CoreWeave is rated Buy with a fair value near $68, as a Texas moratorium on new data center permits is expected to delay revenue but not cancel contracts. The company has a strong backlog of $132.5 billion and generates about $11 million annually per megawatt, providing resilience. The Denton campus is largely unaffected by the permit freeze, and a one-year delay on 400 megawatts would cost roughly $1.4 billion in revenue. The main risk remains CoreWeave's high debt of $46.9 billion, with $10.6 billion due within 12 months and a negative free cash flow of $7.5 billion in Q3. The stock has recovered from a post-election low following third-quarter results.
CoreWeave's market capitalization stands at $33.52 billion as of Nov 12, 2026, 20:41 WIB, while its stock price on Pluang is $54.70, down 9.99% in the past day. Trading volume is notably high at 158,080,488 shares, with a majority of 64% of orders on Pluang being buys. This activity shows significant investor interest despite recent challenges mentioned in the news.
CoreWeave reported robust Q3 results with $3.66 billion in revenue, marking 168% year-over-year growth, and raised its full-year guidance. The company holds a $132.5 billion backlog and $9 billion in imminent prepayments, supported by $6.47 billion i...
CoreWeave, Inc. saw its stock rise 25% following better-than-expected Q3 2026 earnings and an optimistic revenue forecast for fiscal year 2026. Management highlighted disciplined capital use, relying on client pre-payments and partner financing, with...
CoreWeave, Inc. reported strong Q3 2026 results, surpassing both revenue and profitability expectations. The company accelerated backlog conversion and strengthened pricing power, leading management to raise full-year revenue and operating income gui...
CoreWeave reported a 168% year-over-year revenue increase, surpassing estimates and raising its 2026 forecast despite a recent 40% stock drop amid political concerns. CEO Mike Intrator stated the company is not worried about new political restriction...
CoreWeave reported a 168% revenue increase in Q3 and improved profitability with 67% gross margins, prompting Citizens to maintain a $180 price target, implying 270% upside from the last close. Demand for CoreWeave's infrastructure is soaring, with b...
