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Investing.com - JMP Securities has reiterated its Market Perform rating on CoreWeave (NASDAQ:CRWV), a company currently valued at $71.4 billion, following the GPU cloud provider’s second-quarter 2025 earnings report. The stock has shown remarkable momentum, gaining nearly 35% in the past week alone, according to InvestingPro data.
The research firm noted that CoreWeave delivered stronger-than-consensus results and provided a positive revised outlook, with analysts forecasting 162% revenue growth for fiscal year 2025. The company’s strategy to shift balance sheet liabilities to other firms in exchange for high initial margins over 3-4 year terms has drawn attention, though InvestingPro analysis indicates the stock is currently trading above its Fair Value.
JMP acknowledged CoreWeave’s business model enables cloud and hyperscale companies to manage capital expenditure increases while accelerating time to market for their services.
Despite these positive developments, JMP expressed caution about GPU-as-a-Service providers’ ability to navigate declining average selling prices and increasing customer churn against rising real estate costs.
The firm maintained its Market Perform rating on CoreWeave shares, indicating it prefers to wait until investors gain better understanding of the company’s key performance indicators.
In other recent news, CoreWeave Inc. announced its financial results for the second quarter of 2025, showcasing a significant revenue increase. The company reported revenue of $1.2 billion, marking a 207% growth compared to the previous year. Despite this impressive revenue growth, CoreWeave faced a notable earnings miss, with earnings per share (EPS) recorded at -$0.6, which did not meet the forecasted -$0.2. This earnings report is among the latest developments for the company. The revenue surge highlights CoreWeave’s expanding business operations, although the earnings miss suggests challenges in profitability. The company’s recent performance is likely to be a topic of interest for investors and analysts alike.
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