
Coreweave Inc (CRWV) Stock Forecast & Price Target
Coreweave Inc (CRWV) Analyst Ratings
Bulls say
CoreWeave Inc. operates in a rapidly growing sector, with its cloud platform strategically positioned to capitalize on the increasing demand for AI infrastructure, evidenced by projections of the GPUaaS market expanding from $3-$4 billion to an estimated $300 billion. The impressive growth in Oracle’s OCI business, highlighted by a remarkable 359% year-over-year increase in remaining performance obligations, suggests a significant shift towards outsourcing AI-related workloads, which could benefit CoreWeave as hyperscalers seek efficient solutions. Furthermore, partnerships and access to essential resources like power and GPUs are expected to bolster CoreWeave's growth ambitions, supporting a positive long-term outlook despite challenges related to rapid revenue expansion.
Bears say
CoreWeave Inc faces significant challenges impacting its financial outlook, primarily due to a projected decline in average selling prices (ASP) and anticipated margin compression, coupled with a 30% drop in share price following the second earnings report. The company's high dependency on a limited number of major customers and key suppliers, particularly NVIDIA for GPUs, raises concerns about revenue predictability and operational stability in a competitive landscape dominated by well-resourced hyperscalers like AWS and Azure. Additionally, vulnerabilities related to macroeconomic conditions, such as rising interest rates and inflation, may further strain CoreWeave's capital structure and limit its ability to fund growth initiatives, exacerbating the company's inherent risks.
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
Start investing in Coreweave Inc (CRWV)
Order type
Buy in
Order amount
Est. shares
0 shares