CoreWeave's Latest Pricing Move Gets Major Wall Street Attention
CoreWeave (CRWV) is getting another bullish endorsement from Truist Securities, which argues the AI infrastructure company has stronger pricing power, better co
CRWV - CoreWeave, Inc. Class A Common Stock
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$144.95
DETAILS
HIGH:
$250.00
LOW:
$74.00
MEDIAN:
$150.00
CONSENSUS:
$144.95
UPSIDE:
58.04%
Stock News
Cloudflare Climbs 4% as Risk Appetite Favors High-Beta Cloud Names; Oracle Ticks Up, CoreWeave Slips
Money chasing the higher-volatility end of cloud computing is concentrating in shares of Cloudflare (NYSE:NET | NET Price Prediction), while shares of Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) are tracing very different paths. Cloudflare stock is at $363.
CoreWeave Stocks Fall 2.2% Although Rubin Enters Production With Cognition
CoreWeave, the AI-cloud provider (CRWV), put Nvidia's Vera Rubin NVL72 systems into production for Cognition, while shares fell 2.2% to $87.68 at approximately
The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It
Every valuation in the AI infrastructure trade rests on one quiet assumption: that compute stays scarce enough to keep prices high. That assumption is already showing cracks, and most investors haven't repriced for it.
Is CoreWeave Stock a Buy Right Now?
Revenue continues to grow at triple-digit percentages, and its valuation is low. The company's debt burden appears increasingly risky in an environment of rising interest rates.
CoreWeave’s Venturo sells 65,616 shares after RSU vesting (NASDAQ: CRWV)
What happened CoreWeave, Inc. (NASDAQ: CRWV) director and Chief Strategy Officer Brian M. Venturo sold 65,616 shares on 09/30/2026. The shares fetched $87.69 each for about $5.75 million, and the filing says the sale was made to satisfy tax withholding obligations tied to vested restricted stock units. After the trade, Venturo held 302,526 shares directly,
Applied Digital Corporation (NASDAQ: APLD) Brings 250 MW Online
What happened Applied Digital Corporation (NASDAQ: APLD) said another 75 megawatts at Polaris Forge 1 reached ready-for-service status on October 2. Three new 25 MW data halls completed the second 150 MW building. The Ellendale, North Dakota campus now has 250 MW of operational critical IT load. CoreWeave, Inc. (NASDAQ: CRWV) has contracted for 400
Where Will CoreWeave Stock Be in 5 Years?
CoreWeave's $104 billion revenue backlog shows strong demand for its AI computing capacity. The company spent far more on property and equipment than it generated from operations last quarter.
CoreWeave capacity constraints bolster Jefferies bull case
CoreWeave IncTesla shares rise as Q3 deliveries beat production can capture stronger near-term pricing as AI demand far exceeds supply, Jefferies wrote after attending the company's Fully Connected conference. Jefferies noted that discussions with executives, customers, and management pointed to broad-based demand and visibility into 2028.
CRWV's Vera Rubin Push: Can AI Infrastructure Fuel Its Growth Engine?
CoreWeave expands beyond GPUs with NVIDIA Vera and Vera Rubin, targeting agentic AI and inference workloads while deepening its infrastructure strategy.
The Most Aggressive Price Target in AI Right Now Belongs to CoreWeave
CoreWeave carries a backlog that dwarfs its closest rival and revenue growth that towers over legacy cloud giants, yet the stock still trades far below its 52-week high.
Nebius vs. CoreWeave: Which Is the Better AI Stock to Own for the Next 5 Years?
Nebius and CoreWeave are growing rapidly, but both are spending billions to build capacity. Debt and long-term leases add risk to each company's expansion.
The AI Boom Is Running Out of Earth. Here’s Who Benefits.
The AI infrastructure boom is getting so big that the industry's biggest challenge is increasingly becoming physical scarcity.
Can CoreWeave's Partner Network and AI Deals Expand Its Reach?
CRWV expands its AI cloud ecosystem with a new Partner Network and Ennoble Care deployment for clinical AI inference workloads.
The Best IPO to Buy in 2026 Isn't What You Think. I'm Betting on CoreWeave.
CoreWeave's $104 billion revenue backlog and $25 billion in new commitments show deep demand for its AI computing capacity. Nvidia's has made a $2 billion investment into CoreWeave and given it early access to its Vera Rubin platform, providing it with a structural edge over its neocloud rivals.
Nvidia Knows It Could Trigger a Credit Risk Shock and Collapse Markets
Nvidia now guarantees financing for the AI customers buying its chips, and management openly admits some will call the arrangement circular. What happens to the stack when the weakest link cannot cover its interest bill?
CoreWeave: The Bond Market Remains Cautious
CoreWeave carries $35.6 billion of debt principal, while its 2031 unsecured bond still implies a low-teens yield. The 2031 bond has barely deteriorated since December, suggesting persistently expensive credit rather than a developing liquidity crisis. Trailing net leverage approaches 6.8x, while first-half adjusted EBITDA covered cash debt interest by approximately 2.7x.
NOTICE: Investors in CoreWeave, Inc. (NASDAQ: CRWV) shares are encouraged to contact the Shareholders Foundation in connection with Lawsuit
A lawsuit is currently pending for certain investors in CoreWeave, Inc. shares. Investors in NASDAQ: CRWV shares should contact the Shareholders Foundation
CoreWeave's CEO says data center backlash isn't scaring off AI giants
CoreWeave CEO Michael Intrator isn't concerned about the data center backlash. Intrator said the moratoriums and regulations ultimately mean the facilities will be built elsewhere.
CoreWeave CEO on New AI Products, Computing Demand
CoreWeave CEO Michael Intrator discusses the launch of Forge, a new suite of development tools designed to help clients train and improve AI models, as the company seeks to broaden its offerings beyond the “neocloud” label. He speaks with Ed Ludlow on "Bloomberg Tech" during the company's first large-scale user conference in San Francisco.
Price Targets
Rosenblatt Reiterates Buy Rating on CoreWeave (CRWV)
$250.00
(was $87.12)
John McPeake
·
Rosenblatt Securities
CoreWeave initiated with a Buy at UBS
$120.00
(was $86.76)
UBS
CoreWeave initiated with a Buy at BTG Pactual
$125.00
(was $85.66)
BTG Pactual
CoreWeave price target raised to $165 from $155 at Truist
$165.00
(was $83.84)
Arvind Ramnani
·
Truist Financial
CoreWeave price target raised to $139 from $121 at Goldman Sachs
$139.00
(was $89.76)
Gabriela Borges
·
Goldman Sachs
CoreWeave price target lowered to $145 from $150 at Roth Capital
$145.00
(was $111.16)
Roth Capital
CoreWeave price target raised to $105 from $90 at Barclays
$105.00
(was $107.73)
Barclays
CoreWeave price target raised to $155 from $126 at Truist
$155.00
(was $106.77)
Arvind Ramnani
·
Truist Financial
'Top Pick' CoreWeave (CRWV) PT Raised to $153 at Piper Sandler
$153.00
(was $106.75)
James Fish
·
Piper Sandler
CoreWeave price target raised to $176 from $167 at Cantor Fitzgerald
$176.00
(was $109.92)
Cantor Fitzgerald
CoreWeave price target raised to $74 from $67 at Bernstein
$74.00
(was $107.96)
Bernstein
CoreWeave (CRWV) PT Raised to $178 at Cantor Fitzgerald Amid Strong Demand
$178.00
(was $90.32)
Brett Knoblauch
·
Cantor Fitzgerald
CoreWeave price target raised to $160 from $155 at Wells Fargo
$160.00
(was $90.32)
Michael Turrin
·
Wells Fargo
CoreWeave (CRWV) PT Raised to $115 at Mizuho
$115.00
(was $90.32)
Gregg Moskowitz
·
Mizuho Securities
CoreWeave (CRWV) PT Raised to $130 at Baird
$130.00
(was $90.32)
Rob Oliver
·
Robert W. Baird
CoreWeave price target raised to $150 from $135 at Deutsche Bank
$150.00
(was $85.33)
Deutsche Bank
CoreWeave initiated with an Overweight at Piper Sandler
$151.00
(was $85.76)
James Fish
·
Piper Sandler
CoreWeave upgraded to Buy from Hold at Truist
$126.00
(was $79.58)
Truist Financial
CoreWeave initiated with an Outperform at Baird
$100.00
(was $79.58)
Rob Oliver
·
Robert W. Baird
CoreWeave price target lowered to $150 from $160 at Jefferies
$150.00
(was $73.06)
Brent Thill
·
Jefferies