Friday, September 11, 2026
AI 인프라 · 뉴스 & 분석
컴퓨트·클라우드리포트
컴퓨트·클라우드 · 리포트

Core Scientific 이사회 멤버 엘리자베스 크레인이 6,000주를 매수하며 회사의 AI 컴퓨팅 전환 궤도에 대한 내부적 신뢰를 나타냈다.

인사이더 매수는 GPU 클라우드 운영사들이 AI 인프라 사이클을 헤쳐나가는 과정에서 계약 발표나 가동률 마일스톤 직전에 자주 발생한다.
업계 전문지Slicast · September 4, 2026 · 미국 · 출처: The Motley Fool
중요도 45

According to a Securities and Exchange Commission Form 4 filing, Core Scientific (CORZ) Director Elizabeth Crain executed a direct purchase of 6,000 shares of common stock on August 20, 2026. The transaction totaled $109,980, based on a weighted average purchase price of $18.33 per share. The shares were acquired across multiple trades priced between $18.27 and $18.34. Following the acquisition, Crain’s directly held stake increased to 71,348 shares, representing her entire reported beneficial ownership in the company and accounting for approximately 0.02% insider ownership. Based on the August 20, 2026, market close of $18.39, the post-transaction holding is valued at $1.3 million.

Core Scientific is a North American enterprise specializing in digital asset mining and colocation services. As of the August 21, 2026, market close, the company reported a market capitalization of $5.5 billion, trailing revenue over the trailing twelve months (TTM) of $440.3 million, and a net loss of $1.6 billion. The firm operates a vertically integrated infrastructure model, leveraging owned and operated data centers equipped with specialized computing hardware to process blockchain transactions for digital asset rewards. In addition to its proprietary cryptocurrency mining operations, Core Scientific monetizes excess capacity by providing colocation and hosting services to enterprise clients and distributed ledger technology participants. With a workforce of 325 employees and a geographically distributed network of owned facilities, the company positions itself as a leader in high-performance computing infrastructure for the evolving digital asset ecosystem.

At the time of reporting, Core Scientific’s stock closed at $17.81 on August 21, 2026, with subsequent trading showing a current price of $17.89, reflecting a daily decline of $0.01 (–0.06%). Over the past 12 months, the stock has gained 27.6%, outperforming the S&P 500’s 20% return during the same period. The company holds a Moneyball Superscore of 51 out of 100. Analyst sentiment remains strongly bullish: according to CNN, 18 analysts covering Core Scientific assign a buy rating to 94% of coverage, with only 6% recommending a hold. The median 12-month price target stands at $36, implying a potential upside of 106.7% from current levels. The highest consensus target reaches $55 (a 215.9% gain), while even the most conservative target of $28 suggests a 60.8% profit potential.

Insider purchases often serve as a strong signal of management confidence, as executives typically buy shares only when they anticipate upward price movement. Crain’s decision to increase her stake to 71,348 shares amid rising valuations—rather than taking profits—underscores conviction in Core Scientific’s long-term trajectory. This insider activity aligns with the broader analyst optimism outlined above.

Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

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