2026년 2월 21일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
CoreWeave (NASDAQ:CRWV) shares fell more than 7% in morning trading on Friday, following a "Hold" rating from Morgan Stanley (NYSE:MS) and the failure of Blue Owl Capital (NYSE:OWL) to secure financing for a planned deal.
The rating from Morgan Stanley cited concerns over CoreWeave's ability to meet ambitious growth targets amid operational delays. Analyst Keith Weiss set a price target of $99, implying about 10% upside from current levels.
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Investors have also raised questions about CoreWeave's capacity to deliver on customer commitments, highlighting recent legal complaints regarding service shortfalls.
CoreWeave is expected to report fourth-quarter fiscal 2025 results on Feb. 26. Analysts anticipate an adjusted loss per share of $0.50, compared with a $0.80 loss in the prior year, while revenue may reach $1.53 billion, up about 105% from a year ago but roughly 12.5% above the previous quarter.
Morgan Stanley said future rating improvements will depend on scaling power capacity beyond 850 megawatts, addressing data center delays, converting projects under construction into spending, and growing the backlog and customer base.
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