CoreWeave, Inc. (CRWV)
Jim Cramer: CoreWeave's Backlog ‘May Be Much Greater' Than Wall Street Thinks
Jim Cramer used his June 16 Mad Money Mad Dash segment to make the case that CoreWeave's contracted revenue pipeline could be even larger than what the Street currently models.
CoreWeave Guides $31-$35B Capex for 2026: Fuel or Financial Strain?
CRWV's $31-$35 billion 2026 capex plan reflects surging AI demand, massive backlog visibility and execution risks tied to pricing and supply chains.
Wall Street Is Doing to GPUs What It Did to Mortgages Before 2008
Simon White, Bloomberg macro strategist, has been making rounds with a thesis that should rattle anyone who lived through 2008.
CoreWeave Insider Sales Look Big, But Should Investors Worry?
CoreWeave TodayCRWVCoreWeave$115.25 -1.78 (-1.52%) As of 04:00 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$63.80▼$187.00Price Target$131.52Add to WatchlistThere's nothing quite like the headline "insiders dump billions" to get investors reaching for the sell button.
CoreWeave Just Delivered The First Good News - Two More Remain
CoreWeave Inc. is added to the Nasdaq 100, signaling institutional validation and improved sentiment for the neocloud sector. I see two major tailwinds that markets don't: rapid backlog growth potentially exceeding $125B in Q2 and Fitch's positive leverage outlook through 2027. CoreWeave's forward revenue multiple (~7.5x) appears undervalued versus peers, supporting a price target of ~$156 and reinforcing my bullish rating.
CoreWeave stock jumps 10% as analysts see major backlog upside
CoreWeave (CRWV) shares surged about 10% on Tuesday as investors reacted to fresh analyst commentary suggesting the cloud-computing company could deliver a significant backlog beat in the second quarter. The rally came after Cantor Fitzgerald highlighted information contained in a recent bond-offering memorandum that analysts believe points to stronger-than-expected contract growth.
Why Investors Are ‘Woefully Undervaluing' CoreWeave Stock
The company is set to beat consensus estimates for its second-quarter backlog, Cantor Fitzgerald analyst Brett Knoblauch says.
Compute As A Service: Buy CoreWeave And Sell Nebius On Valuation And Execution Risk
CoreWeave is rated Buy and Nebius Sell, based on valuation and execution risk in the AI data center build-out. Both CRWV and NBIS operate a data center as a service model, assuming capex and operating risk with take-or-pay contracts from major hyperscalers. CRWV offers over 80% upside by 2027 at a 10x EV/EBITDA multiple, making it the preferred choice due to its discounted valuation.
Here's why Nebius and CoreWeave stocks have lost momentum lately
Nebius and CoreWeave stocks pulled back in the past few days as investors book profits and as their short interest jumps. CRWV stock retreated to $95, down by 32% from its highest point in May.
This AI Prodigy Has Returned 1,000% And Now Manages $20 Billion. Here's His Most Recent Buys
It really does sound unbelievable: that a 24-year-old former OpenAI researcher could just start a hedge fund worth billions and score a return of 1,000% since inception.
CoreWeave: Market Continues To Ignore Its Turnaround, That's A Mistake
CoreWeave faces market skepticism despite rapid scaling, a $100B backlog, and diversified customer commitments, underperforming Nebius due to debt and capital allocation concerns. CRWV's aggressive asset-backed financing and take-or-pay contracts support infrastructure expansion, but rising interest rates and negative free cash flow projections heighten execution risk. Revenue is projected to grow from $12.7B in 2026 to $80B by 2030 (60% CAGR), with free cash flow nearing breakeven by FY2030, yet short-term profitability remains elusive.
CoreWeave Stock Tumbles 34% in a Year: What Should Investors Do Now?
CRWV falls 34%, but booming AI demand, a $99.4B backlog and NVIDIA ties keep investors debating its long-term potential.
