COREWEAVE STOCK DROPS 16.7% FOLLOWING Q4 REPORT, PROJECTS CAPITAL EXPENDITURES TO DOUBLE TO $30 BILLION BY 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 27 2026
0mins
Should l Buy CRWV?
Source: moomoo
- Core Weave Shares Decline: Core Weave's shares fell by 16.7% following the release of their Q4 results.
- Future Expectations: Expectations are set for Capex to double by 2026, potentially reaching $30 billion.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CRWV?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 119.560
Low
68.00
Averages
123.23
High
180.00
Current: 119.560
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.
- Nvidia's Market Dominance: Nvidia (NVDA) achieved a remarkable 73% revenue growth in Q4 of fiscal 2026, with a projected 77% increase for Q1 of fiscal 2027, highlighting its strong performance amid surging demand for AI processing power, and with a forward P/E ratio of just 22.4, it stands out as an ideal investment choice.
- Broadcom's Custom AI Chips: Although Broadcom (AVGO) reported an overall growth of 29% in its latest fiscal quarter, its custom AI chips are expected to generate $100 billion in revenue by next year, with analysts forecasting an acceleration to 64% growth in fiscal 2026, showcasing its potential in the AI market.
- Nebius's Rapid Growth: Nebius Group (NBIS), closely partnered with Nvidia, anticipates reaching an annual revenue of $7 billion to $9 billion by the end of 2026, demonstrating its strong growth potential in AI cloud computing resources, which could significantly benefit shareholders if realized.
- CoreWeave's Significant Growth: CoreWeave (CRWV) is projected to see a 142% revenue increase this year and 86% next year, with sales expected to reach $23 billion by 2027, up from $5.1 billion over the past 12 months, further solidifying its status as a hypergrowth company.
See More
- Video Update: Today's video discusses recent updates affecting Nvidia and other AI stocks, providing an in-depth analysis of market trends to help investors seize opportunities.
- Market Prices: The stock prices mentioned in the video are based on post-market prices from April 2, 2026, reflecting ongoing investor interest and enthusiasm in the AI sector.
- Subscription Invitation: The video encourages viewers to subscribe for more related content, indicating the creator's desire to expand their audience base and enhance engagement.
- Special Offer: The special offer link mentioned in the video aims to attract viewer participation and improve the viewing experience, potentially fostering long-term growth for the channel.
See More
- Market Performance Analysis: As of April 2, 2026, Nvidia's stock price showed a lackluster performance in after-hours trading, failing to make the latest investment recommendations, indicating market caution regarding its future growth.
- Investment Recommendation Update: The Motley Fool's analyst team has identified 10 stocks for investors to consider, notably excluding Nvidia, which may influence investor decisions towards potentially higher-return alternatives.
- Historical Return Comparison: According to The Motley Fool, Nvidia's investment return reached $1,219,180 when recommended in 2005, while its total average return stands at 1,016%, significantly outperforming the S&P 500's 197%, highlighting its strong past performance.
- Investor Community Building: The Motley Fool encourages investors to join its community to share investment experiences and strategies, aiming to leverage collective wisdom to help individual investors make more informed decisions.
See More
- Financing Scale: CoreWeave announced a $1 billion offering of 9.750% senior notes due 2031, demonstrating the company's strong capital market capabilities and investor confidence.
- Use of Proceeds: The proceeds from this offering will be utilized for general corporate purposes, including repayment of outstanding debt and covering related expenses, aimed at optimizing financial structure and enhancing liquidity.
- Issuance Terms: The notes are priced at 102.000% of the principal amount and will be guaranteed on a senior unsecured basis by CoreWeave's wholly-owned subsidiaries, which bolsters investor confidence in the offering.
- Compliance: The notes are offered only to qualified institutional buyers under Rule 144A of the Securities Act, ensuring compliance and reducing legal risks associated with the offering.
See More
- Significant Investment Returns: An investment of $1,000 in Applied Digital shares has surged to over $5,500 in the past year, showcasing its strong growth potential, despite a 27% decline from its 52-week high this year.
- Robust Revenue Growth: In Q3 of fiscal 2026, Applied Digital reported a 139% year-over-year revenue increase to $126.6 million, with an adjusted profit of $0.09 per share, exceeding Wall Street expectations and indicating improving profitability.
- Long-Term Contract Security: The company has secured $16 billion in long-term lease contracts with clients like CoreWeave, and once it completes the construction of 600 MW of data centers, its annual revenue could easily surpass $1 billion, ensuring future revenue stability.
- Strong Market Demand: Applied Digital is constructing a 300 MW AI factory expected to begin operations by mid-2027, and with the surging demand for AI computing capacity, the company is likely to secure additional long-term lease contracts, further enhancing its revenue outlook.
See More











