Coreweave Inc (CRWV) Stock Forecast & Price Target
Coreweave Inc (CRWV) Analyst Ratings
Bulls say
CoreWeave Inc's financial performance has demonstrated exceptional growth, highlighted by a significant revenue backlog increase to $55.6 billion and a sequential revenue rise to $1.36 billion, driven by substantial contracts with major clients like Meta and OpenAI. The company's robust remaining performance obligations (RPO), which nearly doubled quarter-over-quarter, signal strong future revenue potential and underscore the high demand for AI infrastructure solutions. Furthermore, CoreWeave's active power footprint and contracted power capabilities indicate a scalable operational base, enhancing the outlook for fiscal year 2026 with expectations of substantial capital expenditures to drive further growth.
Bears say
CoreWeave's outlook is negatively impacted by a disappointing reduction in fourth-quarter guidance, with revised FY25 revenue estimates decreased from $5.15 billion to $5.06 billion due to delivery challenges. The company has also demonstrated a continued decline in profitability, marked by significant drops in gross, operating, and net margins year-over-year, along with substantial downward revisions to its capital expenditure guidance. Additional risks include customer concentration impacting financial performance, infrastructure headwinds affecting operational timelines, and burdensome capital expenditure requirements that could lead to increased debt leverage and potential obsolescence of hardware investments.
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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