Currently 2 bullish, 0 bearish — stable.
Analysts are holding steady at 2 bullish to 0 bearish.
2 YouTube analysts cover CoreWeave, Inc. (CRWV).
2 analysts have covered CRWV so far…
CoreWeave is the leading Neocloud with massive customer backlog including Meta, OpenAI, Microsoft, and Anthropic, proving AI cloud demand.
CoreWeave's backlog includes the biggest AI customers, validating the neocloud model. Heavy debt and capex are risks, but execution thus far has been strong. It serves as the bellwether for the entire neocloud sector.
CRWV’s AI neo-cloud momentum is strong, but capex intensity means fundamentals still need time to translate into margins.
Coreweave’s revenue rose 112% year-over-year to $2.1 billion, while revenue backlog jumped over 280% to nearly $100 billion, driven by big customer wins and expanding contracts. The tradeoff is heavy capex (around $35 billion this year expected), but ramping capacity ahead of competitors supports the long-term margin trajectory.
No official filings surfaced for CRWV yet.
