CoreWeave, Inc. (CRWV)
CoreWeave and Nebius Score Upgrades
Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.
CoreWeave Stock Has a Massive AI Catalyst. We See 94% Upside
CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Why CoreWeave's beaten-down stock could be due for a major comeback
CoreWeave shares have tumbled almost 40% from their May highs as debt fears spooked investors. But one analyst believes the selloff has been overblown.
Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices
Rothschild Redburn opened bearish coverage on two of the market's most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave.
CoreWeave: The Economics Are Starting To Change
CoreWeave's $40 million annualized revenue per MW signals powerful scarcity pricing, while newer contracts are generating stronger contribution margins. CoreWeave is expanding beyond GPU rentals, with non GPU products exceeding $400 million ARR and managed inference surpassing $100 million. The balance sheet remains the central risk, with $35.6 billion of debt and 2026 capex expected at $35 billion to $39 billion.
Can CoreWeave Turn Its $104.2B Backlog Into Sustained Growth?
CRWV's $104.2B backlog and surging AI demand support strong growth visibility, but heavy capex, rising interest costs and execution remain key tests.
CoreWeave's Rubin Deployment Broadens Its Next-Gen AI Cloud Offering
CoreWeave deployed Vera Rubin NVL72 clusters, expanding its next-gen AI platform as heavy capex and rising interest costs raise execution stakes.
CoreWeave Falls 17.4% in 3 Months as Funding Risks Test AI Growth
CoreWeave's backlog and revenue are surging, but heavy capex, rising interest costs and customer concentration keep pressure on the growth story.
Is CoreWeave Worth Buying as AI Growth Meets Heavy Funding Risks?
CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.
Why CoreWeave Is Tumbling Hard While the Market Is Soaring
Shares of CoreWeave (NASDAQ:CRWV) are down 3.5% in midday trading, changing hands near $80 while the broader tape rallies. The S&P 500 ETF SPY is up 0.9% in the same session, sharpening the underperformance.
CoreWeave stock sinks on debt offering: buy the dip?
CoreWeave (CRWV) shares opened in the red on September 17 after the artificial intelligence (AI) infrastructure giant said it plans on raising fresh capital via a debt offering. In its press release, CRWV management signalled a private offering of $3 billion in "convertible" senior notes due 2033, featuring an option for initial investors to purchase up to an additional $500 million in aggregate principal.
CoreWeave is in the News Because of Nvidia Again: Do You Buy It?
CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.
