CoreWeave, Inc. Class A Common Stock (CRWV)

CoreWeave Stock: A Strong Buy In AI, Here's Why

CoreWeave is rated a "Strong Buy" with a $178.29 price target, driven by surging AI infrastructure demand and robust revenue growth. CRWV's revenues soared over 200% to $1.2 billion, but operating income declined due to scaling expenses and heavy investment in R&D and infrastructure. The $30.1 billion backlog and major OpenAI contract highlight growth opportunities, though customer concentration and capital needs pose risks.

CoreWeave CEO: Building AI infrastructure will require trillions in public-private investment

CoreWeave CEO Michael Intrator joins 'Squawk on the Street' to discuss the massive capital needs for AI infrastructure, how public-private partnerships can accelerate development, whether today's surge resembles the dot-com bubble, and what's next for CoreWeave as hyperscalers race to meet demand

CoreWeave: Don't Miss The Rebound (Rating Upgrade)

I'm upgrading CoreWeave (CRWV) to a tactical "Buy" after a 26% stock decline, as fundamentals and technicals suggest a major rebound is imminent. CRWV posted 207% YoY revenue growth, but an EPS miss created an attractive entry point for investors who are focused on long-term growth. The company's backlog doubled to $30.1 billion, while the strategic Core Scientific acquisition is set to significantly boost capacity, efficiency, and vertical integration.

Buy CoreWeave Stock, Analyst Says. There's No End in Sight to the AI Boom.

Hyperscalers could spend more on AI infrastructure than Wall Street anticipates, Raymond James says.

CoreWeave Rises 25% in a Month: Is There More Room for Growth?

CRWV surges 25% in a month on soaring AI demand, but steep capex and leverage cloud the outlook.

CRWV Upgrade Sees GPU Service Business Accelerating A.I. Trade

CoreWeave (CRWV) got an upgrade from JMP Securities as it sees its GPU-as-a-service business as a benefit in an evolving A.I. trade. Marley Kayden adds that its recent $6.3 billion contract with Nvidia (NVDA) offers another line of defense for the stock.

CoreWeave Vs. Oracle: Friend Or Foe In The AI Boom?

Oracle's fiscal Q1 earnings outperformance has reinforced the AI rally by reinforcing investor optimism over end-market demand for GPU compute. However, we believe Oracle's outperformance only magnifies CoreWeave's fundamental woes instead. This is expected to weaken durability in CoreWeave's recent Oracle-led rally. Meanwhile, Oracle will likely remain the outperformer, justified by its durable fundamentals and scalability, despite a higher valuation compared to CoreWeave.

CoreWeave Stock Pops on $6.3B Nvidia Deal

CoreWeave (CRWV) said Monday it has signed a $6.3 billion initial order with Nvidia (NVDA) with a condition that the AI chip star buys unsold capacity, sending shares in the cloud computing platform surging.

What CoreWeave's new $6.3 billion contract with Nvidia says about the AI trade

The deal offers some reassurance to CoreWeave investors in light of the company's heavy customer concentration and rampant competition for cloud offerings.

CoreWeave's stock rallies on disclosure of $6.3 billion order from Nvidia

CoreWeave has secured an order worth at least $6.3 billion from Nvidia, an investor and key supplier. The new order adheres to a 2023 agreement, a copy of which CoreWeave will disclose the next time it reports financial results.

CoreWeave inks $6.3B cloud computing capacity order with Nvidia

CoreWeave revealed on Monday that it has signed a $6.3 billion initial order with Nvidia Corp (NASDAQ:NVDA, ETR:NVD), in which Nvidia will purchase CoreWeave's excess cloud computing capacity. The order, which requires Nvidia to purchase any unsold capacity through April 13, 2032, builds on an April 2023 agreement between the two companies, Reuters reported.

CoreWeave Stock Is Surging Again. Were the Critics Wrong to Bet Against It?

Nvidia Deal Sends CoreWeave Stock Higher—Skeptics See 90% Downside

CoreWeave, Inc. shares were in the spotlight on Monday due to a combination of an expanded deal with NVIDIA Corp. NVDA and a short report from Kerrisdale Capital. Let's dive in.

Can CoreWeave's Ventures Initiative Boost its AI Ecosystem Growth?

CRWV launches Ventures to fuel AI's next frontier, backing startups with funding, compute power and strategic support.

CoreWeave, Nvidia sign $6.3 billion order for cloud computing capacity

CoreWeave said on Monday it had signed a new order with Nvidia with an initial value of $6.3 billion, which guarantees that Nvidia will purchase any residual cloud capacity not sold to customers.

CoreWeave: AI Venture Arm Creates More Upside (Rating Upgrade)

CoreWeave, Inc.'s launch of an AI-focused venture arm and surging demand for GPU-as-a-Service signal strong future growth potential. CoreWeave trades at a compelling valuation discount (4.8X P/S) versus rivals like Nebius, offering attractive upside for AI/data center investors. The launch of CoreWeave Ventures could be an accelerant for growth in the firm's GPU-as-a-Service segment.

These stocks are headed for a potential short squeeze. Here's how to invest

Danielle Shay, Simpler Trading VP of options, joins 'Power Lunch' to discuss the investing plays Shay is looking at, Shay's thoughts on Nebius Group and much more.

Nebius's deal with Microsoft points to astounding growth — and CoreWeave could benefit too

The new contract between Nebius and Microsoft could foreshadow future deals with large tech companies that are trying to limit a drain on their cash flow.

CoreWeave Stock Rises on News of Nvidia-Backed Firm's VC Fund for AI Investments

CoreWeave (CRWV) shares gained 4% in morning trading after the artificial intelligence (AI) cloud computing platform announced plans to support new AI efforts.

CoreWeave stock higher on launch of AI venture fund

CoreWeave (Nasdaq: CRWV) shares gained 8% to about $100 in early Tuesday trading after the cloud infrastructure company announced that it has launched a venture fund to invest in artificial intelligence (AI) startups. CoreWeave's newly created CoreWeave Ventures fund will offer company founders a wide variety of capital investment models to help companies scale, offer access to the CoreWeave cloud platform, and provide insights on product and go-to-market strategies shaped by CoreWeave's relationships with hundreds of enterprises and AI-first organizations.

Nebius Stock Soars on Microsoft Deal. Why CoreWeave, IREN Are Also Rising.

Nebius was surging after Microsoft agreed to pay the company $17.4 billion for AI infrastructure capacity. Why it could be good for the whole sector.

CoreWeave to Acquire OpenPipe: Will the Buyout Strategy Be the Winning Play?

CRWV expands its AI toolkit with the OpenPipe buy, strengthening reinforcement learning capabilities and deepening vertical integration.

CoreWeave's Crash Creates Rare Entry Point

CoreWeave's Q2 2025 revenue surged 207% year-over-year to $1.213 billion, with 98% derived from long-term contracts. Revenue backlog expanded to $30.1 billion, up 86% year-over-year, driven largely by expansions from existing major customers. CRWV's valuation compressed from over 35x forward sales at IPO to ~12x today, reflecting normalization despite sustained hypergrowth and margins.

CoreWeave acquires agent-training startup OpenPipe

CoreWeave, which provides cloud servers to large companies training AI models, has struck an agreement to acquire OpenPipe, a 2-year-old Y Combinator-backed startup that helps enterprises develop customized AI agents with reinforcement learning, the companies announced on Wednesday.

CoreWeave Faces a Fight to Buy Core Scientific Amid Stock Shifts. Why a Deal Needs to Be Done.

CoreWeave stock has dropped back, putting its deal for Core Scientific at risk. A renegotiation seems likely.

CRWV Witnesses Healthy Growth Across Healthcare and Finance Sectors

CoreWeave raises 2025 revenue outlook as $30.1B backlog and surging AI cloud adoption drive growth across key industries.

CoreWeave: CRWV Stock To $200?

CoreWeave stock has moved above the $100 mark after Cantor Fitzgerald initiated coverage with an Overweight rating and a $116 price target, pointing to the trillion-dollar AI infrastructure opportunity. Shares are now up 160% year-to-date.

CoreWeave, Inc. (CRWV) Presents at Deutsche Bank's 2025 Technology Conference

CoreWeave, Inc. (NASDAQ:CRWV ) Deutsche Bank's 2025 Technology Conference August 27, 2025 11:00 AM ET Company Participants Nitin Agrawal - Chief Financial Officer Conference Call Participants Brad Alan Zelnick - Deutsche Bank AG, Research Division Brad Alan Zelnick Good morning, everybody. I'm Brad Zelnick, Deutsche Bank Software Equity Research.

CoreWeave's stock has slumped. Here's how the company can prove the bears wrong.

The AI-infrastructure company's stock has been hammered on concerns over losses and debt. But CoreWeave is a “best-in-class” player whose shares could climb to $116, one analyst said.

Bracing for "Financial Winter," AAPL Adding A.I. Momentum, CRWV Short & Long-Term Value

It's "financial winter" now through October, says Dale Smothers, something he believes will give investors reason to take risk off the table. He adds the case for pullbacks due to high short-term valuations, especially in A.I.