CoreWeave (CRWV) will release its fourth-quarter fiscal 2025 results after markets close today. The cloud infrastructure provider has seen sharp volatility amid recent AI fears. CoreWeave specializes in high-performance Nvidia (NVDA) GPUs (graphics processing units) for training large AI models and serves large clients like OpenAI and Meta (META) across more than 33 data centers.
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New trading tool for CRWV bullsExecution risk remains the prime concern for the neo-cloud provider. Investors will scrutinize management comments for signs of further delays in AI infrastructure buildouts. In Q3, summer weather halted progress at its Denton, Texas data center, forcing cuts to 2025 capex and revenue forecasts.
Expectations from CoreWeave
The Street expects CoreWeave to post an adjusted loss of $0.50 per share, significantly wider than $0.08 per share reported last year. Sales are forecast to surge about 105% year-over-year to $1.53 billion. However, compared to Q3FY25, the figure shows a modest rise of 12.5%.
Meanwhile, the company has guided for full-year 2025 sales of $5.05-5.15 billion and adjusted EBIT (earnings before interest and taxes) between $690 and $720 million.
Analysts’ Views Ahead of Results
Citizens JMP analyst Gregory Miller reiterated his Buy rating and $180 price target, implying 83.7% upside potential. He stated that CoreWeave leads in renting out powerful GPUs as a service (GPUaaS) and is well-placed to meet booming AI infrastructure needs, with multi-year deals and over $55.6 billion in revenue backlog. The market for GPU rentals is exploding due to faster Gen AI adoption and big cloud companies outsourcing more.
Risks like falling prices, customer concentration, and high debt persist. Still, CoreWeave’s top market position, clear future contracts, and growth potential makes CRWV a strong short- to medium-term AI infrastructure play.
Similarly, Roth Capital analyst Rohit Kulkarni maintained his Buy rating and $110 price target, suggesting 12.2% upside potential. He cited several catalysts ahead, such as Meta Platforms (META) and OpenAI’s expanding data centers, the rollout of Nvidia’s (NVDA) GB300 clusters, and prospective software or product announcements tied to Nvidia’s GTC event
Is CRWV Stock a Good Buy?
On TipRanks, CoreWeave has a Moderate Buy consensus rating based on nine Buys and eight Hold ratings. The average CoreWeave price target of $118.57 implies nearly 21% upside potential from current levels. Over the past year, CRWV shares have skyrocketed over 167%.
