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Street View: CoreWeave vulnerable in highly volatile economy

ReutersAug 13, 2025 8:33 AM

** CoreWeave CRWV.O topped quarterly revenue estimates as rapid adoption of AI tools boosted demand for its cloud services, but bigger-than-expected net loss sent shares slumping after bell

** CRWV falls 10.2% premarket

A RISKY BET?

** J.P.Morgan ("overweight"; PT: $135) says stock could swing wildly, making it risky

** Adds co may be more vulnerable in highly volatile economy; current pricing suggests market already leaning toward "glass-half-empty" outlook

** D.A.Davidson ("underperform"; PT: $36) says co not generating enough profit currently to pay off debt, equity holders

** Notes co will likely need to add $10 bln more in debt during rest of 2025 to support data centre expansion plans

** MoffettNathanson ("neutral"; PT: $56) says signals point to continued rapid growth; stock price embeds high expectations

** Adds co needs to show commensurate bookings, growth trends

** Barclays ("equal weight"; PT: $140) says near-term focus will centre on Thursday's lock-up, nearer-term developments related to proposed Core Scientific CORZ.O merger

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