Ticker: CRWV

CoreWeave

Software Technology Software - Infrastructure

Price 59.57

Reco Sell Potential 24 Risk 85 Updated 2026-10-27

Official website

Forecast impact

negative

Target +25.9% target fill 79.4%

Reaction D5 pending · D10 pending market trust

Impact Potential -4 · Risk +3 valid until 2026-11-25

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
2026-10-26	Raymond James	Target Lowered	— → 75	54.235
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 2 of 6

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.

Analysts Goldman Sachs highlight credit concerns in AI sector as CoreWeave struggles with high yields

10/20/2026, 04:38 AM review Analysts: analysts, Goldman Sachs finance Oracle CoreWeave

Investors are showing caution in the AI sector, particularly regarding CoreWeave and Oracle, as concerns about debt and credit risks persist despite a broader market rally.

Analysts JPMorgan upgraded Intel (INTC) rating as tech investors return to the sector amid debt concerns

10/19/2026, 06:37 PM rating_growth Analysts: analysts, JPMorgan tech finance Micron Advanced Micro Devices SpaceX Goldman Sachs Oracle CoreWeave Intel

Investors are cautiously returning to the tech sector, with the Nasdaq Composite rebounding over 1% after a significant drop last week, although concerns about debt and credit ratings persist, particularly for companies like Oracle and CoreWeave.

Analysts Goldman Sachs upgraded CoreWeave (CRWV) from Neutral to Buy amid market fluctuations

10/19/2026, 05:38 PM investing rating_growth Analysts: analysts, Goldman Sachs General Electric SpaceX Raytheon Technologies Northrop Grumman CoreWeave Keurig Dr Pepper United Airlines General Motors 3M Netflix

Recent stock movements indicate a mixed performance across various sectors, with notable gains for some companies while others continue to struggle significantly from their highs. This volatility highlights the importance of monitoring earnings reports and market trends for informed investment decisions.

Stock futures rise slightly as tech shares rebound, but CoreWeave faces debt concerns

10/19/2026, 03:37 PM review ai tech CoreWeave

CoreWeave's stock experienced volatility amid ongoing concerns about its debt, even as the broader AI sector saw gains. This situation highlights the cautious sentiment among investors regarding credit risks in the AI market.

Analysts Goldman Sachs upgraded CoreWeave (CRWV) to Buy, trimming target price to $106 while expecting 73% upside

10/19/2026, 06:37 AM investing rating_growth Analysts: analysts, Goldman Sachs ai CoreWeave

Goldman Sachs has upgraded CoreWeave to a 'buy' rating following a significant sell-off, highlighting the company's competitive advantages in the neocloud sector despite concerns over its debt levels.

Analysts HSBC maintain Sell rating on CoreWeave (CRWV) with a $39 price target amid credit concerns

10/16/2026, 11:37 AM investing rating_drop Analysts: analysts, HSBC ai CoreWeave

CoreWeave's stock has experienced significant volatility, dropping 27.5% before rebounding 17%, amid concerns over its high debt levels and upcoming earnings. Investors are divided on the company's future, with some predicting further declines while others see potential for recovery.

Analysts Jefferies and JPMorgan recommend buying CoreWeave (CRWV) shares despite recent sell-off, citing strong fundamentals and pricing power

10/16/2026, 10:37 AM investing recommendation Analysts: analysts, Jefferies, JPMorgan ai CoreWeave

The recent decline in CoreWeave's stock, driven by concerns over revenue growth and rising interest rates, has prompted analysts to suggest that the sell-off may be overblown, highlighting potential upside for investors.

OpenAI’s Valuation Declines Amid CoreWeave Sell-Off, While Anthropic Sees Gains

10/16/2026, 07:37 AM business review ai CoreWeave

The widening valuation gap between OpenAI and Anthropic highlights the impact of CoreWeave's recent sell-off on AI companies, with OpenAI's valuation declining significantly while Anthropic's has shown resilience.