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Subhasree Kar

As CoreWeave Launches a VC Fund, Should You Buy, Sell, or Hold CRWV Stock Here?

CoreWeave (CRWV) just unveiled CoreWeave Ventures, a venture capital arm fueling artificial intelligence (AI) innovation with funding. The cloud infrastructure firm, known for its Nvidia (NVDA) GPU-powered services for AI workloads, aims to provide capital, access to its cloud platform, and go-to-market support. It already has nine portfolio companies and plans to expand further. The announcement sparked immediate market enthusiasm, driving CRWV stock up 7% in intraday trading on Sept. 9.

Meanwhile, Brannin McBee — CoreWeave’s co-founder and Chief Development Officer — stated that the aim of CoreWeave Ventures is to provide “audacious, like-minded founders” with the support needed to “drive technical advancements and bring to market the next class of innovation.” So, amid all the hype, is CoreWeave stock a buy, sell, or hold right now?

 

About CoreWeave Stock

Based in Livingston, New Jersey, CoreWeave was founded in 2017 and has transformed from its roots in cryptocurrency mining into a major player in GPU-optimized cloud services for AI training and inference. With a current market capitalization of $57 billion, the company’s influence in the sector continues to expand.

Since going public in March 2025, CRWV stock has drawn strong investor interest, fueled by surging AI demand and high-profile partnerships with industry giants like OpenAI, Microsoft (MSFT) and Nvidia.

However, CRWV stock has seen significant volatility since its debut. After going public at $40 per share, the stock surged to a peak of $187 on June 20 as retail investors sought AI alternatives beyond Nvidia. However, shares have since retreated. The stock has declined 25% over the past three months and 19% over the past month, driven by investors’ concerns over quarterly losses and the expiration of its IPO lock-up.

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CRWV stock currently trades at 15.6 times forward sales, which is a premium compared to its peers.

CoreWeave's Mixed Q2 Results

CoreWeave reported its second-quarter 2025 earnings on Aug. 12, showcasing strong execution amid booming AI demand. Revenue surged 207% year-over-year (YOY) to $1.2 billion, surpassing expectations, while its backlog reached $30.1 billion as of June 30, 2025.

However, rising costs weighed heavily on profitability, with the company posting a net loss of $290.5 million, or $0.60 per share, compared to a loss of $323 million, or $1.62 per share, in the same period last year. Adjusted net loss widened to $130.8 million, up sharply from $5.1 million a year ago.

On the positive side, adjusted EBITDA climbed to $753.2 million with a 62% margin, and adjusted operating income improved to $199.8 million with a 16% margin.

Confident in ongoing demand, management raised its full-year revenue outlook to $5.15 billion to $5.35 billion and guided for Q3 revenue of $1.26 billion to $1.30 billion. Still, despite robust topline growth and upbeat forecasts, shares fell as investors focused on the company’s mounting losses.

Analysts anticipate loss per share to increase 100% YOY to $2.52 in fiscal 2025, before improving by 45% to reach a loss of $1.38 in fiscal 2026.

What Do Analysts Expect for CoreWeave Stock?

On Aug. 27, Cantor Fitzgerald initiated coverage on CoreWeave with an “Overweight” rating and a $116 price target, citing strong AI market opportunities in LLM training and inference despite execution risks. H.C. Wainwright also recently upgraded CoreWeave to a “Buy” rating from “Neutral” with a $180 price target, calling it a leader in the neocloud space. The firm attributed recent stock weakness to lockup-related selling rather than fundamentals and highlighted the company’s raised 2025 revenue guidance.

However, on the other hand, MoffettNathanson maintained a “Neutral” rating while raising its price target to $65 from $56. The firm remains cautious, citing competitive pressures that could limit returns.

CoreWeave stock has a consensus “Moderate Buy" rating overall. Out of 23 analysts covering the tech stock, eight recommend a “Strong Buy,” 14 analysts stay cautious with a “Hold” rating, and one has a “Strong Sell” rating.

CRWV stock's average analyst price target of $127.52 indicates potential upside of 13% from current levels. Nevertheless, the Street-high target price of $200 suggests 77% potential upside ahead.

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On the date of publication, Subhasree Kar did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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