CoreWeave Aktie News

Micron's earnings report is lifting AI stocks in general, but a Seaport analyst wondered if investors were reacting too severely to debt concerns.

CoreWeave is upgraded to Strong Buy at $70, trading at just 3x FY2026 revenue, despite rapid growth and improving fundamentals. CRWV boasts elite 61% adjusted EBITDA margins and a $55.6B backlog, with 40% recognized in 24 months, supporting strong revenue visibility. Forward P/S ratios for CRWV (3x FY2026, 1.9x FY2027) are far below both direct competitor Nebius and the S&P 500 average.

CoreWeave is upgraded to a strong buy after a 40%+ stock decline, citing overblown concerns and a compelling risk/reward setup. CRWV faces near-term data center delays and profitability pressures, but demand remains exceptionally robust, as evidenced by a $55.6B revenue backlog. Despite lowering FY revenue and operating income guidance, long-term growth prospects remain intact, with supply—not ...

Famed investor Cathie Wood continues to see long-term potential in CoreWeave Inc. (NASDAQ: CRWV) even though the AI infrastructure firm has been cut in half over the past six months. The founder and chief executive of Ark Investment Management bought another 136,000 CRWV shares this week, split across two of her flagship exchange-traded funds (ETFs).

CoreWeave, Inc. shares are down roughly 25% since last coverage, while bond markets now signal execution and refinancing risk. The 2031 senior notes trade at a large premium to U.S. Treasuries, reflecting timing and balance sheet concerns, not weak AI demand. Credit markets differentiate risk across the capital structure, with senior bonds pricing cash-flow timing risk and convertibles pricing ...

Investors know that tech stocks can have both positive and punishing implications for portfolios. As technology evolves, the competitive landscape can shift quickly.

CoreWeave, Inc. is a unique AI infrastructure provider, purpose-built to meet surging demand for cutting-edge GPU compute capacity. CRWV reported Q3 2025 revenue of $1.4Bn (up 134% YoY) and a record $55.6Bn backlog, nearly doubling sequentially and providing multi-year growth visibility. Customer concentration risk is declining, with no client now exceeding 35% of backlog, and large-scale enter...

Two of these tech players make great buys for growth investors, while the third player is well-suited to any stock portfolio. These companies may benefit as the AI boom marches on.