CoreWeave: Buy The Punished (Rating Upgrade)
Source: SeekingAlpha
2026-05-08 14:02:15 ET
We wrote on CoreWeave, Inc. ( CRWV ) heading into the Q1 print, and decided to downgrade the stock from a Buy, based on our belief that three things would happen in the print: backlog growth and revised up FY26 outlook, married to a hefty dollar price that investors won't like, or in other words, raised CapEx. We expected that any boost to the backlog and the FY26 guide of $12B-$13B would be accompanied by a higher CapEx revision for the current year from the previously guided $30B-$35B....
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CoreWeave: Buy The Punished (Rating Upgrade)
CoreWeave Inc.
NASDAQ: CRWV
CRWV Trading
-6.6% G/L:
$114.35 Last:
11,888,864 Volume:
$119.915 Open:
CRWV Latest News
CRWV Stock Data
$47,394,978,566
357,393,320
7.41%
314
N/A
Software & IT Services
Technology
US
Livingston
