CoreWeave, Inc. (CRWV)
NASDAQ (NGS) NASDAQ (NGS) Primary 
CoreWeave's Compelling Combo: Undervalued And Oversold
After a 50% dip, CoreWeave, Inc.'s valuation is compelling: CRWV trades at just 3x FY2026 revenue and a forward P/E of 17 for FY2028, far below benchmarks with slower growth. The company posted 134% YoY revenue growth and a $55B+ backlog, with high-quality, low-risk contracts ensuring strong near-term revenue visibility. Risks include market sentiment volatility and capital-intensive expansion, but CRWV's fundamentals and AI tailwinds make the stock too cheap to ignore.
CoreWeave's Sell-Off Hides The Real Story
CoreWeave's shares fell despite 134% revenue growth and a $55.6B backlog, with investors misreading a temporary facility-level delay. The powered-facility delay shifts several hundred million in revenue into early 2026 but leaves all contract value fully intact. Backlog nearly doubled quarter-over-quarter, with 40% converting within 24 months and 60% sourced from investment-grade customers.
CoreWeave's Post-Earnings Pullback - A Golden Opportunity For Aggressive Growth Investors
CoreWeave shares fell 16.3% after Q3 2025 earnings, primarily due to lowered full-year revenue guidance and concerns over its financing model. CRWV's asset-backed debt, secured by customer contracts, faces risk from data center construction delays, impacting revenue timing and increasing financial strain. Despite robust demand and a near quadrupling of backlog to $55 billion, investors remain wary of execution risks tied to third-party infrastructure delays.
CoreWeave: AI Bubble Pops - Reiterate Strong Buy
The market-wide AI-related correction has already triggered CRWV's cheaper valuation, with the expanding multi-year backlog sustaining its high-growth thesis. The recent project delays and the intensified capex cadence are likely to contribute to the neocloud's robust FY2026 top-line performance, despite the tougher YoY comparison. As a result of the 2Y+ time lag between the capex and revenue recognition, it is unsurprising that CRWD's balance sheet continues to deteriorate.
CoreWeave: Don't Sweat AI Race Hiccups
CoreWeave remains an ultra Bullish opportunity despite recent stock declines driven by short-term data center delays and AI bubble fears. CRWV reported strong Q3 results, beating estimates with 133% YoY revenue growth, and maintains a massive $55 billion backlog with robust customer demand. Concerns over depreciation schedules and AI sector profitability appear overblown, as CRWV's customer contracts and GPU utility remain strong.
CoreWeave: This Isn't The Bubble Pop, Yet
CoreWeave, Inc. stock lost over 40% of its value during the past month. Q3 results dragged the stock down after management trimmed FY25 revenue and cut CapEx outlook due to third-party data center delays. We see limited downside for CRWV stock from here, as we believe most of the short-term negatives have been priced in, creating an easy runway for outperformance as expectations reset.
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CoreWeave Can't Stop Falling. Is It Getting Too Cheap to Ignore?
CoreWeave ( NASDAQ:CRWV ) released its third quarter earnings last week, delivering impressive results that topped analyst expectations on both revenue and earnings.
CoreWeave: The Essential Cloud For AI - Still Undervalued Given Ramp Potential
CoreWeave is rated a Strong Buy with a $180 price target by mid-FY2027, implying 110% upside potential. Despite a 36% stock drop, CRWV's cloud infrastructure growth story and massive revenue backlog support a bullish outlook. CRWV delivered strong FQ3 2025 results, with 134% YoY revenue growth and major deals with Meta and OpenAI fueling future demand.
Will CoreWeave's Heavy Debt Load Disrupt Its Growth Momentum?
CRWV's soaring revenue and rapid AI datacenter expansion contrast with mounting debt and surging interest costs, testing its growth momentum.
CoreWeave: 3 Strong Reasons To Buy The Pullback
CoreWeave shares plunged 16% after lowering FY 2025 guidance marginally due to Data Center delays. Revenues surged 134% Y/Y while margins remained stable. The firm's revenue backlog soared 271% year-over-year to $55.6B, driven by major deals with hyperscalers like Meta. A new $1.17B partnership with Vast Data was also announced. The failed $9.0B merger with Core Scientific and lowered guidance hurt sentiment, but CoreWeave still has very strong growth prospects in the GPU-as-a-Service market.
CoreWeave: The Efficiency Paradox Behind Every 'Buy-The-Dip' Rally
CoreWeave, Inc.'s Q3 2025 earnings results reaffirm that headline growth remains disconnected from profitability, with its underlying business margins failing to scale materially despite the consistent streak of multi-fold revenue expansion. The company's growing dependence on external financing is also constrained by limited balance sheet flexibility following the failed Core Scientific transaction, and recent share price weakness. This combination leaves CoreWeave at continued risk of chasing immediate demand through aggressive capacity expansion, while incurring progressively higher marginal costs.
