From Yahoo Finance: 2025-05-26 10:52:00

CoreWeave Inc. (NASDAQ: CRWV) has seen a remarkable one-month gain of 145% in May, bringing its year-to-date performance to around 160%. News-driven factors like Nvidia’s 7% stake and high-profile contracts, including a $4.0 billion expansion deal with OpenAI, have contributed to the rally. Concerns loom over balance sheet leverage and AI demand peaking. Short interest in CoreWeave shares has surged, indicating caution among investors. Some analysts have downgraded the stock and advised against scaling due to lower return on investment. The consensus 12-month median price target for CoreWeave is $67, implying a potential downside of around 35%. A key date for investors to watch is the lockup period expiry on September 24, 2025, which may increase trading volume and volatility. CoreWeave provides AI developers with cloud-based GPU infrastructure. Concerns persist about the sustainability of CoreWeave’s growth and the company’s balance sheet leverage. Analysts are cautious about the stock, with a consensus price target implying a potential downside.



Read more at Yahoo Finance: CoreWeave’s (CRWV) Ascent Implies That with Great Data Comes Great Responsibility