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CoreWeave Shares Rise on PhysicsX Cloud Partnership as Lawsuits and Losses Keep Spotlight on Risks

Analyst views remain divided, reflecting rapid growth alongside steep losses.

Overview

  • - PhysicsX will run its Large Physics Models on CoreWeave’s GPU cloud to accelerate industrial design for sectors such as aerospace, automotive, and semiconductors.
  • - The stock gained 8.61% on the announcement, opening at $74.92 and remaining well below its 52-week high of $187.00.
  • - CoreWeave reported Q4 revenue of $1.57 billion, up 110% year over year, with a net loss of roughly $452 million and EPS of -$0.89 that missed estimates.
  • - For 2025, the company disclosed $5.1 billion in revenue, a $66.8 billion backlog, an operating loss of $46 million, and about $1.2 billion in interest expense.
  • - Multiple class actions are seeking lead plaintiffs by March 13, while 32-covering analysts are split with a consensus price target near $122.35.