CoreWeave Has a ‘Tremendous Long-Term Opportunity’ But Is Stuck in Limbo Here. Should You Buy, Sell, or Hold CRWV Stock for 2026?

J.P. Morgan analysts reiterated their view that CoreWeave's long-term potential remains unchanged, citing a backlog that nearly doubled sequentially to $56 billion, as well as notable contract expansions. CoreWeave also added notable customers, including CrowdStrike (CRWD), Poolside, Rakuten (RKUNY), and Jasper, while launching CoreWeave Federal to serve government agencies like NASA.The situation forced CoreWeave to reduce its year-end active power target from above 900 megawatts to over 850 megawatts whil ...