CoreWeave's Strong Start to 2026 with 30% Stock Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Should l Buy CRWV?
Source: Fool
- Stock Performance: CoreWeave's stock has surged over 30% in 2026, indicating strong market demand and investor confidence, and if growth continues, it could lead to even larger gains ahead.
- Client Base: CoreWeave serves major tech clients like Meta, Microsoft, and OpenAI, who, despite building their own data centers, opt to rent CoreWeave's computing power to meet immediate demands efficiently.
- Revenue Growth: In Q3 2025, CoreWeave's revenue rose 134% year-over-year, with Wall Street projecting an 83% revenue growth for 2026, highlighting the robust demand and market potential for its computing services.
- Profitability Challenges: Despite rapid revenue growth, CoreWeave has yet to achieve profitability, and ongoing losses may impact investor confidence; whether it can turn a profit will be crucial for future stock performance.
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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: 96.040
Low
68.00
Averages
123.23
High
180.00
Current: 96.040
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's AI Infrastructure Demand Drives Growth
- Revenue Growth Outlook: CoreWeave is projected to see a 136% revenue spike to $12 billion in 2026, primarily driven by its robust backlog and increased AI spending, significantly enhancing the company's market valuation.
- Customer Base Expansion: Major contracts from clients like Meta, Microsoft, and OpenAI have propelled CoreWeave's revenue backlog to nearly quadruple, reaching $55.6 billion in Q3 2025, indicating strong demand in the AI infrastructure sector.
- Investment and Capacity Enhancement: Recently, CoreWeave secured a $2 billion investment from Nvidia, which will expedite the expansion of its data centers, aiming to increase its current 590 megawatts of capacity to over 1 gigawatt within the next 12 to 24 months, further solidifying its market position.
- Attractive Market Valuation: With a current sales multiple of just 10 times, investors buying CoreWeave stock now could see substantial returns by 2026, as its market cap is expected to rise from $50 billion to $120 billion based on future growth potential.
See More
Applied Digital Stock Volatility Analysis
- Stock Fluctuation: Applied Digital's stock gained 37% as of the last close, driven by a strong earnings report in January, but slumped over 8% in pre-market trading on Wednesday after Nvidia disclosed its exit from the stake, indicating volatility in market confidence.
- Investor Sentiment Improvement: Despite Nvidia's sale of a $177 million stake, retail sentiment on Stocktwits improved from 'extremely bearish' to 'bearish', suggesting a potential shift in market perception that could attract more investor interest in Applied Digital.
- Analyst Perspective: Roth Capital reiterated its 'Buy' rating with a $58 price target for Applied Digital, asserting that Nvidia's exit does not alter the fundamental business outlook, and may even present an attractive entry point for investors amid the stock's decline.
- Long-Term Lease Agreements: Applied Digital reported securing billions in long-term leases, including a $5 billion agreement with a U.S.-based hyperscaler for 200 MW at its Polaris Forge 2 campus, highlighting strong demand and growth potential in the market.
See More
CoreWeave's Strong Start to 2026 with 30% Stock Surge
- Stock Performance: CoreWeave's stock has surged over 30% in 2026, indicating strong market demand and investor confidence, and if growth continues, it could lead to even larger gains ahead.
- Client Base: CoreWeave serves major tech clients like Meta, Microsoft, and OpenAI, who, despite building their own data centers, opt to rent CoreWeave's computing power to meet immediate demands efficiently.
- Revenue Growth: In Q3 2025, CoreWeave's revenue rose 134% year-over-year, with Wall Street projecting an 83% revenue growth for 2026, highlighting the robust demand and market potential for its computing services.
- Profitability Challenges: Despite rapid revenue growth, CoreWeave has yet to achieve profitability, and ongoing losses may impact investor confidence; whether it can turn a profit will be crucial for future stock performance.
See More
Nvidia Exits Investment in Applied Digital
- Shareholding Changes: As of December 31, 2025, Nvidia sold its $177 million stake in Applied Digital, causing the company's stock to tumble nearly 8% in after-hours trading, reflecting market concerns about its future prospects.
- Investment History: Nvidia's initial investment of $160 million in Applied Digital in September 2024 aimed to bolster its AI infrastructure, but the recent exit indicates a waning confidence in the project's viability.
- Market Reaction: Over the past 24 hours, sentiment on Stocktwits regarding APLD has remained extremely bearish, with low message volumes indicating a lack of investor confidence in the tech sector, despite some urging to 'buy the dip'.
- Other Investment Dynamics: Nvidia's latest 13F filing reveals not only its exit from Applied Digital but also increased positions in Intel, Nokia, and Synopsys, while divesting from Arm Holdings and Recursion Pharmaceuticals, indicating a significant portfolio shift.
See More
CoreWeave Faces Class Action Lawsuit Notification
- Class Action Initiated: Kahn Swick & Foti has filed a class action lawsuit against CoreWeave, alleging that the company failed to disclose critical information between March 28, 2025, and December 15, 2025, resulting in investor losses, highlighting serious deficiencies in the company's transparency and compliance.
- Detailed Allegations: The lawsuit claims that CoreWeave overstated its ability to meet customer demand and materially underestimated the risks associated with reliance on a single third-party data center supplier, which could have a significant negative impact on the company's revenue, reflecting management's failures in risk assessment.
- Investor Action Deadline: Affected investors must apply to be lead plaintiffs by March 13, 2026, although serving as a lead plaintiff is not a prerequisite for recovery, providing an important legal avenue for investors to seek compensation for their losses.
- Law Firm Background: Kahn Swick & Foti is one of the nation's premier securities litigation law firms, ranked among the top ten nationally based on total settlement value over the past year, demonstrating its expertise and influence in handling corporate fraud cases.
See More
CoreWeave Faces Securities Fraud Class Action Lawsuit
- Lawsuit Background: CoreWeave, Inc. (NASDAQ: CRWV) is facing a class action lawsuit for securities fraud covering the period from March 28, 2025, to December 15, 2025, with investors required to file for lead plaintiff status by March 13, 2026, indicating significant legal risks that could impact stock performance.
- Key Allegations: The lawsuit alleges that CoreWeave overstated its ability to meet customer demand and understated its reliance on a single third-party data center, creating substantial operational and delivery risks, which may mislead investors regarding the company's future revenue expectations.
- Investor Actions: Affected investors are encouraged to contact Kessler Topaz Meltzer & Check, LLP for a free case evaluation, highlighting the potential financial liabilities the company faces due to these legal issues, which could undermine market confidence.
- Choice of Legal Representation: Investors may opt to become lead plaintiffs or remain absent, with the lead plaintiff representing all investors in the litigation, a process that could complicate investor decisions and influence the company's future legal strategies.
See More
CoreWeave's AI Infrastructure Demand Drives Growth
- Revenue Growth Outlook: CoreWeave is projected to see a 136% revenue spike to $12 billion in 2026, primarily driven by its robust backlog and increased AI spending, significantly enhancing the company's market valuation.
- Customer Base Expansion: Major contracts from clients like Meta, Microsoft, and OpenAI have propelled CoreWeave's revenue backlog to nearly quadruple, reaching $55.6 billion in Q3 2025, indicating strong demand in the AI infrastructure sector.
- Investment and Capacity Enhancement: Recently, CoreWeave secured a $2 billion investment from Nvidia, which will expedite the expansion of its data centers, aiming to increase its current 590 megawatts of capacity to over 1 gigawatt within the next 12 to 24 months, further solidifying its market position.
- Attractive Market Valuation: With a current sales multiple of just 10 times, investors buying CoreWeave stock now could see substantial returns by 2026, as its market cap is expected to rise from $50 billion to $120 billion based on future growth potential.
See More
Applied Digital Stock Volatility Analysis
- Stock Fluctuation: Applied Digital's stock gained 37% as of the last close, driven by a strong earnings report in January, but slumped over 8% in pre-market trading on Wednesday after Nvidia disclosed its exit from the stake, indicating volatility in market confidence.
- Investor Sentiment Improvement: Despite Nvidia's sale of a $177 million stake, retail sentiment on Stocktwits improved from 'extremely bearish' to 'bearish', suggesting a potential shift in market perception that could attract more investor interest in Applied Digital.
- Analyst Perspective: Roth Capital reiterated its 'Buy' rating with a $58 price target for Applied Digital, asserting that Nvidia's exit does not alter the fundamental business outlook, and may even present an attractive entry point for investors amid the stock's decline.
- Long-Term Lease Agreements: Applied Digital reported securing billions in long-term leases, including a $5 billion agreement with a U.S.-based hyperscaler for 200 MW at its Polaris Forge 2 campus, highlighting strong demand and growth potential in the market.
See More
CoreWeave's Strong Start to 2026 with 30% Stock Surge
- Stock Performance: CoreWeave's stock has surged over 30% in 2026, indicating strong market demand and investor confidence, and if growth continues, it could lead to even larger gains ahead.
- Client Base: CoreWeave serves major tech clients like Meta, Microsoft, and OpenAI, who, despite building their own data centers, opt to rent CoreWeave's computing power to meet immediate demands efficiently.
- Revenue Growth: In Q3 2025, CoreWeave's revenue rose 134% year-over-year, with Wall Street projecting an 83% revenue growth for 2026, highlighting the robust demand and market potential for its computing services.
- Profitability Challenges: Despite rapid revenue growth, CoreWeave has yet to achieve profitability, and ongoing losses may impact investor confidence; whether it can turn a profit will be crucial for future stock performance.
See More
Nvidia Exits Investment in Applied Digital
- Shareholding Changes: As of December 31, 2025, Nvidia sold its $177 million stake in Applied Digital, causing the company's stock to tumble nearly 8% in after-hours trading, reflecting market concerns about its future prospects.
- Investment History: Nvidia's initial investment of $160 million in Applied Digital in September 2024 aimed to bolster its AI infrastructure, but the recent exit indicates a waning confidence in the project's viability.
- Market Reaction: Over the past 24 hours, sentiment on Stocktwits regarding APLD has remained extremely bearish, with low message volumes indicating a lack of investor confidence in the tech sector, despite some urging to 'buy the dip'.
- Other Investment Dynamics: Nvidia's latest 13F filing reveals not only its exit from Applied Digital but also increased positions in Intel, Nokia, and Synopsys, while divesting from Arm Holdings and Recursion Pharmaceuticals, indicating a significant portfolio shift.
See More
CoreWeave Faces Class Action Lawsuit Notification
- Class Action Initiated: Kahn Swick & Foti has filed a class action lawsuit against CoreWeave, alleging that the company failed to disclose critical information between March 28, 2025, and December 15, 2025, resulting in investor losses, highlighting serious deficiencies in the company's transparency and compliance.
- Detailed Allegations: The lawsuit claims that CoreWeave overstated its ability to meet customer demand and materially underestimated the risks associated with reliance on a single third-party data center supplier, which could have a significant negative impact on the company's revenue, reflecting management's failures in risk assessment.
- Investor Action Deadline: Affected investors must apply to be lead plaintiffs by March 13, 2026, although serving as a lead plaintiff is not a prerequisite for recovery, providing an important legal avenue for investors to seek compensation for their losses.
- Law Firm Background: Kahn Swick & Foti is one of the nation's premier securities litigation law firms, ranked among the top ten nationally based on total settlement value over the past year, demonstrating its expertise and influence in handling corporate fraud cases.
See More
CoreWeave Faces Securities Fraud Class Action Lawsuit
- Lawsuit Background: CoreWeave, Inc. (NASDAQ: CRWV) is facing a class action lawsuit for securities fraud covering the period from March 28, 2025, to December 15, 2025, with investors required to file for lead plaintiff status by March 13, 2026, indicating significant legal risks that could impact stock performance.
- Key Allegations: The lawsuit alleges that CoreWeave overstated its ability to meet customer demand and understated its reliance on a single third-party data center, creating substantial operational and delivery risks, which may mislead investors regarding the company's future revenue expectations.
- Investor Actions: Affected investors are encouraged to contact Kessler Topaz Meltzer & Check, LLP for a free case evaluation, highlighting the potential financial liabilities the company faces due to these legal issues, which could undermine market confidence.
- Choice of Legal Representation: Investors may opt to become lead plaintiffs or remain absent, with the lead plaintiff representing all investors in the litigation, a process that could complicate investor decisions and influence the company's future legal strategies.
See More
