Ticker: CRWV

CoreWeave

Software Technology Software - Infrastructure

Price 60.74

Reco Sell Potential 29 Risk 82 Updated 2026-10-29

Official website

Forecast impact

negative

Target +17.3% target fill 85.2%

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 4 of 6

CoreWeave (CRWV) Shares Plunge 16% Amid Rising Bond Yields and AI Debt Concerns

10/14/2026, 09:37 AM economy stock_drop ai tech Oracle CoreWeave

CoreWeave's stock and bonds experienced significant declines due to rising investor concerns over excessive borrowing in the AI sector, reflecting a broader shift in market sentiment towards technology companies heavily investing in artificial intelligence.

Delta Air Lines Misses Earnings Estimates and Lowers Profit Outlook Amid Rising Fuel Costs

10/09/2026, 06:37 AM economy rating_drop finance SpaceX Chipotle Mexican Grill Delta Air Lines Oracle Nvidia CoreWeave Starbucks

OpenAI's revised revenue forecast has raised concerns among investors, leading to declines in several tech stocks, while Delta Air Lines missed earnings expectations, impacting its stock price. These developments highlight the volatility in the tech sector and the challenges facing the airline industry amid rising fuel costs.

Stocks to Watch: SpaceX Gains on Spectrum Deal, Delta Air Lines Falls on Earnings Miss

10/09/2026, 05:37 AM business review telecom ai SpaceX T-Mobile US Delta Air Lines Lumentum Holdings Verizon Oracle Humana CoreWeave AT&T Broadcom

SpaceX's agreement to acquire a nationwide 800 megahertz spectrum portfolio has led to a rise in its shares and a decline in major telecom companies, indicating potential increased competition in the telecom sector.

Analysts report Nvidia (NVDA), Oracle (ORCL), and CoreWeave (CRWV) shares decline following OpenAI’s lower-than-expected revenue announcement

10/08/2026, 11:37 AM economy stock_drop Analysts: analysts ai Oracle Nvidia CoreWeave

OpenAI's announcement of $50 billion in annualized revenue, significantly lower than the previously reported $68 billion, has negatively impacted shares of Nvidia, Oracle, and CoreWeave, highlighting investor concerns about valuation ahead of OpenAI's anticipated IPO.

Analysts JPMorgan upgraded CoreWeave (CRWV) to Buy with price target raised to $125 on strong AI-driven demand

10/04/2026, 06:31 AM investing rating_growth Analysts: analysts, JPMorgan ai Amazon CoreWeave Palo Alto Networks

Recent analyst upgrades for CoreWeave, Palo Alto Networks, and Amazon highlight strong growth prospects in their respective sectors, despite broader market concerns over rising oil prices and interest rates. These insights could guide long-term investors in identifying promising opportunities.

Debt-Hungry AI Companies Face Rising Borrowing Costs as Treasury Yields Surge

09/27/2026, 04:31 AM economy forecast ai software Meta Platforms Oracle CoreWeave

The rise in Treasury yields to their highest levels since 2007 is increasing borrowing costs for companies in the AI sector, potentially impacting their expansion plans and financial stability. This situation is particularly critical for firms heavily reliant on debt, as they may struggle to attract investors amid higher interest rates.

Analysts JPMorgan upgraded CoreWeave (CRWV) to Overweight and raised target price to $125 (upside +44%)

09/24/2026, 06:37 AM investing rating_growth Analysts: analysts, JPMorgan CoreWeave

JPMorgan has upgraded CoreWeave to overweight, citing strong demand for cloud computing and the company's strategic shift towards short-term contracts, which could enhance revenue and margins significantly.

Analysts JPMorgan upgrade CoreWeave (CW) to Overweight on improving pricing backdrop

09/24/2026, 05:38 AM investing rating_growth Analysts: analysts, JPMorgan CoreWeave

Recent analyst upgrades and downgrades highlight significant shifts in market sentiment towards various companies, indicating potential investment opportunities and risks for investors.

Analysts UBS initiate coverage of CoreWeave (CW) with Buy rating and $120 target price (upside +40%)

09/23/2026, 05:37 AM investing rating_growth Analysts: analysts, UBS ai Micron SpaceX Amazon BP Microsoft Palantir Technologies Graphic Packaging CoreWeave HCA Apple

Several analysts have made significant calls on various companies, highlighting growth potential in sectors such as AI infrastructure, healthcare, and pharmaceuticals, which could influence investor sentiment and stock performance.

Analysts UBS recommend buying CoreWeave (CRWV) shares with a target price of $120, indicating 38% upside

09/23/2026, 05:37 AM investing recommendation Analysts: analysts, UBS ai CoreWeave

UBS has initiated coverage of CoreWeave with a buy rating, citing a significant upside potential despite concerns over the company's high debt levels. The investment bank believes that the market is underestimating the demand for AI compute services, which could drive CoreWeave's recovery.