From our partners at The Early Bird
Good day,
We are excited to introduce you to a new way to receive The Early Bird’s “Stock of the Day” a day before the stock idea shows up in The Early Bird’s email newsletter.
Our free “Stock of the Day” service is delivered via SMS so that you can see each stock pick right away.
Each morning, you’ll receive:
- Actionable stock picks, hand selected by MarketBeat’s team of expert research analysts.
- Headlines and market insights for each selected ticker.
- A bull case and a bear case to help inform your next move.
- Timely updates and alerts so that you can capitalize quickly on each opportunity.
Ready to take your investing and trading to the next level?
Click Here to Receive The Early Bird’s Stock of the Day (Free)
Best regards,
The Early Bird Team
This Week’s Bonus Article
Core Scientific’s $10 Billion AI Shift Unlocks Triple-Digit Upside
Reported by Thomas Hughes. First Published: 3/4/2026.
Key Points
- Core Scientific is well-positioned to execute its strategy and realize its growing, greater-than-$10 billion revenue backlog.
- Analysts and institutional data reveal strong support and potential for robust upside.
- Short sellers pose a threat, along with the potential short-covering rally or squeeze.
- Special Report: Elon Musk already made me a “wealthy man” (From The Oxford Club)
Core Scientific’s (NASDAQ: CORZ) stock may appear to struggle for traction in early 2026, but don’t be deceived. The company’s strategic shift from Bitcoin mining to AI miningis gaining momentum and accelerating, positioning the business for robust, profitable growth in the coming years. Profitability is the key point: revenue is forecast to exceed a 30% compound annual growth rate (CAGR) over the next five years, and the market appears to be underpricing that outlook.
Trading at roughly 35X earnings in early March, a 30%+ CAGR would imply the stock trades under 10X earnings on a 2030 forecast — a valuation that suggests a 100% to more than 200% potential stock-price increase by then. A 100% increase would put the stock roughly in line with broad-market averages for current-year earnings, assigning no premium for quality or growth.
Core Scientific Reveals Traction With Business Shift
1,500 Banks Just Handed the Fed Your Bank Account (Ad)
Currently, $2 TRILLION worth of transactions go through the traditional network every single day. But soon, it will be funneled through the new network that the Federal Reserve has built, operates and can see in real time.
That’s the part buried in the Federal Reserve Docket No. OP-1670.
In fact, on page 84 of the 93-page document, they admit that it will make it easier to track the spending of Americans.That’s why I’ve put together 4 steps to “Fed proof” your savings
Core Scientific’s fiscal Q4 2025 results were mixed: the top line contracted and missed consensus, but several other metrics offset that weakness. A key factor was the expected decline in Bitcoin and related revenue as the company pivots toward AI-support services.
While Bitcoin revenue fell, Colocation services — backed by contracts with CoreWeave (NASDAQ: CRWV) — grew more than 250% year-over-year and are expected to continue expanding rapidly over the next two to three years. The company plans to nearly double capacity by early next year and to keep expanding to meet demand in subsequent years.
Margin news was mixed, but the net effect was favorable for investors.
Notably, gross profit rose roughly 330%, and the company swung to net income from a loss.
The negative items included adjusted EBITDA that remained negative, primarily due to rapid expansion and reduced BTC operations; management indicated this is not expected to be persistent. While the company did not provide specific forward guidance, it expects to continue ramping revenue and capacity while monetizing its Bitcoin operations and assets.
The balance sheet presents a risk — shareholder deficit widened in 2025 — but the risk appears manageable. Increased spending and cash burn are tied to aggressive expansion aimed at meeting growing demand. Importantly, Core Scientific reports over $10 billion in contracted revenue, a backlog that equates to several decades of current-scale operations at Q4 2025 income levels. If the company continues executing its strategy, cash flow and profitability should improve materially as the investment cycle decelerates.
Analysts Affirm Core Scientific’s Double-Digit Upside Potential
Analysts reacted to the report with mixed sentiment but made no sweeping changes to their views. The first three revisions MarketBeat tracked included an upgrade to Buy, a reaffirmed Buy, and a trimmed price target on an Overweight (Buy-equivalent) rating. Collectively, these moves reinforce the Moderate Buy consensus and align with the consensus price target of $25, which implies roughly 55% upside from early-2026 support levels.
Institutional trends suggest these investors will likely buy the post-release dip and continue to support the stock. MarketBeat data show institutions own approximately 99% of the outstanding shares — including public and private funds, hedge funds, and corporations — and have been accumulating for six consecutive quarters.
Trading activity has run at a balance of about $2.50 bought for every $1 sold on a trailing-12-month (TTM) basis, with buying accelerating sequentially in the back half of 2025 and into early 2026. That pattern suggests a structural tailwind, with a market floor forming and a rebound in the stock price likely a matter of timing.
Price action is not yet strong, but it indicates the market is building a support base in preparation for an advance. The stock is consolidating within a narrowing near-term range near the midpoint of its historical band, with stochastic indicators showing signs of support. That setup could allow a move toward the top of the historical range, although a more substantial catalyst may be required to push to new highs. Despite the favorable outlook, short sellers remain a risk and could cap gains in the $20–$22 range.
Thank you for subscribing to MarketBeat!
MarketBeat empowers individual investors to make better financial decisions by offering real-time financial information and independent market research.
This email content is a sponsored message for The Early Bird, a third-party advertiser of MarketBeat. Why did I receive this email content?.
If you need assistance with your account, feel free to email our South Dakota based support team at contact@marketbeat.com.
If you would like to unsubscribe or change which emails you receive, you can manage your mailing preferences or unsubscribe from these emails.
Copyright 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Pl., Suite 620, Sioux Falls, S.D. 57103-7078. United States of America..
Today’s Featured Content: Why Q4 Could Destroy Your Wealth(From Weiss Ratings)

