CORZ Stock Catalysts AI Analysis

Company Catalysts

The Company Catalysts document identifies and organizes actionable events from public company documents, including press releases, earnings call transcripts, and regulatory filings, to highlight key opportunities and risks. By focusing on pending catalysts and excluding completed items, this tool helps retail investors uncover events that could impact stock prices.

With insights into a company’s forward-looking strategies and potential market movers, the Company Catalysts document offers a valuable educational resource to support informed investment decisions. Featuring a sliding 18-month window of data, it ensures a comprehensive view of upcoming opportunities.

Growth Opportunities

Catalyst: Deliver 250 MW of billable High-Density Colocation (HDC) capacity to CoreWeave by year-end 2025

Certainty: 65% | Timing: By December 31, 2025
Impact: If achieved, management guided to entering 2026 with approximately $360 million annualized colocation revenue; materially increases high-margin, contract-based revenue and utilization of refurbished HPC capacity.
Reasoning: Q1 FY2025 results stated the company is “on track to deliver 250MW of billable capacity to CoreWeave by the end of 2025,” and guided to ~$360M annualized colocation revenue entering 2026 (Press release, Fiscal First Quarter 2025 Financial Results, published 2025-05-07; Outlook section). The same 250MW end‑2025 target was reiterated earlier on the Q4 2024 earnings call (Earnings Call Transcript, published 2025-02-26; Outlook section). The most recent document (Merger termination notice, published 2025-10-30) only terminates the CoreWeave merger and does not address or revoke colocation service agreements or delivery milestones; there is no later document provided that contradicts or updates this delivery target. Q3 FY2025 results also show HDC progress and CoreWeave-funded capex, supporting partial execution (Press release, Fiscal Third Quarter 2025 Results, published 2025-10-24; Business Developments and Financial Performance).

Catalyst: Denton, TX HDC expansion to ~260 MW critical IT load (includes 70 MW incremental capacity tied to CoreWeave agreements)

Certainty: 85% | Timing: Not specified
Impact: Expanding to ~260 MW critical IT load at Denton supports one of the largest GPU supercomputers in North America; contributes to long-term contracted revenue under 12‑year terms and strengthens the company’s AI/HPC positioning.
Reasoning: Announced a $1.2B Denton expansion, including an incremental 70 MW under CoreWeave agreements and option renewals, increasing total contracted HPC infrastructure to ~590 MW across six sites (Press release, Announcement of $1.2 Billion Expansion at Denton, TX Site, published 2025-02-26; Business Developments and Financial Performance). Prior local approvals for expanded land/power access were obtained (Press release, Approval of Lease Amendments for HPC Expansion, published 2024-11-20; Business Developments). No later document rescinds this expansion; the 2025-10-30 merger termination does not address or nullify these site expansions.

Catalyst: Muskogee, OK 100 MW HPC data center scheduled to be operational by 2026

Certainty: 80% | Timing: 2026
Impact: Adds 100 MW of HPC capacity supporting NVIDIA GPU deployments; enhances geographic diversification and supports long-duration hosted revenue streams.
Reasoning: Groundbreaking announced for a new 100 MW HPC data center in partnership with CoreWeave and Port Muskogee, with operations projected in 2026 (Press release, Groundbreaking Announcement for 100 MW HPC Data Center, published 2024-11-18; Business Developments and Outlook). No subsequent document in the set updates or contradicts the 2026 operational timeline.

Catalyst: Auburn, Alabama HPC facility launch (initial 16 MW) and pursuit of larger power agreement with Alabama Power

Certainty: 70% | Timing: Not specified
Impact: Initial ~16 MW HPC capacity with potential expansion to >$400M total investment; securing a larger power agreement would materially increase deployable capacity and revenue potential in Alabama.
Reasoning: Expansion into Auburn announced with initial 16 MW and investment plans exceeding $400M (Press release, Expansion Announcement of New HPC Facility in Auburn, Alabama, published 2025-02-19; Business Developments and Outlook). Management also stated plans to secure a larger power agreement with Alabama Power (Earnings Call Transcript, Q4 2024, published 2025-02-26; Business Developments). No later document provided negates these plans.

Catalyst: Add approximately 300 MW of billable capacity across existing sites by end of 2027

Certainty: 60% | Timing: By end of 2027
Impact: Significant multi‑year capacity growth that expands contracted revenue base and improves scale efficiency.
Reasoning: Management targeted adding ~300 MW of billable capacity across existing sites by the end of 2027 (Earnings Call Transcript, Q1 2025, published 2025-05-07; Outlook). No subsequent document in the set revises this target.

Catalyst: Achieve ~${360} million annualized colocation revenue entering 2026

Certainty: 55% | Timing: Early 2026
Impact: Establishes a higher‑visibility, contract‑based revenue run‑rate and marks progress in the transition from bitcoin mining to AI/HPC colocation.
Reasoning: Management guided to entering 2026 with approximately $360M annualized colocation revenue (Press release, Fiscal First Quarter 2025 Financial Results, published 2025-05-07; Outlook). There is no later document confirming or revising this target; the 2025-10-30 termination of the CoreWeave merger does not address this revenue outlook.