CoreWeave Emerges as a Leader in Cloud Computing
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy CRWV?
Source: Fool
- 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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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: 95.450
Low
68.00
Averages
123.23
High
180.00
Current: 95.450
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 Stock Declines Ahead of Uncertain Earnings Report
- Stock Decline: CoreWeave Inc. shares fell 2.92% to $94.30 in premarket trading on Friday, indicating a bearish sentiment ahead of the upcoming earnings report, which may dampen investor confidence.
- Insider Selling: CEO Michael Intrator disclosed the sale of 32,455 shares of Class A common stock worth approximately $7.72 million on February 11, raising concerns about internal signals and potentially affecting shareholder expectations for future performance.
- Technical Analysis: The stock is currently trading 3.3% below its 100-day simple moving average and 12.2% below its 200-day SMA, although it remains above its 20-day and 50-day SMAs, indicating some short-term resilience but an overall weak trend.
- Earnings Expectations: CoreWeave is set to report earnings on February 26, with a consensus estimate of a loss of 65 cents per share and revenue of $1.53 billion, while analysts have mixed views, maintaining a Buy rating with price targets ranging from $100 to $140.
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- Chip Buyback Proposal: AMD proposed to buy back its chips from Crusoe if the startup fails to attract customers like AI developers, providing financial security for Crusoe while enhancing AMD's competitive edge in the AI infrastructure market.
- Data Center Installation: Crusoe is installing AMD chips in an Ohio data center being built by Canadian developer 5C, which will further bolster AMD's presence in the emerging “neoclouds” market, catering to specialized cloud services for AI companies.
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- CoreWeave's Strong Performance: Since its IPO last March, CoreWeave's stock has surged over 120%, with a market cap of $51 billion, reflecting robust market demand and investor confidence.
- Flexible Business Model: By renting out Nvidia's top GPUs, CoreWeave offers customers on-demand services that meet their needs for speed and flexibility while reducing infrastructure costs.
- Infrastructure Expansion Challenge: Despite strong customer demand, CoreWeave's biggest challenge is building out infrastructure to meet this demand, which involves taking on debt; while this poses risks for cautious investors, it presents opportunities for aggressive ones.
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- Flexible Business Model: The company offers a rental service for Nvidia's top graphics processing units (GPUs), allowing customers to rent by the hour, which reduces the costs associated with building their own data centers, thereby enhancing customer experience and satisfaction.
- Infrastructure Expansion Challenges: Despite high customer demand, CoreWeave's main challenge lies in building sufficient infrastructure to meet this demand, which involves taking on debt risks that could impact its financial stability.
- Close Collaboration with Nvidia: CoreWeave's close relationship with Nvidia enables it to quickly provide customers with the latest AI systems, and Nvidia's investment in the company also instills confidence in CoreWeave's future growth prospects.
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- Stock Decline: CoreWeave Inc. shares fell 2.92% to $94.30 in premarket trading on Friday, indicating a bearish sentiment ahead of the upcoming earnings report, which may dampen investor confidence.
- Insider Selling: CEO Michael Intrator disclosed the sale of 32,455 shares of Class A common stock worth approximately $7.72 million on February 11, raising concerns about internal signals and potentially affecting shareholder expectations for future performance.
- Technical Analysis: The stock is currently trading 3.3% below its 100-day simple moving average and 12.2% below its 200-day SMA, although it remains above its 20-day and 50-day SMAs, indicating some short-term resilience but an overall weak trend.
- Earnings Expectations: CoreWeave is set to report earnings on February 26, with a consensus estimate of a loss of 65 cents per share and revenue of $1.53 billion, while analysts have mixed views, maintaining a Buy rating with price targets ranging from $100 to $140.
See More
AMD Guarantees $300 Million Loan for Crusoe Cloud Startup
- Loan Guarantee Agreement: AMD has agreed to guarantee a $300 million loan for cloud computing startup Crusoe, which will be backed by Goldman Sachs, allowing Crusoe to secure a loan interest rate of around 6%, significantly lower than market rates.
- Chip Buyback Proposal: AMD proposed to buy back its chips from Crusoe if the startup fails to attract customers like AI developers, providing financial security for Crusoe while enhancing AMD's competitive edge in the AI infrastructure market.
- Data Center Installation: Crusoe is installing AMD chips in an Ohio data center being built by Canadian developer 5C, which will further bolster AMD's presence in the emerging “neoclouds” market, catering to specialized cloud services for AI companies.
- Market Competition Strategy: AMD has recently expanded its collaboration with Tata Consultancy Services in India to roll out its latest AI data center design, aiming to capture market share in a rapidly growing sector, especially after posting a record $10.3 billion in revenue in Q4, a 34% year-over-year increase.
See More
AI Stocks Surge, CoreWeave Shows Promising Growth
- Market Potential: Analysts expect the AI market to reach trillions of dollars in the coming years, indicating that this trend is likely not just a short-term phenomenon but could provide long-term gains for investors.
- CoreWeave's Strong Performance: Since its IPO last March, CoreWeave's stock has surged over 120%, with a market cap of $51 billion, reflecting robust market demand and investor confidence.
- Flexible Business Model: By renting out Nvidia's top GPUs, CoreWeave offers customers on-demand services that meet their needs for speed and flexibility while reducing infrastructure costs.
- Infrastructure Expansion Challenge: Despite strong customer demand, CoreWeave's biggest challenge is building out infrastructure to meet this demand, which involves taking on debt; while this poses risks for cautious investors, it presents opportunities for aggressive ones.
See More
CoreWeave's Stock Surges Over 120% Since IPO Amid AI Demand
- Significant Revenue Growth: Since its IPO in March, CoreWeave has seen revenue soar over 120%, reflecting strong demand in the AI workload market, which has attracted a large customer base and further solidified its market position.
- Flexible Business Model: The company offers a rental service for Nvidia's top graphics processing units (GPUs), allowing customers to rent by the hour, which reduces the costs associated with building their own data centers, thereby enhancing customer experience and satisfaction.
- Infrastructure Expansion Challenges: Despite high customer demand, CoreWeave's main challenge lies in building sufficient infrastructure to meet this demand, which involves taking on debt risks that could impact its financial stability.
- Close Collaboration with Nvidia: CoreWeave's close relationship with Nvidia enables it to quickly provide customers with the latest AI systems, and Nvidia's investment in the company also instills confidence in CoreWeave's future growth prospects.
See More
Recent Updates on Nebius and Other AI Stocks
- Stock Performance Review: Nebius shares rose by 5.76% in after-market trading on February 12, 2026, indicating optimistic market sentiment towards its future developments, which may reflect investor confidence in the AI sector's prospects.
- Video Content Overview: The video discusses recent updates affecting Nebius and other AI stocks, providing in-depth analysis of market trends aimed at helping investors better understand the current investment landscape.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on the special offer link below, indicating the content creator's desire to enhance viewer engagement and expand the channel's influence and audience base.
- Market Focus: As the AI industry rapidly evolves, investor interest in related stocks continues to rise, with Nebius's performance potentially serving as a key indicator of the overall health of the sector.
See More
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- Investment Recommendation Absence: Despite Nebius (NASDAQ: NBIS) being in the spotlight among AI stocks, the analyst team explicitly states that the company is not included in the current top investment stock list, which may affect investor confidence.
- Market Performance Comparison: The Motley Fool Stock Advisor boasts an average return of 899%, significantly outperforming the S&P 500's 194%, indicating a preference for quality stocks, and Nebius's exclusion could limit its future performance.
- Historical Return Examples: The video highlights that Netflix and Nvidia previously yielded impressive returns of 420,595% and 1,152,356% respectively when recommended, underscoring the importance of selecting quality stocks, which Nebius fails to match.
- Investor Community Engagement: Motley Fool encourages investors to join its community for the latest investment advice and stock recommendations, and Nebius's omission may impact its reputation and visibility among investors.
See More
