CoreWeave and Palantir: Investment Opportunities in AI Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12h ago
0mins
Source: NASDAQ.COM
- CoreWeave Revenue Surge: CoreWeave's revenue reached $3.56 billion in the first nine months of 2025, marking a 300% year-over-year increase, indicating robust demand for its AI data centers and sustainable growth potential, expected to drive performance in 2026.
- Significant Backlog: By the end of Q3 2025, CoreWeave's backlog soared to $55.6 billion, up from $15 billion a year earlier, showcasing its strong market position in AI infrastructure and securing future growth.
- Palantir Customer Growth: Palantir's customer count increased by 45% year-over-year, with its remaining deal value (RDV) rising 91% to $8.6 billion in Q3 2025, reflecting strong demand and acceptance of its generative AI platform, likely boosting future revenue.
- Optimistic Earnings Outlook: Palantir is projected to see a 40% increase in earnings in 2026, with its strong unit economics potentially supporting triple-digit earnings growth, justifying its high valuation of 172 times forward earnings amid strong market confidence.
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: 94.050
Low
68.00
Averages
123.23
High
180.00
Current: 94.050
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.
