CoreWeave's stock price increased by 5.50% as it reached a 5-day high, despite the broader market decline with the Nasdaq-100 down 0.31% and the S&P 500 down 0.21%.
The company announced a reduction in its 2025 revenue and capital expenditure forecasts due to limitations in data center capacity, indicating vulnerabilities in its business model. This news has raised concerns among investors about CoreWeave's future performance, especially given its reliance on high-interest debt to purchase advanced AI chips from Nvidia. The ongoing legal investigation by Kessler Topaz Meltzer & Check LLP into potential violations of federal securities laws further complicates the company's outlook.
Despite these challenges, CoreWeave's stock has shown resilience, reflecting a potential sector rotation as investors seek opportunities in AI infrastructure amidst broader market weakness.
Wall Street analysts forecast CRWV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRWV is 123.23 USD with a low forecast of 68.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
Wall Street analysts forecast CRWV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRWV is 123.23 USD with a low forecast of 68.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 94.050
Low
68.00
Averages
123.23
High
180.00
Current: 94.050
Low
68.00
Averages
123.23
High
180.00
JPMorgan
Mark Murphy
Neutral
maintain
$110
2026-01-16
Reason
JPMorgan
Mark Murphy
Price Target
$110
AI Analysis
2026-01-16
maintain
Neutral
Reason
JPMorgan analyst Mark Murphy says recent meetings with CoreWeave management "underscored ongoing strength" in the company's demand environment as well as its expanding customer base and pipeline. Improved visibility is being driven by lengthening contract durations, the analyst tells investors in a research note. JPMorgan notes that CoreWeave spoke of a robust demand environment as AI-related compute capacity remains substantially constrained relative to customer propensity to purchase. The company said demand is "unsolvable" within AI currently, the firm adds. JPMorgan keeps a Neutral rating on CoreWeave with a $110 price target.
Truist
Hold
initiated
$84
2026-01-06
Reason
Truist
Price Target
$84
2026-01-06
initiated
Hold
Reason
Truist initiated coverage of CoreWeave (CRWV) with a Hold rating and $84 price target. CoreWeave holds a leadership position in providing purpose-built AI cloud infrastructure and has become a trusted provider to leading AI labs and hyperscalers, the analyst tells investors in a research note. The Nvidia (NVDA) partnership is vital as it ensures CoreWeave access to GPUs, providing a long-term revenue backstop, Truist says.
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DA Davidson
Gil Luria
Underperform
to
Neutral
upgrade
$36 -> $68
2026-01-05
Reason
DA Davidson
Gil Luria
Price Target
$36 -> $68
2026-01-05
upgrade
Underperform
to
Neutral
Reason
As previously reported, DA Davidson analyst Gil Luria upgraded CoreWeave to Neutral from Underperform with a price target of $68, up from $36. The firm was "reluctant," but upgrades shares as it believes that a successful $100B fundraise by OpenAI is "not a forgone conclusion," but serves as a potential positive catalyst for CoreWeave. If completed, such a raise would allow OpenAI to live up to all of its commitments in 2026, including to CoreWeave, and while the firm believes that "the equity in shares of CRWV may ultimately lose all its value since the entire value of the enterprise is owned by debt holders," it thinks a fundraise from OpenAI "would kick the can down the road for the inevitable reckoning."
Jefferies
Brent Thill
Buy
downgrade
$155 -> $120
2026-01-05
Reason
Jefferies
Brent Thill
Price Target
$155 -> $120
2026-01-05
downgrade
Buy
Reason
Jefferies analyst Brent Thill lowered the firm's price target on CoreWeave to $120 from $155 and keeps a Buy rating on the shares. The firm believes 2026 will be "another year of gradual AI monetization," but thinks more meaningful growth contribution and acceleration are needed to ease AI disintermediation fears, requiring more selectivity, the analyst tells investors in an outlook note on the software group. "While we remain confident that value will ultimately accrue to the software layer, investors may need to stay patient" with sector valuation back at historical average, the analyst added.
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.
