CoreWeave ( NASDAQ:CRWV ) released its third quarter earnings last week, delivering impressive results that topped analyst expectations on both revenue and earnings.
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.
CRWV's soaring revenue and rapid AI datacenter expansion contrast with mounting debt and surging interest costs, testing its growth momentum.
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, 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.
CRWV's record-breaking Q3, fueled by surging demand and AI partnerships, underscores its rapid climb in the AI cloud race.
Shares of CoreWeave (NASDAQ: CRWV) have mounted a sharp reversal in sentiment over the past 24 hours, swinging from deeply bearish to neutral-to-bullish territory on Reddit and X.
CRWV's shares have tumbled after third-quarter results, as rising capex, high leverage and trimmed guidance raised investor caution despite robust AI-driven growth.
CoreWeave generated $1.36 billion in Q3 2025 revenue, up 134% year-over-year, with adjusted EBITDA of $838 million and 61% margins. Revenue backlog climbed to $55.6 billion, up 271% year-over-year, with 60% tied to investment-grade customers and diversified across sectors. Total contracted power capacity reached 2.9 gigawatts, with 590 megawatts active and 1 gigawatt expected to be sold within 24 months.
CoreWeave CEO Michael Intrator explains what's behind the company's data center delays and stock dip on ‘The Claman Countdown.' #fox #media #us #usa #new #news #foxbusiness #coreweave #technology #ai #datacenters #stocks #economy #business #technews #investing #markets #ceo #innovation #finance #wallstreet
CoreWeave NASDAQ: CRWV stock dropped over 15% after its third-quarter earnings report, a sharp reversal for the high-flying artificial intelligence (AI) infrastructure provider. The drop was a direct reaction to a cut in the company's full-year 2025 revenue and capital expenditure guidance, a headline that sent skittish investors heading for the exits.
CoreWeave displays impressive AI-driven growth but faces concerns over heavy capital spending, rising debt, and modest operating profits. Sequential revenue growth is slowing, with Q3 revenues at $1.36 billion and operating profits offset by ballooning interest expenses. The company maintains a large backlog and continues to invest aggressively, but net debt has surged to $11 billion, and profitability remains elusive.