Overview
- Evercore ISI lowered CoreWeave’s price target to $120 from $150 on Mar. 9 and maintained an Outperform after a deep dive into project-level margins.
- As of Mar. 13, Wall Street’s consensus stood at Moderate Buy across 32 ratings with an average 12‑month target of $122.35.
- On Mar. 10, CoreWeave launched Flexible Capacity Plans, adding Flex Reservations and Spot options to offer more dynamic access to GPU compute for AI workloads.
- CoreWeave announced a Mar. 4 partnership with Perplexity to run inference on CoreWeave Cloud and pilot new services across both organizations.
- For 2025, revenue rose 168% to $5.1 billion while net loss totaled $1.16 billion, and operations scaled to 850 MW across 43 data centers with 3.1 GW contracted by 2027; Yahoo Finance reported that Nvidia invested $2 billion to integrate CoreWeave’s software stack into its cloud architecture.