CoreWeave: A Compelling Risk/Reward Opportunity Despite Capex Backlog
Source: SeekingAlpha
2026-03-24 23:18:27 ET
Back near the end of last year, I decided to upgrade CoreWeave, Inc. ( CRWV ) from a buy rating to a strong buy. While the stock plunged, the company experienced exceptional levels of demand. Furthermore, the long term growth prospects were still intact, and the valuation had contracted. Therefore, I viewed the stock's chance of outperformance as high. While the below chart shows what seems to be modest gains since the publication of that article, in reality CoreWeave is now almost 30% above levels seen back then. Today, I will provide an update to see if my bull thesis needs adjusting....
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CoreWeave: A Compelling Risk/Reward Opportunity Despite Capex Backlog
CoreWeave Inc.
NASDAQ: CRWV
CRWV Trading
2.73% G/L:
$82.24 Last:
20,958,230 Volume:
$75.76 Open:
CRWV Latest News
March 31, 2026 06:05:46 pm
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CRWV Stock Data
$47,394,978,566
357,393,320
7.41%
314
N/A
Software & IT Services
Technology
US
Livingston
