total shareholder return over the past year is still negative. This suggests there is both recovery and risk in the story.
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With shares still trading at a notable discount to analyst price targets and recent volatility in mind, the key question now is whether Core Scientific offers genuine value here or if the market is already anticipating the company’s future growth.
Core Scientific’s last close of $16.89 sits notably below the most popular narrative’s fair value estimate of $27.65, suggesting sizable room for upside if narrative assumptions play out. This wide gap has market watchers asking what could drive such a re-rating and whether projected catalysts can push shares closer to the narrative’s target.
Core Scientific secured a major HPC contract with CoreWeave, with a total revenue potential of $8.7 billion over a 12-year term, significantly boosting future revenue compared to their current levels. The company is expanding HPC infrastructure capacity by reallocating resources from Bitcoin mining, adding new sites, and extending existing ones, expecting to drive future revenue growth as data center needs rise.
Read the complete narrative.
Want to see what’s fueling this bold valuation? The narrative’s math factors in a potential transformation from mining to data center powerhouse. But which surprising growth bets, margin forecasts, and future profit multiples generate such a premium fair value? Dive in and discover the driving forces analysts are banking on. These numbers could change how you view Core Scientific’s potential.
Result: Fair Value of $27.65 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, setbacks in executing their high performance compute expansion or a slowdown in client demand could quickly challenge Core Scientific’s path to recovery and growth.
Find out about the key risks to this Core Scientific narrative.
If you would rather draw your own conclusions or dig deeper into the numbers, it only takes a few minutes to shape your own story and perspective. Do it your way.
A great starting point for your Core Scientific research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CORZ.
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Local power, global reach. France’s quantum sector moved into November with strong push toward global collaborations and a clear push toward industrial deployment. Policy momentum centered on a Franco-German forum in Paris and Massy, where QUTAC, Le Lab Quantique, Quandela, CEA, and Fraunhofer — backed by both embassies — gathered more than 60 leaders from government, research, and industry. The discussions reflected a coordinated effort to shape Europe’s quantum roadmap and strengthen cross-border standards and applications.
French quantum companies remained highly visible in global markets. Quandela and NVIDIA reported a 20,000× acceleration in spin–photon simulations using CUDA-Q, supporting the broader shift toward photonic links for distributed quantum systems. Pasqal dominated business headlines with a series of international moves: deploying Saudi Arabia’s first quantum computer with Aramco; announcing a $52 million expansion in South Korea backed by national and municipal partners; and forming a strategic partnership with LG Electronics, including an equity investment. Pasqal also became the first QPU offered on OVHcloud’s new Quantum Platform, a milestone for European Quantum-as-a-Service infrastructure.
Activity continued across France’s hardware, semiconductor, and hybrid-HPC stack. SEALSQ and Quobly launched a collaboration linking secure semiconductor architectures to scalable quantum systems. Quobly and QPerfect released a GPU-accelerated version of the QLEO emulator at SC25. Alice & Bob gained recognition as part of Sifted’s Future 50, and deepened technical ties with NVIDIA through NVQLink. The company also advanced hybrid workflows with the STFC Hartree Centre by integrating cat-qubit systems with SLURM, the dominant HPC scheduling tool.
Education and diplomacy rounded out the month. Université Paris Cité hosted a quantum-programming session for students and early-career researchers, while FSQS 2025 produced new France–Singapore agreements across algorithms, energy-efficient hardware, and photonics.
Policy
Building Today the Quantum Future of Europe For and With the Industry
A group of Franco-German willing players made of the Quantum Technology and Application Consortium QUTAC, Le lab Quantique, Quandela, CEA and Fraunhofer, with the support from the French embassy in Germany and the German embassy in France, took part in the French German Dialogue of Quantum Technology Players took place in Paris and Massy (France). This event brought together more than 60 selected experts, managers and decision-makers from innovation, corporates, research and public authorities from France and Germany.
Business
Quandela and NVIDIA Accelerate Quantum Spin-Photon Simulation by 20,000x with CUDA-Q
As quantum processors scale, they will need to be connected through photonic links. Photons are the only practical carriers of quantum information beyond the local chip: they are fast, can travel long distances, and preserve coherence even at room temperature. This vision of distributed quantum computing makes it essential to accurately model the gates and protocols that rely on photons to connect distant qubits.
Saudi Arabia Deploys Its First Quantum Computer with Aramco–Pasqal Partnership
Aramco, one of the world’s leading integrated energy and chemicals companies, in partnership with Pasqal, a global leader in neutral-atom quantum computing, have achieved a major breakthrough for the Middle East’s technology landscape with the successful deployment of Saudi Arabia’s first quantum computer— and the region’s first quantum computer dedicated to industrial applications.
Pasqal invests $52M to boost quantum computing in Korea
The investment by the French company is part of a major strategic expansion in South Korea, marked by a series of partnerships and support from the Seoul Metropolitan Government and the Korean government. French quantum computing firm Pasqal will invest USD 52 million in South Korea, creating more than 50 highly skilled jobs, bringing its industry-leading neutral atom Quantum Processing Unit (QPU) to the country, to advance research and development of quantum algorithms and industry-ready applications.
Pasqal and LG Electronics Forge Strategic Partnership to Advance Quantum Innovation and Industrial Applications
Pasqal, Europe’s leading neutral atom quantum computing company, today announces a strategic partnership with LG Electronics, the global leader in appliances and consumer electronics. The collaboration is underpinned by an equity investment from LG Electronics in Pasqal and marks a significant step toward advancing quantum computing to real-world industrial applications.
Aramco and Pasqal make history with Saudi Arabia’s first quantum computer
Aramco, one of the world’s leading integrated energy and chemicals companies, in partnership with Pasqal, a global leader in neutral-atom quantum computing, have achieved a major breakthrough for the Middle East’s technology landscape with the successful deployment of Saudi Arabia’s first quantum computer — and the region’s first quantum computer dedicated to industrial applications. The deployment of Pasqal’s quantum computer powered by neutral-atom technology at Aramco’s data center, in Dhahran, marks a pivotal step in building regional expertise and accelerating the development of quantum applications across the energy, materials, and industrial sectors in the Kingdom of Saudi Arabia and the broader Middle East.
Pasqal becomes first QPU available on OVHcloud’s Quantum Platform
At Choose France – France Edition, OVHcloud, a global player and the European Cloud leader, announces the launch of its Quantum Platform, the first European Quantum-as-a-Service solution (QaaS). It will provide access to at least eight of the most advanced quantum computers, including the Pasqal Orion Beta QPU, available now. By facilitating access to quantum technologies, OVHcloud is now enabling organisations to prepare for the most complex technological challenges.
SEALSQ and Quobly Announce Collaboration to Advance Secure and Scalable Quantum Technologies
SEALSQ Corp. (NASDAQ: LAES), (“SEALSQ” or “Company”), a global provider of post-quantum semiconductor technologies and hardware-anchored security solutions, and Quobly, a pioneer in silicon-based quantum microelectronics, today announced a collaboration to explore the convergence of secure semiconductor architectures and scalable quantum systems.
Quobly and QPerfect Release GPU-Accelerated Version of QLEO
Quobly, a pioneer in quantum microelectronics, and QPerfect, the emulation and control specialist for neutral atom systems, today jointly announced a major upgrade to their quantum emulator, QLEO (Quobly Logical Emulator Online). The launch takes place during the Supercomputing Conference (SC25), underscoring the global collaboration and European excellence driving the future of hybrid quantum computing.
Alice & Bob Recognized in Sifted’s ‘Future 50’ List
Alice & Bob, a global leader in fault-tolerant quantum computing, today announced its inclusion in Sifted’s ‘Future 50,’ a ranking of Europe’s top-performing emerging startups. Backed by the Financial Times, Sifted provides news and analysis on Europe’s startup community for founders, investors and startup operators driving innovation.
Nvidia and Alice & Bob unveil NVQLink to tighten GPU–quantum integration
Nvidia introduced NVQLink at its GTC Washington event, pitching the open system architecture as the missing low-latency bridge between quantum processors and GPU supercomputers. Paris- and Boston-based Alice & Bob said it is collaborating on the rollout, aligning its cat-qubit hardware and software with the new interconnect for real-time decoding, calibration and control.
Research
Alice & Bob and STFC Hartree Centre Integrate Cat-Qubit Quantum Computers into Standard HPC Workflow and Job Scheduling Software SLURM
Alice & Bob, a global leader in the race for fault-tolerant quantum computing, today announced the software integration of their future QPUs with high-performance computing (HPC) environments via SLURM, the world’s most widely used workload management system, present in 60% of the world’s top supercomputers.
Education and Events
Quantum programming session organised by the Graduate School Quantum Technologies
The Graduate School Quantum Technologies of Université Paris Cité organised a one-day introductory session on quantum programming, led by Vivien Londe, a quantum computing specialist. Attendees included interns from the Graduate School’s two masters programs, PhD students from the Institut de Recherche en Informatique Fondamentale (IRIF) and the Matériaux et Phénomènes Quantiques (MPQ) laboratory, and IRIF post-docs.
France and Singapore’s quantum ecosystems signed three new research agreements at the second French–Singaporean Quantum Symposium (FSQS 2025) in Paris, strengthening collaboration in quantum computing (hardware and algorithms), energy-efficient quantum technologies and quantum photonics. Connections formed at the inaugural FSQS 2024 continued into 2025, contributing to some of the partnerships announced at this year’s symposium. FSQS 2025 convened leading researchers and industry partners to deepen bilateral research and move quantum discoveries closer to real-world applications.
