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CoreWeave Aktie News
Positiv
The Motley Fool
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etwa eine Stunde alt
CoreWeave's capital expenditures outweigh its revenue. The company has a long way to go before turning profitable.
Negativ
Seeking Alpha
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etwa 16 Stunden alt
CoreWeave, Inc. remains a Strong Buy despite a 40% stock decline driven by supply chain delays in data center infrastructure. CRWV Q3 revenues surged 134% to $1.36B, but margins compressed due to rising overhead and lack of operating leverage. Supply chain bottlenecks, particularly in power-shell delivery, have delayed CRWV revenue and CapEx, leading to lowered full-year guidance.
Positiv
Seeking Alpha
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ein Tag alt
I am initiating coverage with a buy rating, driven by extraordinary revenue growth and a unique role in the AI GPU ecosystem. CoreWeave posted 134% YoY revenue growth and a 61% adjusted EBITDA margin, but faces margin compression and high leverage with $16 billion net debt. The company's $55.6 billion revenue backlog and supply-constrained AI market support continued high growth, though executi...
Negativ
Seeking Alpha
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ein Tag alt
SuRo Capital remains a hold as AI-driven gains face headwinds from CoreWeave's dip and broader risk-off sentiment in AI. CRWV's sharp decline limits near-term returns, capping upside despite SuRo's resilient NAV per share and continued dividend distributions. OpenAI, at 11% of SuRo's portfolio, is a key forward value driver, but faces mounting competition and valuation risk.
Neutral
Seeking Alpha
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ein Tag alt
CoreWeave, Inc. (CRWV) Presents at UBS Global Technology and AI Conference 2025 Transcript
Negativ
Forbes
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ein Tag alt
The recent 30% drop in CoreWeave's stock (NASDAQ: CRWV) is warranted due to a mix of short-term execution challenges and notable balance sheet risks. Although the primary narrative of substantial AI demand remains unaltered, the market is no longer viewing CRWV as an “up-and-to-the-right” high-growth story.
Negativ
Forbes
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2 Tage alt
The recent 30% drop in CoreWeave's stock (NASDAQ: CRWV) is warranted due to a mix of short-term execution challenges and notable balance sheet risks. Although the primary narrative of substantial AI demand remains unaltered, the market is no longer viewing CRWV as an “up-and-to-the-right” high-growth story.
Neutral
The Motley Fool
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2 Tage alt
Talk of an AI bubble had investors selling quickly to lock in gains. Industry insiders still see a supply/demand imbalance.
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