Ticker: CW
CoreWeave (CW)
Software
Industrials
Aerospace & Defense
Price
750.19
Reco
Buy
Potential
65
Risk
40
Updated
2026-07-27
Forecast impact
Target
+2.4%
target fill 97.7%
Reaction
D5 pending · D10 pending
fresh confirmed
· market trust
Impact
Potential 0 · Risk 0
valid until 2026-08-19
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 (CW) operates in the industrials sector, specializing in cloud computing and GPU-based infrastructure. The company provides high-performance computing solutions primarily for industries such as artificial intelligence, machine learning, and rendering. Its core products include cloud services that leverage advanced graphics processing units (GPUs) to enhance computational efficiency. Major revenue sources stem from subscription-based services and usage fees associated with its cloud platform.
Investment Profile
The investment profile of CoreWeave is more aligned with growth investors, given its focus on expanding cloud computing capabilities and the increasing demand for high-performance computing solutions. The company shows potential for revenue growth, although it carries a moderate level of risk. Investors seeking a balanced approach may also find it suitable, considering its modest dividend yield.
Category: Software
Sector: Industrials
Industry: Aerospace & Defense
Investment style: Growth
Horizon: Medium-term
Company type: Small Cap
Fundamental metrics (experimental) Updated: 2026-07-27
- EPS (TTM) — earnings per share for the last 12 months, $
- 13.73
- Revenue QoQ — quarter-over-quarter revenue growth
- -3.5%
- 20d volatility
- 1.9%
- Dividend yield
- 0.2%
- last ex-date
- 2026-03-26
AI recommendation changes
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-07-25 | Hold | Buy | Mixed performance; fundamentals show some weakness. |
| 2026-07-19 | Sell | Hold | Weak fundamentals and negative momentum raise significant concerns. |
| 2026-07-11 | Buy | Sell | Weak fundamentals and negative momentum raise concerns. |
| 2026-07-07 | Hold | Buy | Solid growth but recent revenue decline raises concerns. |
| 2026-06-25 | Buy | Hold | Weak fundamentals and mixed momentum signal caution. |
| 2026-06-13 | Hold | Buy | Mixed fundamentals; cautious momentum signals present. |
| 2026-06-01 | Buy | Hold | Solid growth, but cautious on market conditions. |
| 2026-05-22 | Hold | Buy | Positive momentum but mixed short-term performance signals. |
| 2026-05-16 | Buy | Hold | Weak momentum and high risk offset potential growth. |
| 2026-05-08 | — | Buy | Solid fundamentals, but mixed momentum signals present uncertainty. |
| 2026-05-03 | Hold | Buy | Компания показывает стабильный рост выручки и положительную динамику на длительном горизонте, что указывает на ее потенциал. Низкий риск и умеренная дивидендная доходность делают ее привлекательной для инвестиций. |
| 2026-04-25 | Buy | Hold | Компания показывает стабильный рост выручки и положительную динамику за последние 120 дней, однако текущая волатильность и снижение цен за последние дни указывают на необходимость осторожности. |
| 2026-03-30 | Buy | Hold | Компания демонстрирует положительную динамику за последние 60 и 120 дней, однако недавние падения цен и низкий дивидендный доход могут указывать на риски. Рекомендуется удерживать акции до более ясных сигналов о восстано |
| 2026-03-21 | Hold | Buy | Компания показывает положительную динамику на длительном горизонте, однако недавние колебания цен и низкая дивидендная доходность могут указывать на определенные риски. |
| 2026-03-14 | Buy | Hold | Компания демонстрирует положительную динамику за последние 60 и 120 дней, однако недавние колебания цен и низкий дивидендный доход могут указывать на неопределенность в краткосрочной перспективе. |
| 2026-03-01 | — | Buy | Компания демонстрирует сильный рост за последние 120 дней, что указывает на положительную динамику. Несмотря на небольшие колебания в краткосрочной перспективе, долгосрочные показатели выглядят многообещающе. |
Analyst forecasts
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-07-20 | Stifel Nicolaus | Target Raised | 724 → 768 | 707.84 |
| 2026-07-15 | Morgan Stanley | Target Raised | 760 → 860 | 752.17 |
| 2026-05-08 | Robert W. Baird | Target Raised | 720 → 870 | 732.14 |
| 2026-05-08 | Stifel Nicolaus | Target Raised | 723 → 724 | 724.43 |
| 2026-04-14 | Stifel Nicolaus | Target Raised | 650 → 723 | 734.01 |
| 2026-02-17 | Deutsche Bank | Target Raised | 640 → 748 | 694.35 |
| 2026-02-13 | Morgan Stanley | Target Raised | 660 → 760 | 687 |
| 2026-02-13 | Stifel Nicolaus | Target Raised | 625 → 650 | 671.06 |
| 2026-01-23 | Stifel Nicolaus | Target Raised | 584 → 625 | 648.07 |
| 2026-01-09 | Truist Financial | Target Raised | 537 → 603 | 582.61 |
| 2025-12-16 | Stifel Nicolaus | Target Lowered | 587 → 584 | 537.32 |
| 2025-12-16 | Morgan Stanley | Target Raised | 645 → 660 | 547.44 |
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