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CoreWeave: Market Takes Away, Market Gives Back

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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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