Ticker: CRWV

CoreWeave

Software Technology Software - Infrastructure

Price 54.23

Reco Sell Potential 24 Risk 85 Updated 2026-10-25

Official website

Forecast impact

negative

Target +29.1% target fill 77.5%

Reaction D5 pending · D10 pending market trust

Impact Potential -4 · Risk +3 valid until 2026-11-22

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

CoreWeave is a technology company specializing in cloud computing and GPU-based infrastructure. It provides high-performance computing solutions primarily for artificial intelligence, machine learning, and graphics rendering applications. The company generates revenue through its cloud services, catering to various industries that require scalable computing power. Its major business segments include cloud infrastructure, AI services, and enterprise solutions.

Investment Profile

The investment profile of CoreWeave is more aligned with growth investors, given its focus on expanding its cloud computing capabilities and the increasing demand for AI-related services. The company does not currently offer dividends, and its financial performance indicates a higher risk profile. Investors may consider a medium to long-term horizon for potential returns, with a focus on capital appreciation rather than immediate income.

Category: Software Sector: Technology Industry: Software - Infrastructure Investment style: Growth Horizon: Medium-term Company type: Niche Player

Fundamental metrics (experimental) Updated: 2026-10-23

EPS (TTM) — earnings per share for the last 12 months, $: -3.65
Revenue QoQ — quarter-over-quarter revenue growth: 23.9%
EPS surprise: 14.9%
20d volatility: 5.3%

AI recommendation changes

Date	Before	After	Reason
2026-10-15	Hold	Sell	scenario_deterioration
2026-10-07	Sell	Hold	Strong revenue growth, but negative EPS and high risk.
2026-09-30	Hold	Sell	Weak fundamentals and negative momentum raise significant concerns.
2026-09-23	Sell	Hold	Weak fundamentals and high volatility raise concerns.
2026-09-04	Hold	Sell	Weak fundamentals and high risk limit upside potential.
2026-08-27	Sell	Hold	Weak fundamentals and negative momentum raise significant concerns.
2026-08-20	Hold	Sell	Weak fundamentals and negative momentum raise significant concerns.
2026-08-05	Sell	Hold	Strong recent performance, but fundamentals remain weak.
2026-06-23	Hold	Sell	Weak fundamentals and negative momentum raise significant concerns.
2026-06-15	Sell	Hold	Weak fundamentals and high risk limit upside potential.
2026-06-05	Hold	Sell	Weak fundamentals and negative momentum signal high risk.
2026-05-08	—	Hold	Weak fundamentals and high volatility warrant caution.
2026-05-08	Hold	Hold	Компания демонстрирует сильный рост выручки и позитивную динамику на длительном горизонте, однако отрицательный EPS и значительное снижение в краткосрочной перспективе вызывают опасения.
2026-04-11	Sell	Hold	Компания демонстрирует рост выручки, однако отрицательный EPS и высокая волатильность цен указывают на значительные риски. Рекомендуется удерживать акции до более ясной картины финансового состояния.
2026-03-27	Hold	Sell	Компания демонстрирует значительные убытки и негативные тренды на длительном горизонте, что указывает на высокие риски для инвесторов.
2026-03-11	Sell	Hold	Компания демонстрирует значительное снижение цен на акции за последние месяцы и отрицательный EPS, что указывает на финансовые проблемы. Риск инвестирования в CoreWeave высок из-за нестабильности и негативных показателей
2026-03-01	Hold	Sell	Компания демонстрирует значительное снижение цены акций и отрицательный EPS, что указывает на финансовые проблемы. Высокий риск и низкий потенциал роста делают инвестиции в CoreWeave нецелесообразными в текущих условиях.
2026-02-08	Sell	Hold	Компания демонстрирует высокую волатильность и недавний рост, однако долгосрочные показатели показывают негативные тренды. Рекомендуется удерживать акции до получения более стабильных финансовых данных.
2026-02-04	Hold	Sell	Компания показывает высокую волатильность и значительное снижение цены за последние 120 дней, что указывает на высокие риски. Однако недавний рост на 17.17% за 20 дней может свидетельствовать о возможном восстановлении.
2026-01-27	—	Hold	Компания демонстрирует сильный рост за последние 20 дней, но испытывает волатильность на более длинных временных интервалах. Рекомендуется удерживать акции до получения более ясных сигналов о стабильности.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-23	Morgan Stanley	Target Lowered	99 → 70	55.6
2026-10-23	UBS	Target Lowered	120 → 105	55.6
2026-10-21	Piper Sandler	Target Lowered	153 → 124	62.13
2026-10-19	BNP Paribas	Target Lowered	169 → 117	61.12
2026-10-19	Goldman Sachs	Rating Upgraded	— → 106	61.39
2026-10-19	MoffettNathanson	Target Lowered	107 → 89	61.39
2026-10-15	Mizuho Securities	Target Lowered	115 → 88	65.78
2026-10-07	Northland Securities	Target Raised	— → 200	88.185
2026-10-01	Rosenblatt Securities	Update	— → 250	87.12
2026-09-22	UBS	Update	— → 120	86.76
2026-09-21	BTG Pactual	Update	— → 125	85.66
2026-08-24	Truist Financial	Target Raised	155 → 165	83.8387
2026-08-21	Goldman Sachs	Target Raised	121 → 139	89.76
2026-08-13	Roth Capital	Target Lowered	150 → 145	111.16
2026-08-13	Barclays	Target Raised	90 → 105	107.73
2026-08-12	Truist Financial	Target Raised	126 → 155	106.77
2026-08-12	Piper Sandler	Target Raised	— → 153	106.75
2026-08-12	Cantor Fitzgerald	Target Raised	167 → 176	109.92
2026-08-12	Bernstein	Target Raised	67 → 74	107.96
2026-08-12	Cantor Fitzgerald	Target Raised	— → 178	90.32
2026-08-12	Wells Fargo	Target Raised	155 → 160	90.32
2026-08-12	Mizuho Securities	Target Raised	— → 115	90.32
2026-08-12	Robert W. Baird	Target Raised	— → 130	90.32
2026-08-07	Deutsche Bank	Target Raised	135 → 150	85.33
2026-08-03	Piper Sandler	Update	— → 151	85.76
2026-07-21	Truist Financial	Rating Upgraded	— → 126	79.58
2026-07-21	Robert W. Baird	Update	— → 100	79.58
2026-07-21	Jefferies	Target Lowered	160 → 150	73.06
2026-06-02	BNP Paribas	Update	— → 192	124.82
2026-05-18	D.A. Davidson	Update	— → 100	101.3
2026-05-11	Barclays	Target Raised	106 → 120	114.15
2026-05-08	Deutsche Bank	Target Raised	125 → 135	116.18
2026-05-08	Truist Financial	Target Raised	85 → 131	128.84
2026-05-08	Wells Fargo	Target Raised	135 → 155	128.84
2026-05-08	Roth Capital	Target Raised	135 → 150	128.84
2026-05-08	Mizuho Securities	Target Raised	105 → 110	128.84
2026-05-04	Jefferies	Target Raised	120 → 160	125.43
2026-04-29	Oppenheimer	Target Raised	140 → 150	105.53
2026-04-20	Barclays	Target Raised	90 → 106	113.525

News Page 1 of 6

Analysts adjust portfolios amid AI funding concerns as Wall Street faces volatility

10/24/2026, 09:31 AM economy review Analysts ai software Meta Platforms CrowdStrike Holdings Nvidia CoreWeave Home Depot Palo Alto Networks Kimberly-Clark

Last week, Wall Street faced volatility primarily due to concerns over financing the artificial intelligence sector, which overshadowed strong earnings reports from major companies. This uncertainty has led to a cautious approach among investors, particularly regarding AI-related stocks and their funding needs.

Analysts Gartner predict 80% of neocloud companies will cease operations or be absorbed by 2030 amid market turmoil

10/23/2026, 03:36 PM economy research Analysts: analysts ai software Meta Platforms CoreWeave

The AI infrastructure sector is experiencing significant turmoil, with major players like Neoclouds facing steep declines and SK Hynix canceling its IPO due to market volatility. This situation raises concerns about the sustainability of investments in AI technologies and their returns.

Analysts expect rising credit risks for AI companies and French bonds amid market concerns

10/22/2026, 11:38 AM forecast Analysts: analysts ai finance Oracle CoreWeave

Investors are increasingly wary of borrowing risks, as evidenced by widening credit default swap spreads for major AI companies and French government bonds, signaling heightened concerns over debt sustainability and financing costs.

Analysts BMO upgrade Block (SQ) to Outperform, citing positive growth catalysts

10/22/2026, 05:39 AM investing rating_growth Analysts: analysts, BMO Ionis Pharmaceuticals Meta Platforms Celcuity Block Dick's Sporting Goods CoreWeave Omega Healthcare Investors Tesla Netflix

Recent analyst upgrades and downgrades highlight significant shifts in market sentiment towards various companies, with notable upgrades for Block, Tesla, and Meta, indicating potential growth opportunities for investors.

CoreWeave (CRWV) Faces Eroding Market Confidence Amid Rising Bond Yields and Stock Decline

10/21/2026, 02:38 PM decline JPMorgan Chase Goldman Sachs Microsoft Nvidia CoreWeave

CoreWeave is experiencing a significant decline in market confidence, with its stock value dropping sharply and bond yields rising, raising concerns about its financial stability and future funding needs in the competitive AI sector.

Nebius Reports Rising AI Computing Prices Amid Scrutiny of Neocloud Business Models

10/21/2026, 05:37 AM economy review ai software SpaceX Nebius CoreWeave

Nebius is optimistic about rising AI computing prices despite concerns over the neocloud business model, indicating potential growth in demand for computing power. This outlook is significant for investors as it suggests resilience in the sector amid scrutiny and competition.

Market Update: Key Stock Movements and Earnings Insights Ahead of Next Trading Session

10/20/2026, 05:37 PM investing review Meta Platforms SpaceX IBM CoreWeave United Airlines Philip Morris International AT&T Abbott Laboratories

The article highlights significant stock movements and earnings reports, indicating potential market shifts that investors should monitor closely. Key companies like United Airlines and CoreWeave are experiencing notable fluctuations, which could influence investor sentiment and trading strategies.

Analysts Janus Henderson maintain confidence in CoreWeave’s (CRWV) debt despite market skepticism

10/20/2026, 03:37 PM investing review Analysts: analysts ai Microsoft CoreWeave

CoreWeave's significant debt load has raised concerns among investors, but Janus Henderson's John Lloyd believes the company can navigate its financial challenges and recover from recent market sell-offs.

Analysts Goldman Sachs upgraded CoreWeave (CW) despite market concerns, while shares of Elice (not publicly traded) fell over 30% in its IPO debut

10/20/2026, 05:38 AM economy rating_growth Analysts: analysts, Goldman Sachs ai tech SpaceX Oracle Nvidia CoreWeave Netflix

The recent AI stock rally has lost momentum, particularly after a disappointing IPO from South Korean firm Elice, which fell over 30% on its debut. This decline highlights ongoing concerns in the tech sector and may signal a challenging environment for AI-related investments.

Analysts HSBC expects CoreWeave (CRWV) shares to drop another 36% with a price target of $39 due to structural concerns

10/20/2026, 05:38 AM investing rating_drop Analysts: analysts, HSBC ai CoreWeave

HSBC has issued a negative outlook on CoreWeave, predicting a significant decline in its stock price due to rising debt levels and concerns over slowing revenue from artificial intelligence initiatives.