Mizuho Keeps Neutral Rating on CoreWeave, Reduces Price Target to $120
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 11 2025
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Should l Buy CRWV?
Source: Benzinga
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Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise
25 Analyst Rating
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 95.700
Low
68.00
Averages
123.23
High
180.00
Current: 95.700
Low
68.00
Averages
123.23
High
180.00
About CRWV
CoreWeave, Inc. is a cloud infrastructure technology company. The Company offers the CoreWeave Cloud Platform, which consists of software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure. Its CoreWeave Cloud Platform is an integrated solution that is purpose-built for running AI workloads such as model training and inference. Its solutions include infrastructure services, managed software services, and application software services. Its Infrastructure Services provide its customers with access to advanced graphics processing unit (GPU) and central processing unit (CPU) compute, highly performant networking, and storage. Its Managed Software Services include CKS, a flexible virtual private cloud and a bare metal service that runs kubernetes directly on high-performance servers. Its Application Software Services build on top of its infrastructure and managed software services, integrating additional tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CoreWeave's AI Infrastructure Demand Drives Growth
- Revenue Growth Outlook: CoreWeave is projected to see a 136% revenue spike to $12 billion in 2026, primarily driven by its robust backlog and increased AI spending, significantly enhancing the company's market valuation.
- Customer Base Expansion: Major contracts from clients like Meta, Microsoft, and OpenAI have propelled CoreWeave's revenue backlog to nearly quadruple, reaching $55.6 billion in Q3 2025, indicating strong demand in the AI infrastructure sector.
- Investment and Capacity Enhancement: Recently, CoreWeave secured a $2 billion investment from Nvidia, which will expedite the expansion of its data centers, aiming to increase its current 590 megawatts of capacity to over 1 gigawatt within the next 12 to 24 months, further solidifying its market position.
- Attractive Market Valuation: With a current sales multiple of just 10 times, investors buying CoreWeave stock now could see substantial returns by 2026, as its market cap is expected to rise from $50 billion to $120 billion based on future growth potential.
See More
CoreWeave: A Prime Investment in AI Infrastructure
- Attractive Valuation: CoreWeave, currently valued at $48 billion, trades at just 10 times sales, which is particularly impressive in the rapidly growing AI infrastructure sector, indicating significant future growth potential.
- Strong Market Demand: The top four hyperscalers in the U.S. are expected to spend a staggering $700 billion on data center construction by 2026, representing a nearly 78% increase from last year, providing robust market demand support for CoreWeave.
- Surge in Contracts: CoreWeave's revenue backlog nearly quadrupled to $55.6 billion in Q3 2025, primarily driven by substantial contracts from Meta, Microsoft, and OpenAI, which propelled its quarterly revenue to a 133% year-over-year increase.
- Investment Accelerates Expansion: Recently, CoreWeave secured a $2 billion investment from Nvidia, aiming to increase its data center capacity from 590 megawatts to over 1 gigawatt within the next 12 to 24 months, which will accelerate growth and enhance market competitiveness.
See More
CoreWeave Faces Class Action Lawsuit Amid Significant Stock Declines
- Class Action Filed: Bleichmar Fonti & Auld LLP has initiated a class action lawsuit against CoreWeave and its executives for securities fraud, following significant stock drops due to potential violations of federal securities laws, with investors encouraged to apply to lead the case by March 13, 2026.
- Stock Price Volatility: CoreWeave's stock price fell by over 6% on October 30, 2025, from $139.93 to $131.06 after Core Scientific failed to secure enough shareholder votes to approve their merger, indicating market concerns about the merger's viability.
- Guidance Downgrade: On November 10, 2025, CoreWeave lowered its revenue and operating income guidance due to delays from a third-party data center developer, resulting in a 16% drop in stock price from $105.61 to $88.39, highlighting significant challenges in meeting customer demand.
- Construction Delays Revealed: The Wall Street Journal reported on December 15, 2025, that delays in a major data center project in Texas led to a further 3% decline in stock price from $72.35 to $69.50, exacerbating investor concerns regarding the company's operational capabilities.
See More
CoreWeave Securities Class Action Notice Issued
- Class Action Notice: Rosen Law Firm reminds investors who purchased CoreWeave securities between March 28, 2025, and December 15, 2025, that they must apply to be lead plaintiff by March 13, 2026, or risk losing the opportunity to represent other investors in the lawsuit.
- Potential Compensation: Investors participating in the class action may receive compensation without any upfront costs, indicating a risk-free remedy for victims and potentially attracting more affected investors to join the case.
- Lawsuit Background: The lawsuit alleges that CoreWeave made false or misleading statements during the class period and failed to disclose the risks associated with reliance on a single third-party data center, which could materially impact the company's revenue and lead to investor losses.
- Law Firm's Credentials: Rosen Law Firm is recognized for its successful track record in securities class actions, having achieved the largest settlement against a Chinese company and recovering hundreds of millions for investors, underscoring the importance of selecting experienced counsel to effectively protect investor rights.
See More
CoreWeave's Stock Surges 140% Post-IPO Amid AI Demand
- Strong IPO Performance: CoreWeave's stock soared over 300% following its IPO in late March, and despite some pullback, it remains up nearly 140% since debut, reflecting strong market confidence in its AI chip rental business.
- Significant Revenue Growth: The company has achieved triple-digit revenue growth for three consecutive quarters, primarily due to its flexible GPU rental service that meets the urgent demand for computing power from AI customers, thereby enhancing its competitive position in the market.
- Close Partnership with Nvidia: Nvidia not only holds shares in CoreWeave but has also pledged to purchase any unused cloud capacity until April 2032, indicating strong confidence in CoreWeave's future and further solidifying its position in the AI market.
- Future Investment Challenges: While CoreWeave faces high debt risks due to necessary infrastructure investments, growth investors willing to take on some risk may consider buying shares around the upcoming earnings report on February 26, potentially reaping substantial rewards as the AI sector continues to expand.
See More
CoreWeave's Stock Surges 140% Post-IPO Amid AI Demand
- Significant Revenue Growth: CoreWeave has experienced triple-digit revenue growth for three consecutive quarters, indicating strong demand in the AI workload market and enhancing its market position, which has attracted numerous customers to rent its Nvidia GPUs.
- Strong Stock Performance: Since its IPO in late March, CoreWeave's stock surged over 300% in the following months, and although it has since pared some gains, it remains up nearly 140% from its debut, reflecting market confidence in its future growth.
- Close Partnership with Nvidia: Nvidia, a key investor in CoreWeave, has pledged to purchase any unused cloud capacity until April 2032, demonstrating Nvidia's trust in CoreWeave and its potential in the AI market.
- Infrastructure Investment Challenges: To meet the increasing demand for its services, CoreWeave must invest heavily in infrastructure, leading to rising debt levels; while this poses risks for cautious investors, it presents a compelling opportunity for growth-oriented investors willing to take on some risk.
See More
CoreWeave's AI Infrastructure Demand Drives Growth
- Revenue Growth Outlook: CoreWeave is projected to see a 136% revenue spike to $12 billion in 2026, primarily driven by its robust backlog and increased AI spending, significantly enhancing the company's market valuation.
- Customer Base Expansion: Major contracts from clients like Meta, Microsoft, and OpenAI have propelled CoreWeave's revenue backlog to nearly quadruple, reaching $55.6 billion in Q3 2025, indicating strong demand in the AI infrastructure sector.
- Investment and Capacity Enhancement: Recently, CoreWeave secured a $2 billion investment from Nvidia, which will expedite the expansion of its data centers, aiming to increase its current 590 megawatts of capacity to over 1 gigawatt within the next 12 to 24 months, further solidifying its market position.
- Attractive Market Valuation: With a current sales multiple of just 10 times, investors buying CoreWeave stock now could see substantial returns by 2026, as its market cap is expected to rise from $50 billion to $120 billion based on future growth potential.
See More
CoreWeave: A Prime Investment in AI Infrastructure
- Attractive Valuation: CoreWeave, currently valued at $48 billion, trades at just 10 times sales, which is particularly impressive in the rapidly growing AI infrastructure sector, indicating significant future growth potential.
- Strong Market Demand: The top four hyperscalers in the U.S. are expected to spend a staggering $700 billion on data center construction by 2026, representing a nearly 78% increase from last year, providing robust market demand support for CoreWeave.
- Surge in Contracts: CoreWeave's revenue backlog nearly quadrupled to $55.6 billion in Q3 2025, primarily driven by substantial contracts from Meta, Microsoft, and OpenAI, which propelled its quarterly revenue to a 133% year-over-year increase.
- Investment Accelerates Expansion: Recently, CoreWeave secured a $2 billion investment from Nvidia, aiming to increase its data center capacity from 590 megawatts to over 1 gigawatt within the next 12 to 24 months, which will accelerate growth and enhance market competitiveness.
See More
CoreWeave Faces Class Action Lawsuit Amid Significant Stock Declines
- Class Action Filed: Bleichmar Fonti & Auld LLP has initiated a class action lawsuit against CoreWeave and its executives for securities fraud, following significant stock drops due to potential violations of federal securities laws, with investors encouraged to apply to lead the case by March 13, 2026.
- Stock Price Volatility: CoreWeave's stock price fell by over 6% on October 30, 2025, from $139.93 to $131.06 after Core Scientific failed to secure enough shareholder votes to approve their merger, indicating market concerns about the merger's viability.
- Guidance Downgrade: On November 10, 2025, CoreWeave lowered its revenue and operating income guidance due to delays from a third-party data center developer, resulting in a 16% drop in stock price from $105.61 to $88.39, highlighting significant challenges in meeting customer demand.
- Construction Delays Revealed: The Wall Street Journal reported on December 15, 2025, that delays in a major data center project in Texas led to a further 3% decline in stock price from $72.35 to $69.50, exacerbating investor concerns regarding the company's operational capabilities.
See More
CoreWeave Securities Class Action Notice Issued
- Class Action Notice: Rosen Law Firm reminds investors who purchased CoreWeave securities between March 28, 2025, and December 15, 2025, that they must apply to be lead plaintiff by March 13, 2026, or risk losing the opportunity to represent other investors in the lawsuit.
- Potential Compensation: Investors participating in the class action may receive compensation without any upfront costs, indicating a risk-free remedy for victims and potentially attracting more affected investors to join the case.
- Lawsuit Background: The lawsuit alleges that CoreWeave made false or misleading statements during the class period and failed to disclose the risks associated with reliance on a single third-party data center, which could materially impact the company's revenue and lead to investor losses.
- Law Firm's Credentials: Rosen Law Firm is recognized for its successful track record in securities class actions, having achieved the largest settlement against a Chinese company and recovering hundreds of millions for investors, underscoring the importance of selecting experienced counsel to effectively protect investor rights.
See More
CoreWeave's Stock Surges 140% Post-IPO Amid AI Demand
- Strong IPO Performance: CoreWeave's stock soared over 300% following its IPO in late March, and despite some pullback, it remains up nearly 140% since debut, reflecting strong market confidence in its AI chip rental business.
- Significant Revenue Growth: The company has achieved triple-digit revenue growth for three consecutive quarters, primarily due to its flexible GPU rental service that meets the urgent demand for computing power from AI customers, thereby enhancing its competitive position in the market.
- Close Partnership with Nvidia: Nvidia not only holds shares in CoreWeave but has also pledged to purchase any unused cloud capacity until April 2032, indicating strong confidence in CoreWeave's future and further solidifying its position in the AI market.
- Future Investment Challenges: While CoreWeave faces high debt risks due to necessary infrastructure investments, growth investors willing to take on some risk may consider buying shares around the upcoming earnings report on February 26, potentially reaping substantial rewards as the AI sector continues to expand.
See More
CoreWeave's Stock Surges 140% Post-IPO Amid AI Demand
- Significant Revenue Growth: CoreWeave has experienced triple-digit revenue growth for three consecutive quarters, indicating strong demand in the AI workload market and enhancing its market position, which has attracted numerous customers to rent its Nvidia GPUs.
- Strong Stock Performance: Since its IPO in late March, CoreWeave's stock surged over 300% in the following months, and although it has since pared some gains, it remains up nearly 140% from its debut, reflecting market confidence in its future growth.
- Close Partnership with Nvidia: Nvidia, a key investor in CoreWeave, has pledged to purchase any unused cloud capacity until April 2032, demonstrating Nvidia's trust in CoreWeave and its potential in the AI market.
- Infrastructure Investment Challenges: To meet the increasing demand for its services, CoreWeave must invest heavily in infrastructure, leading to rising debt levels; while this poses risks for cautious investors, it presents a compelling opportunity for growth-oriented investors willing to take on some risk.
See More
