
Coreweave Inc (CRWV) Stock Forecast & Price Target
Coreweave Inc (CRWV) Analyst Ratings
Bulls say
CoreWeave Inc. is positioned favorably within the rapidly growing AI infrastructure market, as demonstrated by their significant backlog growth, with recognized revenue backlog increasing by 85% sequentially to $55.6 billion, largely due to large-scale, multi-year compute contracts with high-profile clients like Meta and OpenAI. The company’s ability to capitalize on the booming AI landscape is further underscored by demonstrating pricing power per GPU through their proprietary software and services, which may provide higher revenue per GPU compared to traditional hyperscalers. Lastly, the overall confidence in AI-related capital expenditures, coupled with the potential for lower interest rates, supports CoreWeave's robust operational outlook and sustainable growth trajectory.
Bears say
CoreWeave has revised its fourth-quarter revenue guidance downward, projecting FY25 revenue at $5.06 billion, a decrease from the previously expected $5.15 billion, citing difficulties in meeting contractual obligations. Additionally, the company's power capacity expectations have also been adjusted, now anticipating over 850 MW of active power by the end of 2025, down from an earlier estimate of over 900 MW. This combination of lowered growth forecasts and concerns over financial stability suggests a potentially weaker earnings stream and significant execution risks moving forward.
This aggregate rating is based on analysts' research of Coreweave Inc and is not a guaranteed prediction by Public.com or investment advice.
Coreweave Inc (CRWV) Analyst Forecast & Price Prediction
Start investing in Coreweave Inc (CRWV)
Order type
Buy in
Order amount
Est. shares
0 shares