GPU‑accelerated workloads for AI
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Here’s What Analysts Think About CoreWeave (CRWV)
Yahoo Finance· 2025-12-03 06:57
CoreWeave, Inc. (NASDAQ:CRWV) is one of the Best Up and Coming Tech Stocks to Buy. The stock has been on a downward trajectory despite an earnings beat on November 10. The main reason behind the falling share price is the delay from third-party data center partners, which the CEO, Michael Intrator, anticipates to be resolved by fiscal Q1 2026. On November 11, David Nicholson, chief research officer at Futurum, and Mike Maloney, CEO at Incyt, appeared on the Schwab Network to discuss their outlook on Cor ...
CoreWeave (CRWV) Down 32% Since Q3, Here’s What the Wall Street Thinks About the Stock
Yahoo Finance· 2025-11-28 16:57
Company Overview - CoreWeave, Inc. (NASDAQ:CRWV) is a hyperscale cloud and AI data center company specializing in GPU-accelerated workloads for artificial intelligence, machine learning, and high-performance computing [5] Financial Performance - In fiscal Q3 2025, CoreWeave reported a revenue growth of 133.7% to $1.36 billion, exceeding estimates by $80.19 million [3] - The company reported an EPS of negative $0.08, which was better than expectations by $0.27 [3] - Despite the strong revenue growth, the share price fell over 32% following the earnings announcement due to delays from third-party data center partners [3] Market Sentiment - Analysts have mixed opinions on CoreWeave's stock; Wells Fargo reiterated a Buy rating with a $150 price target, while Goldman Sachs maintained a Hold rating with a $105 price target [2] - Barclays analysts noted that the challenges faced by large-scale AI data centers are significant, which may affect investor sentiment [4] Backlog and Growth Potential - CoreWeave has a substantial backlog of $55.6 billion, with revenue backlog growing by 85% quarter-over-quarter [4] - The company's full-year revenue outlook was revised down from $5.15 billion to a range of $5.05 billion to $5.15 billion due to the aforementioned delays [3]