This Analyst Thinks CoreWeave Stock Can Jump 50%. Should You Buy CRWV Now?

Core Insights - The AI infrastructure market is experiencing significant growth, with major players like Nvidia and Amazon leading the charge, while niche companies like CoreWeave are also positioned to benefit from increasing GPU demand [1][2] Company Overview - CoreWeave is a rapidly growing "neocloud" provider specializing in GPU-as-a-service for AI workloads, currently valued at $65 billion by market cap [4] - The company has exclusive partnerships with Nvidia, enabling it to deliver advanced compute capacity more quickly than traditional hyperscalers [4] Market Performance - CoreWeave's stock has been a top performer in 2025, tripling since its March IPO and increasing approximately 200% year-to-date, despite a summer pullback of about 50% from its June highs [5] Analyst Ratings - Analysts are optimistic about CoreWeave, with Raymond James initiating coverage with an "Outperform" rating and a $130 target, while Citizens raised its stance to "Market Outperform" with a $180 price target, indicating a potential 50% upside [2] Financial Projections - CoreWeave has secured a $6.3 billion order arrangement with Nvidia and aims for $20 billion in annual recurring revenue (ARR) by 2027, capitalizing on a booming GPU-as-a-service market projected to reach hundreds of billions [2][3] Valuation Metrics - The stock trades at approximately 10–12 times 2025 revenue, which is lower than peers like Palantir, despite a higher growth rate [6] - CoreWeave's price-to-sales (P/S) multiple is below that of Nvidia and Palantir, with Citi noting its multiples for 2027 revenue and EBIT are well below legacy cloud peers [6]