CRWVTechnology · Software - InfrastructureThe 38 Wall Street analysts covering CoreWeave, Inc. hold a median 12-month price target of $150 — +84.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 8 of 100 as at 19 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores CoreWeave, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (55): Reported profit is backed by cash, and the company is not expanding recklessly.
Issuance (4): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CRWV, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +84.4% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 24 Aug 2026 | Truist Securities | Maintains | Buy | $155 → $165 |
| 24 Aug 2026 | Truist Securities | Maintains | Buy | — |
| 21 Aug 2026 | Goldman Sachs | Maintains | Neutral | $121 → $139 |
| 21 Aug 2026 | Goldman Sachs | Maintains | Neutral | — |
| 14 Aug 2026 | Citigroup | Maintains | Buy | — |
| 14 Aug 2026 | Citigroup | Maintains | Buy | $142 → $159 |
| 13 Aug 2026 | Barclays | Maintains | Equal-Weight | $90 → $105 |
| 13 Aug 2026 | Barclays | Maintains | Equal-Weight | — |
| 12 Aug 2026 | Baird | Maintains | Outperform | $100 → $130 |
| 12 Aug 2026 | Baird | Maintains | Outperform | — |
| 12 Aug 2026 | Bernstein | Maintains | Underperform | $67 → $74 |
| 12 Aug 2026 | Bernstein | Maintains | Underperform | — |
| 12 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 12 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | $167 → $176 |
| 12 Aug 2026 | JP Morgan | Maintains | Neutral | — |
| 12 Aug 2026 | JP Morgan | Maintains | Neutral | $110 → $120 |
| 12 Aug 2026 | Macquarie | Maintains | Outperform | $130 |
| 12 Aug 2026 | Macquarie | Maintains | Outperform | — |
| 12 Aug 2026 | Mizuho | Maintains | Neutral | $100 → $115 |
| 12 Aug 2026 | Mizuho | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CRWV appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 18 Sept 2026, CoreWeave, Inc. returned −33.0% against +16.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 97% of US stocks
Cheaper than 22% of US stocks
Cheaper than 10% of US stocks
Cheaper than 12% of US stocks
Higher than 93% of US stocks
Higher than 85% of US stocks
Higher than 79% of US stocks
Higher than 30% of US stocks
Higher than 14% of US stocks
Higher than 23% of US stocks
Higher than 42% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
CoreWeave, Inc. has a market value of $44.6B and an enterprise value of $90.7B.
Revenue in the twelve months to 30 June 2026: $7.6B. The latest quarter grew 112.5% year on year.
Net income over the same four quarters: −$1.9B, a −25.4% net margin.
Diluted earnings per share, trailing twelve months: $−3.65.
Free cash flow in the twelve months to 30 June 2026: −$13.7B.
CoreWeave, Inc. spent $0.0 on dividends in the twelve months to 30 June 2026.
Trailing P/E: −29.4×; forward P/E: −41.5× — the forward figure prices analyst consensus estimates, not reported earnings.
CoreWeave, Inc. employs 2,189 people — $3.5M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own CoreWeave, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The article highlights Iren as an unexpected rival in the AI infrastructure space that could threaten CoreWeave's market position. Iren is taking a gradual approach to AI cloud expansion, using Bitcoin mining revenue to fund its growth.
Why it matters — A new competitor entering AI cloud infrastructure could add competitive pressure on CoreWeave in this emerging market.
Zacks Research examines whether CoreWeave can convert its $104.2 billion backlog and surging AI demand into sustained growth. The piece notes that while this backlog provides strong growth visibility, heavy capital expenditures, rising interest costs, and execution remain key challenges the company must overcome.
Why it matters — A CoreWeave watcher would care because the piece weighs its key growth driver—the large backlog—against the financial and operational risks that will determine whether the company can deliver sustained growth.
CoreWeave priced a private offering of $3.7 billion aggregate principal amount of its 2.875% convertible senior notes due 2033, an upsized amount from the previously announced $3.0 billion offering. The notes are scheduled to settle on September 22, 2026, subject to customary closing conditions.
Why it matters — CRWV watchers would follow this because the upsized convertible note offering signals substantial new debt financing activity for the company, affecting its capital structure and future dilution potential.
CoreWeave had a busy week that included deploying the first Vera Rubin AI cluster, signing a major data center lease, and completing a large capital raise. The company's shares are trending following these announcements.
Why it matters — These developments reflect CoreWeave's expanding AI infrastructure footprint and new financing, which are notable for those following the company's growth.
CoreWeave's stock fell more than 5% after the company announced an at-the-market share sale of up to 35 million shares and a convertible notes offering expected to generate gross proceeds of about $3 billion.
Why it matters — A CRWV watcher would care because these new capital-raising moves could increase share dilution and add to the company's debt load, contributing to the stock's decline.
The 38 Wall Street analysts covering CoreWeave, Inc. have a median 12-month price target of $150, with estimates ranging from $39 to $317. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 38 analysts covering CoreWeave, Inc., 26 rate it a Buy, 10 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks CoreWeave, Inc. 8 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, CoreWeave, Inc. ranks 8 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (55 of 100).
No one can know that. What the data says: the median 12-month target from 38 analysts implies +84.4% from the last close, and Ticker Nerd's factor model ranks CoreWeave, Inc. 8 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering CoreWeave, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CRWV are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $39 to $317 over the next 12 months.
CoreWeave, Inc. returned -33.0% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
CoreWeave Inc. Class A Common Stock represents ownership in CoreWeave, a cloud infrastructure technology company focused on delivering computing resources for artificial intelligence workloads.
The most recent item we track (The Motley Fool, 19 Sept 2026): "The Unexpected Rival Threatening to Shake Up CoreWeave's Market". The article highlights Iren as an unexpected rival in the AI infrastructure space that could threaten CoreWeave's market position. Iren is taking a gradual approach to AI cloud expansion, using Bitcoin mining revenue to fund its growth.
CoreWeave Inc. Class A Common Stock represents ownership in CoreWeave, a cloud infrastructure technology company focused on delivering computing resources for artificial intelligence workloads. The company provides GPU-accelerated and CPU-based infrastructure, storage, networking, and managed software services through its CoreWeave Cloud platform. Its offerings are designed to support AI model training and inference, as well as adjacent workloads such as machine learning, visual effects rendering, pixel streaming, and batch processing. CoreWeave also serves organizations that need specialized high-performance computing, including enterprises and AI developers building and operating demanding applications. Headquartered in Livingston, New Jersey, and founded in 2017, CoreWeave plays a growing role in the market for purpose-built AI cloud infrastructure and related developer tools.
CEO Mr. Michael N. Intrator · 2,189 employees · United States · https://www.coreweave.com
