
Coreweave Inc (CRWV) Stock Forecast & Price Target
Coreweave Inc (CRWV) Analyst Ratings
Bulls say
CoreWeave Inc's positive outlook is supported by a significant increase in capital expenditure expectations for AI-related investments, reflecting growing demand that outpaces supply in the infrastructure sector. The company's revenue growth has demonstrated a strong upward trajectory, with a reported sequential gain of 13% in revenue, which underlines the effectiveness of multi-year compute contracts signed with key customers such as Meta and OpenAI. Furthermore, the substantial increase in revenue backlog, up 85% sequentially, indicates robust demand for CoreWeave's services and an established pricing power that bodes well for future profitability and margin sustainability.
Bears say
CoreWeave's stock outlook is negatively affected by a downward revision in fourth-quarter guidance and a FY25 revenue estimate decrease to $5.06 billion from $5.15 billion, reflecting difficulties in contract fulfillment. The company's projected active power capacity for 2025 has also been revised down from over 900 MW to more than 850 MW, signaling potential struggles in scaling operations amid execution challenges. Furthermore, the stock exhibits a weak quality exposure, suggesting instability in earnings, which is compounded by the elevated upfront capital expenditures required for growth, thus impacting overall valuation.
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
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