CoreWeave, Inc. (CRWV)
CoreWeave: From Training To Inference, The Growth Story Isn't Over (Rating Upgrade)
CoreWeave is rated Strong Buy, with the market undervaluing its long-term AI infrastructure and software platform potential despite recent sharp price appreciation. CRWV posted FY25 revenue of $5.1B (168% YoY growth) and a $66.8B backlog, but remains unprofitable and highly leveraged, with $29.8B in debt. Revenue guidance for FY26 is $12–$13B (140% YoY growth), supported by major hyperscaler contracts, rapid capacity expansion, and a robust pipeline in both training and inference workloads.
CoreWeave's Story Just Changed
CoreWeave stock surged ~50% since last coverage, driven by $8.5B financing and $21B Meta contract validation. FY2026 revenue guidance of $12B–$13B largely supported by pre-allocated capacity and $66.8B contracted backlog visibility. Forward EV/Sales compresses from ~7x in 2026 to ~2.6x in 2027, reflecting rapid revenue scaling expectations.
CoreWeave Lands $6B Jane Street Deal, Strengthening Revenue Visibility
CRWV lands $6B Jane Street deal and $1B equity boost, reinforcing AI cloud demand and strengthening long-term revenue visibility.
CRWV Stock Rallies 45% in a Month: Should You Buy, Hold, or Fold?
CoreWeave surges 44.5% on booming AI demand and mega deals, but rising losses, heavy debt and rich valuation complicate the outlook.
CoreWeave Just Locked In $21 Billion From Meta. Here's Who Else Wins.
CoreWeave (NASDAQ:CRWV) just secured a $21 billion commitment from Meta, expanding what was already a landmark relationship and cementing CoreWeave as the preferred AI cloud infrastructure partner for the world's largest social platform.
Here's why the CoreWeave stock price rally is set to accelerate
CoreWeave stock price has staged a strong comeback this week, pushing it to its highest point since November last year, and this trend may continue in the foreseeable future as its business momentum accelerates. CRWV jumped to $120, up by over 80% from its lowest level this year.
CoreWeave signs $6B AI cloud deal with Jane Street
CoreWeave (NASDAQ:CRWV) and global trading firm Jane Street announced a multi-year agreement under which Jane Street will commit approximately $6 billion to CoreWeave's AI cloud infrastructure, alongside a separate $1 billion equity investment in the company. The expanded partnership will give Jane Street access to CoreWeave's high-performance computing resources across multiple data center facilities, including systems built around next-generation NVIDIA technology.
Jane Street Invests $1 Billion in CoreWeave
Jane Street invested $1 billion in CoreWeave and signed a $6 billion deal with the cloud computing company to use its AI cloud platform.
CoreWeave Keeps Soaring: What's Going On?
Several stocks have been seeing increased interest lately, with CoreWeave CRWV nearly at the top of the list following a favorable multi-year deal with Anthropic and an extended agreement with Meta Platforms META. Shares have benefited significantly as a result, with the AI frenzy continuing to shape overall sentiment around the tech favorite's outlook.
CoreWeave: Hypergrowth Is Here, But The Cash Cost Is Massive (Downgrade)
CoreWeave is rated a "Buy," with a $157 price target and 42% upside, driven by robust AI demand and long-term hyperscaler agreements. CRWV expects revenues of $12–$13 billion in 2026 and CapEx of $30–$35 billion, with margins pressured during rapid scaling but maturing to 20%–30%. Operating cash flow growth and CapEx financing are key share price drivers; capital raises and new debt facilities are planned to support expansion.
CoreWeave stock keeps going up: 3 reasons why the AI cloud-computing company is on fire this week
CoreWeave is having a very eventful week, and its stock price reflects it.
CoreWeave (CRWV) Stock Jumps 10.9%: Will It Continue to Soar?
CoreWeave (CRWV) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
