H.C. Wainwright maintains Neutral rating on CoreWeave stock amid AI demand surge

Published 13/08/2025, 12:40
H.C. Wainwright maintains Neutral rating on CoreWeave stock amid AI demand surge

Investing.com - H.C. Wainwright has reiterated its Neutral rating on CoreWeave (NASDAQ:CRWV), a company currently valued at $71.4 billion, following the company’s second-quarter earnings report released Wednesday. According to InvestingPro data, the stock has shown significant volatility, with a remarkable 272% return over the past six months.

CoreWeave reported $1,213 million in sales for Q2 2025, representing a 23.5% increase from $982 million in the first quarter, driven by growing artificial intelligence demand across consumer and enterprise applications.

The company’s backlog grew to $30.1 billion, up 16% sequentially from $25.9 billion in March, bolstered by a $4 billion contract extension with OpenAI and a new agreement with an unnamed hyperscaler.

CoreWeave currently operates with 470 megawatts of power capacity and plans to reach 900 megawatts by year-end, with 2.2 gigawatts contracted, addressing potential power constraints that could limit industry growth.

H.C. Wainwright noted it is reevaluating its investment recommendation as CoreWeave shares retrace, but currently maintains its Neutral stance despite the company’s strong performance and growth trajectory. For deeper insights into CoreWeave’s financial health and growth prospects, access the comprehensive Pro Research Report available exclusively on InvestingPro, along with 16 additional ProTips and extensive financial metrics.

In other recent news, CoreWeave reported second-quarter revenue of $1.21 billion, surpassing both its guidance and consensus estimates. This marks a significant 207% increase from the previous year, with revenue coming in 12% above analyst expectations. Adjusted operating margins were reported at 16%, exceeding consensus forecasts by 170 basis points. Stifel raised its price target for CoreWeave to $120 from $115, while Wells Fargo increased its target to $105 from $60, both maintaining their respective Hold and Equal Weight ratings. Meanwhile, Morgan Stanley reiterated its Equalweight rating, highlighting CoreWeave’s strong position in the GPU build-out market. However, DA Davidson maintained its Underperform rating, citing concerns about deteriorating profitability and increased borrowing costs. Despite these concerns, large contracts with Microsoft and OpenAI have contributed to CoreWeave’s top-line growth. These developments provide investors with a range of perspectives on the company’s financial health and future prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.