CoreWeave and Applied Digital's Market Prospects
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Should l Buy CRWV?
Source: NASDAQ.COM
- Robust Contract Backlog: CoreWeave's backlog reached $66.8 billion at the end of 2025, indicating strong revenue visibility for the future, with projected revenue growth of 142.5% to $12.4 billion in 2026, highlighting its leadership in the AI cloud infrastructure market.
- Rapid Customer Growth: CoreWeave added nearly twice as many long-term customers in Q4 compared to its best previous quarters, with the number of customers spending over $1 million annually increasing by nearly 150% in 2025, which will further enhance its market competitiveness and revenue stability.
- Stable Revenue for Applied Digital: The 400-megawatt data center campus being developed by Applied Digital is expected to generate approximately $11 billion in lease revenue over 15 years, with the first 100 megawatts already operational, showcasing the revenue potential of its long-term contracts.
- Future Growth Potential: Despite facing capital expenditure risks of up to $35 billion, CoreWeave's strong revenue growth and stable pricing power position it for significant investment returns in the coming years, especially as AI demand continues to rise.
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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: 74.810
Low
68.00
Averages
123.23
High
180.00
Current: 74.810
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.
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Contrasting Perspectives: The narrative around AI fluctuates between optimism about its capabilities and a sense of impending doom regarding its consequences.
Rapid Shifts in Sentiment: Public perception of AI can change dramatically within short timeframes, reflecting both hope and anxiety.
See More
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Share Sale Announcement: Omnadora Capital LLC plans to sell 50,000 shares of its common stock on March 25, with an estimated market value of approximately $4.15 million.
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See More
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- Post-IPO Performance: CoreWeave's stock surged over 300% within months after its IPO, reflecting strong investor confidence in its pivotal role in the AI sector, although it has since slid about 50% from its peak.
- Strong Customer Demand: The company meets AI workload demands by investing heavily in Nvidia GPUs, achieving $5 billion in revenue over the past year, indicating sustained market demand for its services.
- Infrastructure Partnership: CoreWeave signed a deal with Meta Platforms to provide AI infrastructure; despite Meta's own capabilities, its vast needs drive it to seek additional compute power from CoreWeave, further validating the company's market value.
- Leverage Risks: Despite the optimistic business outlook, concerns over CoreWeave's high leverage and the sustainability of AI spending have led to diminished investor confidence in its stock, potentially impacting future capital investment decisions.
See More
CoreWeave's Stock Volatility Post-IPO
- Post-IPO Performance: After completing its IPO last year, CoreWeave's stock surged over 300% within months, reflecting strong market interest and potential in the artificial intelligence sector.
- Revenue Growth: Despite recent stock declines, CoreWeave generated $5 billion in revenue over the past year, indicating robust demand for its AI workload capacity, with quarterly revenue growth remaining in triple digits.
- Debt Concerns: Investors are worried about CoreWeave's high leverage, particularly as the AI stock market becomes more cautious, which could impact its future financing capabilities and operational stability.
- Market Misunderstanding: Although facing questions about the sustainability of AI spending, CoreWeave shows a proactive approach in infrastructure investment, and if the AI market continues to grow, it could lead to explosive revenue growth, potentially making it one of the most misunderstood AI companies of 2026.
See More
