
Coreweave Inc (CRWV) Stock Forecast & Price Target
Coreweave Inc (CRWV) Analyst Ratings
Bulls say
CoreWeave Inc. is positioned to benefit significantly from the accelerating demand for AI workloads, as evidenced by a projected growth in the GPU-as-a-Service (GPUaaS) market from a mere $3-$4 billion currently to an estimated $300 billion in the future. The recent surge in Oracle's contracted revenue for its Oracle Cloud Infrastructure (OCI) business, which saw a 359% year-over-year increase, highlights a trend where hyperscalers are increasing their outsourcing, suggesting a burgeoning market for CoreWeave's cloud services. Additionally, partnerships that enhance access to essential resources like power, financing, and GPUs are expected to bolster CoreWeave's market scope and customer diversification, ultimately underpinning its growth trajectory in the evolving AI landscape.
Bears say
CoreWeave Inc. faces significant headwinds primarily due to a projected margin compression in the second half of 2025, alongside a decline in average selling prices (ASP) that mirrors trends observed in the content delivery network (CDN) industry, raising concerns regarding long-term profitability. The company's high dependence on a few major customers and its reliance on NVIDIA for GPU supplies introduce considerable revenue predictability risks, further compounding an already strained capital structure exacerbated by rising interest rates and macroeconomic uncertainty. Additionally, competition from established hyperscalers with substantial financial resources may hinder CoreWeave's growth prospects, while identified weaknesses in financial reporting controls could affect the accuracy and timeliness of its financial disclosures.
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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