CoreWeave, Inc. (CRWV)
Was Michael Burry Right About AI Stocks for the Wrong Reason?
Last November, Michael Burry published a pointed critique arguing that major AI players were artificially inflating profits by stretching depreciation schedules on GPUs and servers far beyond their real-world usefulness.
Analyst: AI Advantage Makes CoreWeave Stock a 'Buy'
BofA Global Research reinstated its coverage of CoreWeave Inc (NASDAQ:CRWV) stock this morning with a "buy" rating, and set its price objective at $100.
CoreWeave Integrates With Cline to Power Autonomous Coding Systems
CRWV powers Cline with W&B inference, boosting autonomous coding performance, scalability and efficiency across next-gen AI workflows.
CoreWeave: Deeply Undervalued Against Peers
CoreWeave is rated Strong Buy due to explosive backlog growth and compelling forward revenue visibility. CRWV's $66.8B backlog, with $28B to be recognized in 24 months, underpins a projected 145% FY2026 revenue surge. Despite profitability timing uncertainty, CRWV's forward P/S ratio is set to dip below 2 by FY2027, making it undervalued versus peers.
CRWV Stock Falls 15% in a Month: Should You Stay Invested or Exit Now?
CoreWeave stock plunges as surging debt, massive AI spending and weak earnings quality raise concerns despite strong growth and a booming backlog.
How CoreWeave's ‘situationship' with Big Tech could cause a 30% stock drop
Bernstein analysts say CoreWeave's business could be cannibalized as Big Tech customers build their own data-center infrastructure.
CoreWeave: The Market Is Overreacting To The Wrong Risks
Prior to the Q4 print, I downgraded my rating on CoreWeave (CRWV), citing concerns about my estimated $100B+ cumulative funding deficit through 2030. I believe the key issue is financing. I estimate 20%-23% of 2026 CapEx being covered by current liquidity and capacity, leaving the door open for more debt. I still see strong demand, with contracted revenue backlog reaching $66.8 billion, up sharply sequentially and yoy, giving the Street more confidence in revenue through 2030.
CoreWeave Keeps Stacking the Wins. Is Its 56% Discount Too Cheap to Ignore?
CoreWeave ( NASDAQ:CRWV ) has been a quintessential AI growth story, delivering specialized GPU cloud infrastructure that powered the sector's insatiable compute needs.
CoreWeave (NASDAQ:CRWV) CFO Sells $5,032,349.76 in Stock
CoreWeave Inc. (NASDAQ: CRWV - Get Free Report) CFO Nitin Agrawal sold 63,157 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $79.68, for a total value of $5,032,349.76. Following the sale, the chief financial officer directly owned 228,348 shares in the company, valued at
CoreWeave Details Expansion Financing, Power Constraints and NVIDIA Growth Plans at Conference
CoreWeave (NASDAQ: CRWV) executives and a peer AI infrastructure provider outlined how they are financing rapid expansion, managing power constraints, and broadening product offerings as demand for AI compute accelerates, according to remarks from a recent conference discussion. CoreWeave leadership role and growth context Nick Robbins, a vice president in corporate development at CoreWeave, said he
Alight Capital Management LP Takes Position in CoreWeave Inc. $CRWV
Alight Capital Management LP purchased a new stake in CoreWeave Inc. (NASDAQ: CRWV) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 30,000 shares of the company's stock, valued at approximately $4,106,000. Other institutional investors and hedge funds have also recently
The Bull Case and Bear Case for CoreWeave Stock Right Now
CoreWeave soared more than 300% in the months following its IPO a year ago. The stock has given back some gains as investors worry about AI spending.
