Behind Enterprise Ai: 2 Data Infrastructure Stocks With Heavy Buy Ratings

Tuesday, Aug 25, 2026

The rapid expansion of enterprise artificial intelligence and high-performance computing is shifting investor focus from speculative software layers to physical realities: specialized power contracts, high-density facilities, and scalable data management. As enterprise workloads compound, institutional analysts are paying closer attention to the operational support providers keeping mission-critical infrastructure fully utilized.

That fundamental shift has driven heavy consensus buy ratings across a select group of support specialists positioned to capture rising demand for capacity and storage.

👉 One operates high-density colocation facilities backed by massive power capacity built specifically for compute-intensive workloads.

👉 The other provides cost-effective, high-capacity cloud object storage serving as an efficient alternative to traditional hyperscalers.

👉 Both maintain top-tier analyst buy consensus while tackling completely different operational challenges across the data center ecosystem.

Today we examine how Core Scientific, Inc. (CORZ) and Backblaze, Inc. (BLZE) deliver essential power and storage capabilities to meet surging enterprise computing demands.

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Our 1st Stock is

Core Scientific, Inc. (NASDAQ: CORZ)

Core Scientific, Inc. (NASDAQ: CORZ) is a leading provider of digital infrastructure and high-density colocation (HDC) tailored for high-performance computing and artificial intelligence workloads. Operating at the critical intersection of energy infrastructure and enterprise computing, CORZ provides massive power capacity and specialized data center facilities to host intensive AI applications. With shares trading around $20.18 and demonstrating strong market momentum, the company has rapidly positioned itself as an essential data center support provider during the broader AI infrastructure expansion.

Business Model and Revenue Streams 📦

Core Scientific generates revenue primarily through its high-density colocation services and digital infrastructure hosting. The company leases purpose-built data center space, power capacity, and operational support to large-scale AI hyperscalers, neocloud providers, and enterprise compute clients. Its access to extensive energized power assets provides significant competitive advantages in an increasingly power-constrained data center market.

By leveraging long-term infrastructure contracts—including major hosting agreements with AI infrastructure firms like CoreWeave—Core Scientific secures multi-year recurring hosting revenue. The business model prioritizes maximizing power monetization across its expanding multi-gigawatt footprint, pivoting high-capacity sites toward AI colocation to capture premium long-term cash flows.

Recent Performance and Corporate Developments 📈

Q2 2026 Financial Highlights: 💰

• Revenue for the quarter ended June 30, 2026, reached $164.20 million, up 108.8% year-over-year.

• Reported a quarterly net loss of $1.16 billion with diluted EPS of -$3.32 for the quarter ended June 30, 2026.

• Trailing twelve-month Price-to-Sales (P/S) ratio stands at approximately 12.6x to 14.7x.

• Maintains robust market liquidity with an average daily trading volume of approximately 10.2 million shares.

Strategic Initiatives and Mergers: 🤝

Core Scientific recently completed the acquisition of Polaris DS, advancing its planned Muskogee expansion to reach up to 1.5 GW of gross power capacity. The company is actively executing on major AI colocation expansions, including multi-year infrastructure ramps with CoreWeave and commercial agreements with major chipmakers like AMD to monetize high-density power assets.

Profitability and Fair Value 🎯

Core Scientific demonstrated substantial top-line acceleration in the quarter ended June 30, 2026, generating revenue of $164.20 million—a 108.83% increase year-over-year. However, profitability remains constrained during its infrastructure transition, as the company recorded a net loss of $1.155 billion with an EPS of -$3.32 for the quarter.

Due to negative trailing earnings, standard P/E and EV/EBITDA multiples are not meaningful. CORZ trades at a trailing twelve-month price-to-sales ratio of approximately 12.6x to 14.7x, reflecting a valuation supported by high-density colocation growth rather than current GAAP profitability.

Analyst Estimates and Ratings 📊

Analyst consensus stands firmly positive with 10 Buy ratings across 10 covering firms and zero Hold or Sell ratings. The stock recorded 1 buy-side upgrade onto Buy within the past 90 days, driven by expanding capacity monetizations and major partner contracts.

Investor-Focused Takeaway: Is CORZ Right for Your Portfolio?

What to Watch in the Near Term: 📈

• Execution on the Polaris DS acquisition to expand gross power capacity toward 1.5 GW at Muskogee.

• Ramp of high-density colocation revenue from contracts with CoreWeave and AMD.

• Q3 2026 earnings release scheduled for November 6, 2026, with a focus on narrowing net losses.

Recommendation:

Core Scientific represents a high-growth data center infrastructure play leveraged to surging AI compute demand. While top-line growth is robust, substantial net losses require disciplined risk management for potential investors.

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Our 2nd Stock is

Backblaze, Inc. (NASDAQ: BLZE)

Backblaze, Inc. (NASDAQ: BLZE) provides specialized cloud storage and data backup solutions engineered to support data-intensive enterprise workloads and artificial intelligence applications. The company positions itself as an agile, cost-effective alternative to traditional hyperscalers by delivering high-capacity, low-cost object storage.

Business Model and Revenue Streams 📦

Backblaze generates recurring subscription revenue primarily through its B2 Cloud Storage platform and automated computer backup services. B2 Cloud Storage offers scalable, S3-compatible cloud object storage tailored for software developers, IT administrators, and AI infrastructure providers requiring frictionless data ingest and retrieval. Operating its proprietary hardware and software architecture enables Backblaze to maintain lower capital expenditures and pass cost efficiencies to enterprise clients. Revenue expands organically as enterprise customers scale active storage capacity, egress traffic, and multi-cloud datasets.

Recent Performance and Corporate Developments 📈

Q2 2026 Financial Highlights: 💰

• Revenue reached $42.71 million for the quarter ended June 30, 2026, reflecting 17.67% year-over-year growth.

• Quarterly net loss landed at $5.09 million, resulting in a diluted EPS of -$0.08.

• TTM price-to-sales multiple stands at 5.97x against a market capitalization of roughly $951 million.

• Shares have appreciated 192.79% over the trailing 12-month period.

Strategic Initiatives and Mergers: 🤝

Backblaze priced an upsized $175 million convertible senior notes offering to bolster balance sheet liquidity and support growth. The company is actively capitalizing on AI-driven storage demand, highlighted by a transformative multi-year, $335 million commercial agreement with specialized GPU cloud provider CoreWeave.

Profitability and Fair Value 🎯

For the quarter ended June 30, 2026, Backblaze generated $42.71 million in revenue, up 17.67% year-over-year, alongside a net loss of $5.09 million (EPS of -$0.08). The company continues to scale its specialized B2 cloud storage platform to meet data-intensive AI workloads, backed by transformative contracts such as its multi-year partnership with CoreWeave.

Because Backblaze remains unprofitable on a trailing-twelve-month basis, traditional P/E and PEG ratios are omitted. BLZE currently trades at a TTM price-to-sales multiple of approximately 5.97x (with an EV/EBITDA TTM of 97.03x). Following a 192.8% surge over the past 12 months, the multiple reflects significant growth expectations tied to neocloud integration and potential operating leverage as revenue expands against fixed data center costs.

Analyst Estimates and Ratings 📊

Wall Street sentiment on Backblaze is positive, with a consensus profile showing 6 Buy ratings and 1 Sell rating. Over the past 90 days, the stock recorded 1 buy-side upgrade onto Buy, with the latest street action tracking as a Buy. Analysts emphasize the multi-year visibility provided by strategic AI storage contracts and expanding enterprise cloud adoption.

Investor-Focused Takeaway: Is BLZE Right for Your Portfolio?

What to Watch in the Near Term: 📈

• Revenue acceleration and ramp-up execution tied to the multi-year CoreWeave partnership.

• Margin progression and trajectory toward GAAP net profitability after the -$5.09 million net loss in the June 30, 2026 quarter.

• Balance sheet management and capacity expansion following the upsized $175 million convertible notes offering.

• Upcoming Q3 2026 earnings report and forward 2027 guidance updates.

Recommendation:

Backblaze is an emerging beneficiary of AI and data center storage demand, demonstrating solid double-digit growth and securing major cloud partner agreements. Nonetheless, trailing net losses and capital requirements mean investors should remain mindful of execution risks. BLZE offers high-upside exposure for growth-oriented portfolios seeking specialized data center software, while conservative investors may prefer waiting for sustained positive operating margins.

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Final Take: Powering the Physical Footprint and Storage Backbone of Modern Data Centers

The rapid acceleration of high-performance computing and enterprise AI cannot scale on processing silicon alone. High-density workloads require specialized, energy-rich hosting environments to keep servers online, alongside agile, cost-effective storage layers to manage massive data volumes.

That is where Core Scientific (CORZ) and Backblaze (BLZE) step in as specialized enablers of the broader data center ecosystem.

✔ Operating high-density colocation facilities engineered specifically for energy-intensive compute workloads

✔ Securing critical, high-capacity power access at a time when grid interconnection remains a major industry bottleneck

✔ Leasing purpose-built digital infrastructure to enterprise clients scaling high-performance compute clusters

➤ Best for: Investors seeking leveraged exposure to the physical bottlenecks of the data center expansion, specifically scarce power access and high-density colocation space.

💾 Backblaze (BLZE) — Scalable, Capital-Efficient Object Storage

✔ Proprietary hardware and software architecture designed to deliver high-capacity cloud storage at a fraction of legacy hyperscaler costs

✔ S3-compatible B2 Cloud Storage platform enabling frictionless ingest and data retrieval for data-heavy enterprise workflows

✔ High-visibility recurring subscription revenue model driven by cloud storage adoption and automated backup services

➤ Best for: Investors looking for a high-growth, capital-efficient cloud storage provider benefiting from enterprise demand for lower data egress and storage costs.

Investor Insight

⚡ Seeking direct exposure to physical power capacity, high-density hosting facilities, and compute colocation? → CORZ

💾 Seeking recurring subscription revenue, cloud storage disruption, and data tiering efficiency? → BLZE

Bottom Line:

The modern data center expansion requires balanced investment across both physical infrastructure and software-defined storage. Without secured megawatt capacity, high-density compute cannot run; without cost-effective, scalable object storage, massive enterprise datasets become uneconomical to maintain.

Core Scientific delivers the critical power access and specialized physical footprint required to host modern compute loads, while Backblaze provides the essential, cost-efficient storage architecture needed to feed them. As data creation and compute intensity continue their structural climb, both CORZ and BLZE offer targeted exposure to the foundational layers keeping modern data infrastructure operational.

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Research and education only. Not investment advice. Do your own research.