CoreWeave Revises FY25 Revenue Forecast Down to $5.05B-$5.15B from Previous Estimate of $5.15B-$5.35B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Earnings Consensus: The consensus for the company's earnings is projected at $5.27 billion.
Q3 Earnings Call: Insights and comments were gathered from the Q3 earnings conference call.
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Analyst Views on CRWV
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
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 106.020
Low
68.00
Averages
123.23
High
180.00
Current: 106.020
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 Emerges as a Leader in Cloud Computing
- Market Leadership: CoreWeave, with a market cap of just $46 billion, is rapidly gaining traction in the AI application support cloud infrastructure sector, indicating its potential in the competitive cloud computing landscape.
- Surging Customer Demand: As of Q3 2025, CoreWeave's backlog exceeded $55 billion, a significant increase from $30 billion three months prior, reflecting strong customer preference for its AI-specific cloud offerings over those of larger hyperscalers.
- Financial Challenges and Investment: In the first nine months of 2025, CoreWeave booked nearly $3.6 billion in revenue, a 204% year-over-year increase, but operating expenses surged by 267%, highlighting the company's substantial investments in infrastructure to meet demand.
- Capital Structure Optimization: CoreWeave issued $2.2 billion in convertible notes at a low 1.75% interest rate to finance its operations, and despite facing $14 billion in debt, its low price-to-sales ratio and robust revenue growth suggest promising future growth potential.
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CoreWeave Faces Class Action Lawsuit Impacting Stock Price
- Class Action Filed: Pomerantz LLP has initiated a class action lawsuit against CoreWeave and certain executives in the Western District of Texas, representing investors who purchased CoreWeave securities between March 28 and December 15, 2025, seeking damages for violations of federal securities laws.
- Post-IPO Stock Volatility: CoreWeave successfully went public on March 28, 2025, raising $1.5 billion by selling 37.5 million shares, but saw its stock price drop 6.33% to $131.06 on October 30, 2025, after the merger agreement was not approved, raising concerns about its growth prospects.
- Revenue Guidance Downgrade: During the Q3 2025 earnings call, CoreWeave lowered its revenue guidance for 2025 due to delays from a third-party data center developer, indicating significant challenges in its infrastructure that could impact future revenue.
- Data Center Delay Impact: On December 15, the Wall Street Journal reported that data center delivery issues were more severe than previously acknowledged by CoreWeave, leading to a further stock price decline of 3.39% to $69.50, highlighting risks in meeting customer demand.
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