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CoreWeave, Inc. Class A Common Stock
CRWVTechnologyNASDAQUS
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This Nvidia partner consistently posts higher revenue growth than the chipmaker.
The AI infrastructure company still has a bright future.
BNP Paribas analyst Stefan Slowinski sees more upside in CoreWeave Inc (NASDAQ:CRWV) than Nebius Group NV (NASDAQ:NBIS), assigning CoreWeave a $192 price forecast while rating Nebius Neutral with a $255 forecast.
CoreWeave offers superior near-term revenue visibility and execution certainty versus Nebius, supporting a Buy rating on CRWV and a Sell/hedge on NBIS. Both NBIS and CRWV now trade at similar growth-adjusted valuations, but CRWV's backlog and contracted revenue provide greater downside protection through 2027. NBIS's recent rally has closed its historical valuation gap, while CRWV's muted price action and sold-out 2026 capacity make it the preferred exposure amid macro uncertainty.
Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a "neo cloud" by providing both Colossus-1 and Colossus-2 data centers to Anthropic's Claude, which has been "severely compute constrained throughout the year." The... Elon Musk's New Role: Why SpaceX Just Became a 'Neo Cloud' for Anthropic
CoreWeave, Inc. (CRWV) Presents at Bank of America 2026 Global Technology Conference Transcript
Shares of CoreWeave Inc (NASDAQ:CRWV) are trading lower on Wednesday. The drop comes as investors reassess the broader AI infrastructure boom, and new analyst reports fuel further stock volatility.
Each of these companies is aiming to play a crucial role in the AI build-out.
CoreWeave continues to exhibit hyper-growth, with Q1 revenue up 112% YoY and backlog surging 284% to $99.4 billion. Despite temporary margin weakness, CoreWeave's aggressive scaling and CapEx are justified by robust demand and record bookings. Financial leverage remains a key risk, with a debt/equity ratio of 10.7 and a likely need for further capital raises as CapEx guidance increases.
CoreWeave's AI backlog is exploding, Nvidia's leaning in, and Wall Street sees upside. But one major risk could decide whether this stock becomes a winner.
CoreWeave (NASDAQ:CRWV) at $124.82 screens as a wait-and-see setup over the next 12 months, with a working reference value near $138.56.
The biggest story surrounding the IPO landscape is, of course, none other than SpaceX. But CoreWeave's debut last year shouldn't be forgotten either.
CoreWeave surged 14% after becoming the first AI cloud provider to validate NVIDIA Vera Rubin NVL72, reinforcing its edge in AI infrastructure.
CoreWeave Inc (NASDAQ:CRWV) shares are rising Tuesday, fueled by a fresh analyst initiation and a massive AI spending signal from one of the world's largest tech companies.
Pre-Market Stock Futures: Futures are trading lower on Tuesday, but the technology tsunami continued on Monday, as all major indices dipped into the red early on news that Iran was halting the peace negotiations and would block the Strait of Hormuz. But that sell-off lasted until about noon, before a big reversal, which, by that... Here Are Tuesday's Top Wall Street Analyst Research Calls: CoreWeave, Danaher, Hewlett Packard Enterprise, Intuit, Knight-Swift, Meta Platforms, Starwood Property Trust, Tripadvisor, and More
On June 1, 2026, CoreWeave's industry-first rollout of Nvidia's Vera Rubin NVL72 sharpened focus on its AI data center ambitions.
Artificial intelligence data center operator CoreWeave has proven it can successfully utilize Nvidia's newest processing technology. Nvidia CEO Jensen Huang specifically mentioned CoreWeave as one of the few hyperscalers ready to offer access to this next-generation AI accelerator.
The AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
Investors have watched Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) ride the AI wave to extraordinary heights, with data center revenue exploding in recent years.
CoreWeave (NASDAQ: CRWV) stock price jumped to $120, its highest point since May 8, as investors cheered the latest news from Taiwan, where Nvidia launched several products. CRWV has soared by nearly 82% from its lowest point this year.
Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and CoreWeave, Inc. Class A Common Stock didn't make the cut. Grab the names FREE today. Diller's Deal 17 minutes ago Live Barry Diller is making a move to take MGM Resorts (NYSE: MGM) private, according to... Live Nasdaq Composite: Markets Open June With Caution as Oil Spikes and Nvidia Powers Tech Higher
Ex-OpenAI researcher Leopold Aschenbrenner just bought 12.4 million shares of Nebius stock.
LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced its bring up of NVIDIA Vera Rubin NVL72 on CoreWeave Cloud. Leveraging its purpose-built software and engineering solutions, CoreWeave is the first AI cloud provider to bring up Vera Rubin, extending the CoreWeave platform's support for NVIDIA hardware. The milestone achievement includes the completion of rigorous system-level validation for the entire rack scale architecture. Agentic.
Nvidia owns a small group of stocks.
Our CoreWeave (NASDAQ:CRWV) call is built on the collision between explosive AI infrastructure demand and a balance sheet straining under capex.
Bellevue's AI frenzy continues as CoreWeave recently doubled its footprint to 36,000 square feet at One Bellevue Center, according to a report in the Puget Sound Business Journal.
The rapid rise of autonomous AI agents is creating favorable demand for cloud infrastructure, and few companies are better positioned to benefit than CoreWeave, Inc. CRWV. As enterprises move beyond traditional AI chatbots toward autonomous systems capable of reasoning, planning and executing tasks independently, the computing requirements behind these applications are expanding dramatically.
CRWV's backlog nears $100B, up about 4x year over year, with 75% set to turn into revenues in four years as AI-cloud capacity ramps.
Google is slowly encroaching on established AI infrastructure players.
CoreWeave (NASDAQ:CRWV) just booked the largest customer commitment in its short public life and the largest quarterly loss in its short public life, inside the same earnings report.
Is Nvidia as good a stock picker as it is a chipmaker?
LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Nick Robbins, VP Corporate Development and Investor Relations, will present at the BofA Securities Global Technology Conference in San Francisco, CA. The discussion will begin at 10:40 a.m. Pacific Time on June 3rd. A live webcast and replay of the presentations will be available on CoreWeave's Investor Relations site at investors.coreweave.com. Disclosure Information CoreWeave u.
LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the launch of unified agentic AI capabilities that accelerate progress toward the superintelligence loop, a closed feedback loop between training and inference. With reinforcement learning, production inference, agent observability, and autonomous improvement working as one closed loop, agents not only become more reliable, they compound in capability over time. Until now, training re.
Leopold Aschenbrenner, known as one of the youngest billionaires and a former member of the OpenAI research team, has just disclosed one of his largest stock positions yet.
CoreWeave NASDAQ: CRWV Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue.
CoreWeave Inc (NASDAQ:CRWV) shares are dipping on Wednesday as traders seem to be stepping back from high‑beta AI infrastructure names while the broader market stays mostly unchanged. The Nasdaq is off 0.10% and the S&P 500 is barely positive at 0.01%.
CoreWeave, Inc. earns a Strong Buy rating, driven by a $99.4B contracted backlog that dwarfs its $57B market cap. CRWV's 2027 revenue is over 75% contracted, with $36B expected within 24 months, supporting robust near-term growth. Valuation remains compelling at ~5x forward sales and 6.43x forward cash flow, with skepticism creating upside for successful CRWV execution.
CoreWeave (NASDAQ: CRWV) stock price remains under pressure this month, despite its rising role in the artificial intelligence (AI) industry, where it has become the partner of choice of top companies. CRWV dropped to $105 on Tuesday, down from this month's high of $138.
Nvidia has been an ongoing supporter of this young company.
Why Jonathan Rose is bearish on PLTR
CRWV's AI buildout is driving revenue and backlog growth, but rising infrastructure costs and debt are pressuring margins.
The SpaceX NASDAQ: SPCX IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at this story through too narrow a lens. The real trade isn't just one rocket company going public, it's a decades-long convergence of four separate business ventures into one AI-driven empire, and the stocks riding that wave are already starting to move.
LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Nitin Agrawal, CFO, will present at the Jefferies Software, Internet, and AI Conference in Newport, CA. The discussion will begin at 12:00 p.m. Eastern Time May 27th. A live webcast and replay of the presentations will be available on CoreWeave's Investor Relations site at investors.coreweave.com. Disclosure Information CoreWeave uses its investor relations page (investors.corewea.
The AI build-out is still just getting started, and these companies are positioned to capitalize.
ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.
SpaceX's IPO filing is reshaping how investors value launch, satellite, and AI infrastructure companies including Rocket Lab, AST SpaceMobile, CoreWeave, Firefly Aerospace, and EchoStar.
Nebius Group (NBIS), CoreWeave (CRWV) and IREN Limited (IREN) rose on Thursday after Nvidia (NVDA) said rental prices for H100 GPUs continued climbing, undersco
CoreWeave (NASDAQ:CRWV) has whipsawed investors with triple-digit revenue growth, a $99 billion backlog, and one of the heaviest capex profiles in the cloud sector.
Core Scientific Inc. (NASDAQ: CORZ) stock is climbing on Thursday, maintaining strong bullish momentum.
CoreWeave (CRWV) stock surges; GF Securities' $162 Buy initiation and a $1.7 trillion neocloud AI market boom have ignited the GPU provider.
NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.
Neocloud companies are reporting some of the best financial results this year as the artificial intelligence boom accelerates. Despite this, Wall Street traders are betting against some of the top names in the industry, like CoreWeave, Nebius, and IREN.
CoreWeave remains a Hold after Q1 2026 results, reflecting strong revenue growth but significant financial leverage risks. CRWV's Q1 revenue surged 112% YoY to $2.08B, with a contracted backlog of $99.4B, yet net loss reached $740M and adjusted operating margin fell to ~1%. Heavy CAPEX ($6.8B in Q1, $31-35B FY guidance) and rising interest payments (now 26% of revenue) highlight mounting debt-driven growth concerns.
Wall Street may be obsessing over Nvidia Corp‘s (NASDAQ:NVDA) next-generation Blackwell chips, but the company's partner, CoreWeave, Inc. (NASDAQ:CRWV), just hinted that an overlooked trade could be older GPUs.
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
CoreWeave, Inc. (CRWV) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Investor Chamath Palihapitiya is calling out exploding compute demand and rising token prices. Yet the market may not be rewarding the companies positioned to solve the shortage.
CoreWeave added over $40 billion in backlog, pushing total contracted demand close to the $100 billion milestone. Financial services backlog approached $10 billion, while physical AI and robotics workloads surpassed $1 billion in commitments. Older Nvidia GPU fleets, including A100 and H100, remained sold out, with pricing actually increasing during Q1 2026.
CoreWeave, Inc. is up 40% since my Strong Buy call, but valuation now appears stretched, warranting a prudent exit. CRWV's revenue surged 112% YoY with a $99.4B backlog, yet high capital intensity and widening net losses raise sustainability concerns. Forward EV/sales is 120% above the sector median, and free cash flow remains deeply negative due to heavy capex and debt obligations.
CoreWeave (NASDAQ:CRWV) has raised over $20 billion in capital so far in 2026, a financing pace that now defines the investment debate around the AI infrastructure company.
