CoreWeave Responds to Proxy Advisor Suggestions on the Proposed Acquisition of Core Scientific
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 22 2025
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Should l Buy CRWV?
Source: Newsfilter
CoreWeave's Position on Acquisition: CoreWeave disagrees with recommendations from ISS and Glass Lewis against its acquisition of Core Scientific, asserting that the transaction represents fair value and is in the best interest of Core Scientific stockholders.
Transaction Details: The all-stock acquisition agreement, announced on July 7, 2025, will allow Core Scientific stockholders to receive shares of CoreWeave common stock, with the transaction expected to close in Q4 2025 pending regulatory and stockholder approvals.
Risks of Standalone Operation: CoreWeave highlights the risks associated with Core Scientific operating independently, noting that the current stock price may not be sustainable and emphasizing that no other buyers have emerged since their initial approach.
Call to Action for Stockholders: CoreWeave urges Core Scientific stockholders to vote in favor of the proposed transaction using the WHITE proxy card, emphasizing the unanimous approval from both companies' boards.
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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: 78.440
Low
68.00
Averages
123.23
High
180.00
Current: 78.440
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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- Long-term Viability: The reduction in capital costs is viewed as a critical factor for CoreWeave's long-term viability, providing the company with greater financial flexibility to support future expansion and innovation.
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- Core Investment Changes: Coatue began reducing its position in CoreWeave, its largest holding, in Q3 and fully disposed of it in Q4, coinciding with a 50% drop in the company's stock price since October, indicating a cautious approach to risky investments.
- Optimistic Market Outlook: Applied Materials' management anticipates strong revenue acceleration over the next two years as customers expand physical capacity, with expected 25% earnings-per-share growth in 2027, making the stock appear relatively cheap at a forward P/E of just 30 times.
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