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CoreWeave: Market Takes Away, Market Gives Back

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Update - Sept. 19, 2025

As predicted, CoreWeave has started recovering after the irrational sell off heading into the lock-up expiration. The stock is back to $125 now and Loop Capital just initiated the stock with a $165 price target based only on a 10x '27 EBITDA target of $12.8 billion. The firm forecasts '27 revenues of $17.9 billion. 

The stock is probably an easy ride back to prior highs with booming AI data center demand. 

Finviz Chart

Update - Aug. 27, 2025

CoreWeave has seen the momentum change with the Cantor buy rating and $116 price target. The lock-up expiration flush should be over. 

Finviz Chart

Original article posted on Aug. 15

  • CoreWeave, Inc.'s stock collapse post-acquisition and early lock-up creates a compelling buying opportunity below $100, flipping the original thesis.
  • The AI Cloud company reported strong Q2 results with 210% revenue growth, $1B+ quarterly sales, and a record of $30.1B backlog, showing massive demand and scalability.
  • Despite heavy capex and $11B of debt, CoreWeave has the large backlog and expanding customer based to handle the load.
  • CRWV stock is cheap, now trading below 3x '27 sales targets due to strong AI data center growth and an expanding software/services, positioning CoreWeave for outsized future gains.
Originally, CoreWeave, Inc. (NASDAQ:CRWV) looked like a great opportunity to unload an AI cloud company at a massive premium prior to the lock-up expiration following the IPO. Now, the stock has plunged after an acquisition pulled the stock lower headed into the early lock-up, yet rumors are swirling that bankers want to unload a lot of stock for clients. My investment thesis is ultra Bullish on the scenario flipping 180 degrees to where CoreWeave is a solid buy below $100.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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