Jim Cramer recommended CoreWeave stock early and congratulated everyone who followed his advice.
CoreWeave Inc. NASDAQ: CRWV is among the top-performing stocks for 2025, despite completing its IPO only in late March of this year. With a year-to-date return of an incredible 330%, the company has rapidly become a go-to name for artificial intelligence infrastructure, cloud computing, and machine learning projects more broadly.
CoreWeave (NASDAQ:CRWV) was downgraded to Neutral by Bank of America on Monday, as the bank cited stretched valuation and significant future funding needs despite strong growth and recent contract wins. “Following Q1 results, the stock has run up 145%.
You've likely seen some extreme fluctuations in the stock markets recently. However, few have been as striking as CoreWeave's (NASDAQ: CRWV) path since its IPO in late March.
CRWV guides 2025 revenues to be in the range of $4.9-$5.1 billion as AI infrastructure demand and strategic deal wins fuel momentum.
CoreWeave, Inc. CRWV stock has gained 136.6% in the past month and closed last session at $149.70, jumping more than threefold from its initial opening price of $39. It has outperformed the 5.4% growth of the Zacks Internet Software industry and the 2.8% increase of the S&P 500 composite.
CoreWeave (CRWV -4.63%) went public in March and was one of the most anticipated IPOs of the artificial intelligence boom. It's also been one of the best-performing IPOs.
CoreWeave (NASDAQ: CRWV) shares plunged Tuesday after a critical analyst note from D.A. Davidson raised concerns about the cloud computing company's financial fundamentals and outlook.
Investing in today's stock market can be tricky given the volatile macroeconomic climate, fueled by the Trump administration's ever-shifting tariff policies. But the artificial intelligence sector remains a robust investment opportunity as organizations around the world race to build artificial intelligence (AI) capabilities.
CoreWeave is a leading AI hyperscaler with strong competitive advantages, robust data center infrastructure, and highly sticky, recurring multi-year contracts. The company is experiencing explosive growth, highlighted by major deals with OpenAI and large AI enterprises, validating its technology and future adoption potential. I forecast rapid revenue growth through FY28, supported by a massive and expanding AI infrastructure market, with gradual margin expansion despite heavy CAPEX investments.
Nvidia is a significant investor in CoreWeave, and also sells the cloud company a lot of chips.
CoreWeave's early pivot to AI cloud and aggressive GPU acquisition created a supply moat, fueling hypergrowth and multi-year, take-or-pay contracts with top AI clients. Proprietary NVLink-connected clusters deliver superior performance and cost efficiency, enabling premium pricing and industry-leading margins as capacity utilization rises. Contracted backlog covers five years of revenue, supporting high visibility and justifying heavy capex and leverage, with manageable liquidity and project-finance-like debt.