CoreWeave's stock has fallen nearly 46% from its recent high despite reporting record revenue growth of 112% year-over-year and a strong adjusted EBITDA margin of 59%. The company, a GPU cloud provider for major AI clients, faces concerns over high cash burn, rising interest expenses, and heavy capital expenditures, which have pressured its stock price. However, Rosenblatt Securities analyst John McPeake projects a 200% upside based on CoreWeave's $100 billion backlog, contractual protections against GPU resale, and superior technology efficiency. The stock currently trades at $82.98 with a consensus target of $144.46, implying 74% upside, but the high target of $250 depends on improved operating margins and financing conditions. Investors should weigh the high growth potential against financial risks and leverage.
CoreWeave's stock is trading at USD 83.67 on Pluang, showing a modest gain of 0.83% in the last day. As of Sep 15, 2026 19:01 WIB, the stock remains well below its 52-week high of USD 143.08, reflecting ongoing market caution despite the company's growth narrative.
CoreWeave carries $35.6 billion in debt and has negative free cash flow, but strong demand for its AI computing capacity and pricing power justify continued investment. The company reported a 46% increase in revenue backlog to $104 billion and 112.3%...
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CoreWeave, a company renting AI computing power, reported Q2 2026 revenue of $2.58 billion, up 112% year-over-year, with a backlog of $104 billion including major contracts from Meta and others. Despite a high debt-to-equity ratio of 8.94 and rising ...
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