
Coreweave Inc (CRWV) Stock Forecast & Price Target
Coreweave Inc (CRWV) Analyst Ratings
Bulls say
CoreWeave Inc. is positioned favorably in the cloud infrastructure market with an expanding outlook on capital expenditures driven by increasing demand for AI-related services, which has outstripped supply. The company's recent performance highlights a 13% sequential revenue increase, reaching $1.36 billion, alongside an impressive revenue backlog growth of 85% to $55.6 billion, bolstered by significant multi-year contracts with major clients such as Meta and OpenAI. Furthermore, the continued ability to command higher revenue per GPU due to superior operational efficiencies suggests robust margin durability, while the ongoing capital deployment by key players in the AI ecosystem enhances confidence in sustained growth.
Bears say
CoreWeave's revised revenue guidance for FY25 has been lowered to $5.06 billion from $5.15 billion due to an inability to deliver contracts, raising concerns about near-term revenue growth amidst power shortages and operational challenges. Additionally, the company's projection of active power has also been adjusted downward, signaling potential execution issues that could further strain financial performance. The stock's valuation has been negatively impacted, with a price target cut from $140 to $115, reflecting increased capital expenditure requirements and a weaker underlying earnings stream, compounded by a deteriorating quality exposure.
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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