Core View - CoreWeave (NASDAQ:CRWV) is recognized as a prominent AI stock, receiving a Market Outperform rating from Citizens with a price target of $180.00 [1] Company Overview - CoreWeave is identified as a leading GPU-as-a-Service (GPUaaS) provider, positioned to benefit from increasing demand for AI infrastructure, supported by multi-year contracts and a revenue backlog exceeding $56 billion [2] Market Dynamics - The expansion of the GPUaaS total addressable market is driven by accelerated adoption of generative AI and increased outsourcing by hyperscalers, indicating a favorable market environment for CoreWeave [2] Risks and Challenges - The company faces several risks, including potential pricing pressure, customer concentration issues, and leverage concerns [3] - A class action lawsuit has been filed against CoreWeave and certain executives, alleging securities fraud following significant stock drops related to potential violations of federal securities laws [3] Partnerships and Operations - CoreWeave has been collaborating with multiple partners, including Core Scientific, with a merger agreement announced on July 7, 2025 [4] - The company has claimed to be well-positioned to meet strong demand for AI infrastructure but has been criticized for overstating its capacity and failing to disclose significant data center construction delays [4]

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and certain senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors are encouraged to seek additional information regarding the lawsuit and their legal options [2][9] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4] - The company announced a merger agreement with Core Scientific on July 7, 2025 [4] Allegations and Stock Performance - CoreWeave allegedly overstated its ability to meet customer demand and concealed significant construction delays at its data centers, despite assuring investors of its competitive strengths [5] - The stock price dropped significantly following key events: - On October 30, 2025, the termination of the merger agreement led to a drop of $8.87 per share (over 6%) from $139.93 to $131.06 [6] - On November 10, 2025, lowered guidance for revenue and capacity due to construction delays caused a drop of $17.22 per share (over 16%) from $105.61 to $88.39 [7] - On December 15, 2025, reports of further delays in a major data center project resulted in a drop of $2.85 per share (over 3%) from $72.35 to $69.50 [8]

Core View - CoreWeave has experienced significant stock growth, with an increase of over 300% post-IPO and currently up nearly 140% since its market debut [1][2] Company Performance - CoreWeave has seen consistent revenue growth, achieving triple-digit increases in each of the past three quarters [5] - The company offers AI customers access to Nvidia's top GPUs, allowing them to rent these resources flexibly, which has contributed to its popularity [4][5] - Nvidia is an investor in CoreWeave and has committed to purchasing any unused cloud capacity through April 2032, indicating strong confidence in the company's future [8] Market Position - CoreWeave has been the first to make Nvidia's latest systems available, capitalizing on high demand for GPUs that often exceeds supply [6] - The company is well-positioned to benefit from ongoing developments in the AI sector, with a strong relationship with Nvidia enhancing its market standing [6][8] Upcoming Events - CoreWeave is scheduled to report earnings on February 26, which follows earnings reports from other major AI companies, potentially influencing investor sentiment [12] - There is optimism surrounding the upcoming earnings report, although recent market trends show caution among investors regarding AI stock valuations [13] Investment Considerations - While CoreWeave presents growth opportunities, it faces challenges related to heavy infrastructure investment and increasing debt levels, making it less suitable for cautious investors [9][11] - Growth investors may find CoreWeave a compelling option, whether investing now or after the earnings report [14]

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its executives, alleging that they misled investors about the company's ability to scale its AI infrastructure and meet revenue guidance [1][3]. Allegations of Misrepresentation - The lawsuit claims that CoreWeave overstated its capacity to meet strong customer demand while downplaying operational risks associated with reliance on a single third-party data center supplier [2][8]. - Significant delays at the Denton, Texas data center, which were revealed to be months behind schedule, contributed to a market capitalization loss of approximately $14 billion [2][8]. Market Reaction - Following the company's lowered revenue guidance, CoreWeave's stock experienced a 16% drop on November 11, 2025, and further declines occurred after the Wall Street Journal report on construction delays, resulting in billions in lost shareholder value [8]. Legal Proceedings - Hagens Berman is actively advising investors who purchased CoreWeave shares between March 28, 2025, and December 15, 2025, and who suffered significant losses [4]. - The deadline for lead plaintiffs to submit their claims is set for March 13, 2026 [5].

New York, New York--(Newsfile Corp. - February 13, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of CoreWeave, Inc. (NASDAQ: CRWV) between March 28, 2025 and December 15, 2025, both dates inclusive (the "Class Period"), of the important March 13, 2026 lead plaintiff deadline.SO WHAT: If you purchased CoreWeave securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee ...

CoreWeave, Inc. Securities Class Action Lawsuit Filed; Lead Plaintiff Deadline March 13, 2026 [Accessibility Statement] Skip NavigationSAN DIEGO, Feb. 13, 2026 /PRNewswire/ -- A securities class action lawsuit has been filed against CoreWeave, Inc. (NasdaqGS: CRWV) on behalf of purchasers or acquirers of CoreWeave securities between March 28, 2025 and December 15, 2025, inclusive (the "Class Period"). Captioned Masaitis v. CoreWeave, Inc., No. 26-cv-00355 (D.N.J.), the CoreWeave class action lawsuit charges ...

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of being able to capitalize on unprecedented demand [5]. Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after Core Scientific failed to secure enough shareholder votes for a merger, leading to the termination of the merger agreement [6]. - Following a revenue guidance cut on November 10, 2025, due to construction delays, the stock fell by $17.22 (over 16%) [7]. - A report on December 15, 2025, regarding further delays in a major data center project led to an additional drop of $2.85 (over 3%) in stock price [8].

Contact The Gross Law Firm by March 13, 2026 Deadline to Join Class Action Against CoreWeave, Inc.(CRWV) [Accessibility Statement] Skip NavigationNEW YORK, Feb. 12, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of CoreWeave, Inc. (NASDAQ: CRWV).Shareholders who purchased shares of CRWV during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.C ...

New York, New York--(Newsfile Corp. - February 12, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of CoreWeave, Inc. (NASDAQ: CRWV) between March 28, 2025 and December 15, 2025, both dates inclusive (the "Class Period"), of the important March 13, 2026 lead plaintiff deadline.SO WHAT: If you purchased CoreWeave securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee ...

Core Viewpoint - CoreWeave, Inc. (CRWV) has significantly outperformed the market, with a share price increase of 137.8% over the past year, contrasting with the Zacks Internet-Software Market's decline of 18.3% [1] Performance Comparison - CRWV has outperformed major competitors, including Microsoft (MSFT), which saw a decline of 1.2%, and Nebius Group N.V. (NBIS), which increased by 125.4% [2] Current Stock Status - CRWV is currently trading at $95.15, below its 52-week high of $187, indicating potential for future growth [3] Growth Drivers - The company's growth is driven by the increasing demand for specialized AI infrastructure, strategic partnerships, technological advantages, and strong long-term contracts [3][4] - CoreWeave has launched CoreWeave ARENA, enhancing AI performance for customers with over 2× faster performance and approximately 30% lower costs [4] Major Contracts - CoreWeave has secured multi-billion-dollar contracts, including a partnership with OpenAI worth up to $6.5 billion, raising total contracts with OpenAI to approximately $22.4 billion [5] - A significant cloud capacity deal with Meta Platforms valued at up to $14.2 billion through 2031 has also been established [5] Strategic Partnerships - A crucial factor in CoreWeave's growth is its relationship with NVIDIA Corporation (NVDA), which invested $2 billion to expand CoreWeave's data centers [6] - CoreWeave plans to integrate NVIDIA's Rubin technology into its AI cloud platform, positioning itself as a leader in AI infrastructure [6] Infrastructure Expansion - The company is aggressively scaling its data center network, deploying hundreds of thousands of GPUs and securing gigawatts of future capacity to meet rising AI demand [10] Acquisitions - CoreWeave is pursuing strategic acquisitions to enhance its AI platform, including the planned purchase of Monolith AI, although a proposed $9 billion acquisition of Core Scientific was terminated [11] Financial Guidance - Despite robust demand, CoreWeave has lowered its 2025 revenue guidance to $5.05–$5.15 billion due to supply chain constraints and delays [14] - The company anticipates capital expenditures (CapEx) of $12–$14 billion for 2025, reflecting increased financial pressure [13] Market Position - CoreWeave's estimates revisions are currently on a downward trend, with a 2.3% decrease in the Zacks Consensus Estimate for its earnings for 2025 over the past 60 days [16] - The company's shares are trading at a Price/Book ratio of 9.48X, higher than the Internet Software industry's 5.36X [18]