Cathie Wood Is Doubling Down on This AI Stock During the Sell-Off
Ark Investʻs Cathie Wood has been loading up on shares of CoreWeave stock. The AI stock has been tanking in recent weeks.
CRWV - CoreWeave, Inc. Class A Common Stock
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$134.53
DETAILS
HIGH:
$192.00
LOW:
$67.00
MEDIAN:
$150.00
CONSENSUS:
$134.53
UPSIDE:
68.29%
Stock News
CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business Plan
Meta plans to sell its excess AI compute as it expands its infrastructure. That move could generate near-term headwinds for neocloud companies.
CoreWeave's Biggest Fear Looks Overdone
CoreWeave's $3.1 billion HPC-backed financing attracted approximately $19 billion of demand, reinforcing institutional confidence in AI infrastructure financing. First-quarter operating cash flow reached $3.0 billion despite $6.8 billion of CapEx, supported by 71.7% gross margins and a $99.4 billion backlog. Meta Compute triggered a 14% selloff, but CoreWeave's $21 billion take-or-pay agreement protects contracted revenue through 2032.
CoreWeave: Bound To Stay An Industry Leader For A Reason
CoreWeave is the leading neocloud operator, trading at a discounted 11.9x forward EV/EBITDA versus the sector median of 15x. CRWV's $99.4B backlog is 98% under five-year take-or-pay contracts with major hyperscalers, supporting robust forward revenue visibility. Backlog risk is real; however, thanks to heavy CapEx, CRWV provides quality and dominance for their clients. Realization of contracts is key.
CoreWeave's CEO Dumped Nearly 370,000 Shares for $30.8 Million. What Does That Mean for Investors?
The disposition involved 369,489 shares with a total transaction value of ~$30.8 million, based on weighted average prices. The sale reduced the insider's total equity holdings by 11%, including the liquidation of 100% of Class A shares previously held indirectly.
Meta Vs. Coreweave: How Meta is Looking to Bury Coreweave With ‘Meta Compute' Sovereign Scale
Meta (NASDAQ: META | META Price Prediction) and CoreWeave (NASDAQ: CRWV) just delivered Q1 2026 results that expose a brewing conflict.
Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?
Shares of Meta Platforms (NASDAQ:META | META Price Prediction) are up 6% in Friday morning trading, changing hands at $670 after Thursday's close of $631.48.
Down 40%, CoreWeave Is Being Left Behind By the Market
The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out.
AI Demand is Exploding: Why CoreWeave is Well-Positioned to Win
CRWV is expanding AI cloud capacity with over 3.5 GW of contracted power as rising enterprise demand and record backlog support its 2027 growth plans.
CoreWeave Named a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure
LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Gartner named it a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure. From training the largest foundation models to inference, the gap between infrastructure built for AI and infrastructure retrofitted for AI has become the defining constraint for the teams pushing the frontier. The demands of the industry expose every layer of the stack – training runs.
CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?
CoreWeave (NASDAQ:CRWV) and Invesco QQQ Trust (NASDAQ:QQQ) just gave investors two very different reads on the AI trade.
Mark Zuckerberg's Meta Is Entering What Could Be a $2 Trillion Cloud Market. CoreWeave Stock Fell 14% on the News.
Meta Platforms is considering different plans to sell access to its cloud infrastructure. The news sent Meta's stock price higher, but shares of cloud computing company CoreWeave dropped 14%.
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Ark Invest added to three existing positions that declined as much as 10% on Tuesday.
CoreWeave: Hyperscaler Risk Overblown
CoreWeave remains the leading neocloud with a $100 billion revenue backlog, yet trades at a depressed valuation due to debt and competitive fears. Meta Platform's AI cloud ambitions are misunderstood; META's long-term capacity needs likely reinforce, not threaten, CRWV's revenue pipeline. CRWV trades at only 2x 2028 EV/S target, with EBITDA forecasted at 70% of revenues and significant cash generation underway.
Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target.
Nebius Is Quietly Dominating CoreWeave And IREN: Here's Why
Nebius is rated Buy, driven by its superior AI infrastructure platform and robust inference software solutions. NBIS boasts a diversified customer base, a healthy funding model, and a strong cash position, supporting aggressive capacity expansion with minimal net debt. NBIS differentiates itself with end-to-end AI offerings, including Token Factory and recent acquisitions, enabling cost-effective, scalable AI for a broad client base.
Price Prediction: CoreWeave Stock Eyes 100% Upside as Data Center Demand Surges
CoreWeave (NASDAQ:CRWV) has been one of the most punished AI infrastructure names of the summer, and I think that has created an opportunity.
Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute' Remains a Massive Threat to Coreweave
Meta Platforms (NASDAQ: META | META Price Prediction) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles.
AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?
Insiders are selling three key names involved in very different parts of the artificial intelligence (AI) value chain. This includes one of the world's largest AI model developers, the newest AI chip developer to go public, and the market's largest neocloud.
CoreWeave: Why The Selloff Is Wrong (Rating Upgrade)
CoreWeave generated $2.1 billion of quarterly revenue, up 112% year over year, while backlog expanded to a record $99.4 billion. Management secured over $20 billion of financing this year, with no material debt maturities before 2029 despite elevated leverage. Ten customers have committed at least $1 billion each, while the financial services backlog alone has approached $10 billion.
Price Targets
CoreWeave initiated with an Outperform at BNP Paribas
$192.00
(was $124.82)
BNP Paribas
CoreWeave assumed with Neutral from Buy at DA Davidson
$100.00
(was $101.30)
Gil Luria
·
D.A. Davidson
CoreWeave price target raised to $120 from $106 at Barclays
$120.00
(was $114.15)
Barclays
CoreWeave price target raised to $135 from $125 at Deutsche Bank
$135.00
(was $116.18)
Deutsche Bank
CoreWeave price target raised to $131 from $85 at Truist
$131.00
(was $128.84)
Truist Financial
CoreWeave price target raised to $155 from $135 at Wells Fargo
$155.00
(was $128.84)
Michael Turrin
·
Wells Fargo
CoreWeave price target raised to $150 from $135 at Roth Capital
$150.00
(was $128.84)
Roth Capital
CoreWeave price target raised to $110 from $105 at Mizuho
$110.00
(was $128.84)
Mizuho Securities
CoreWeave price target raised to $160 from $120 at Jefferies
$160.00
(was $125.43)
Jefferies
CoreWeave price target raised to $150 from $140 at Oppenheimer
$150.00
(was $105.53)
Oppenheimer
CoreWeave price target raised to $106 from $90 at Barclays
$106.00
(was $113.53)
Barclays
CoreWeave price target raised to $156 from $149 at Cantor Fitzgerald
$156.00
(was $118.69)
Brett Knoblauch
·
Cantor Fitzgerald
CoreWeave initiated with an Outperform at Wolfe Research
$150.00
(was $118.69)
Wolfe Research
CoreWeave price target raised to $150 from $120 at Evercore ISI
$150.00
(was $118.42)
Evercore ISI
CoreWeave price target raised to $67 from $56 at Bernstein
$67.00
(was $110.27)
Madison Rezaei
·
Bernstein
CoreWeave price target raised to $105 from $95 at Mizuho
$105.00
(was $110.27)
Mizuho Securities
CoreWeave assumed with an Overweight at Cantor Fitzgerald
$149.00
(was $92.00)
Cantor Fitzgerald
CoreWeave price target lowered to $120 from $150 at Evercore ISI
$120.00
(was $74.41)
Evercore ISI
CoreWeave price target raised to $92 from $80 at MoffettNathanson
$92.00
(was $74.41)
Nick Del Deo
·
MoffettNathanson
CoreWeave upgraded to Buy from Hold at Deutsche Bank
$140.00
(was $98.31)
Deutsche Bank