
Coreweave Inc (CRWV) Stock Forecast & Price Target
Coreweave Inc (CRWV) Analyst Ratings
Bulls say
CoreWeave Inc demonstrates a positive outlook due to significant revenue growth and expanding backlog, highlighted by a 13% sequential increase in revenue to $1.36 billion and an 85% rise in revenue backlog to $55.6 billion, driven by large-scale contracts with major clients like Meta and OpenAI. The substantial demand for AI infrastructure, as evidenced by the doubling of the RPO backlog and the ongoing investments from hyperscalers and AI labs, further supports CoreWeave's capacity for scalable growth. Enhanced pricing power per GPU and the potential for new multi-year contracts provide additional validation for the company's profitability and margin sustainability amid a rapidly evolving AI ecosystem.
Bears say
CoreWeave's outlook is negatively impacted by a revised revenue estimate for FY25, which has been lowered to $5.06 billion from $5.15 billion, attributed to execution issues in delivering contracts and potential power shortages that may hinder near-term revenue growth. Additionally, the company has adjusted its expectations regarding power capacity, reducing its forecast for active power to over 850 MW by the end of 2025, down from previous guidance of over 900 MW. The stock exhibits vulnerabilities related to its Quality metrics and faces headwinds due to high capital expenditure requirements, raising concerns about the stability of its earnings stream.
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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