CoreWeave Bulls Should Brace For 'Wild, Lumpy, Volatile Ride,' JPMorgan Says

Benzinga_recent_news11-11

CoreWeave Inc. (NASDAQ:CRWV) is still one of the brightest stars in the AI infrastructure galaxy — but JPMorgan says the flight path just got turbulent. Analyst Mark R. Murphy trimmed his rating to ...

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(NASDAQ:CRWV) is still one of the brightest stars in the AI infrastructure galaxy — but JPMorgan says the flight path just got turbulent. Analyst Mark R. 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(NASDAQ:CRWV) is still one of the brightest stars in the AI infrastructure galaxy — but JPMorgan says the flight path just got turbulent. Analyst Mark R. Murphy trimmed his rating to Neutral with a $110 price target (from $135), warning that while CoreWeave's long-term opportunity remains \"tremendous,\" investors should brace for what he calls a \"wild, lumpy, volatile ride.\"\nThe downgrade follows an eventful third quarter, during which backlog nearly doubled to a record $56 billion, even as supply chain snags began to ripple through its data center expansion plans.\nRead Also: CoreWeave Turns $50 Million Convertible Notes Into $12.5 Billion AI Jackpot For This Hedge Fund\nMurphy says the biggest speed bump came from a single third-party data center developer that fell behind schedule — delaying construction and forcing CoreWeave to shift revenue from the fourth quarter into the first. That hiccup prompted management to cut FY25 revenue guidance by $150 million and lower CapEx by $8.5 billion.\nHe calls this \"a capacity-constrained quarter,\" underscoring that even CoreWeave — once seen as the AI cloud upstart immune to big-tech bottlenecks — is now feeling the same global squeeze on power and compute infrastructure.\nStill, the company's momentum remains impressive: revenue grew 134% year over year, operating income came in $40 million ahead of estimates, and new customers like Crowdstrike Holdings Inc (NASDAQ:CRWD), Rakuten Group Inc (OTCPK:RKUNY), Poolside AI, Jasper Therapeutics Inc (NASDAQ:JSPR), and NASA joined the client list. \nSovereign demand is also taking shape through CoreWeave Federal, serving agencies like NASA's Jet Propulsion Lab and the UK government.\nDespite the near-term turbulence, JPMorgan remains fundamentally constructive. Murphy expects CoreWeave's revenue to grow 166% in FY25 and forecasts CapEx in 2026 to more than double — signaling confidence in demand for AI compute capacity.\nBut investors may need patience. \"We continue to view CoreWeave as a tremendous long-term opportunity,\" Murphy writes, \"yet the stock's path will likely remain a wild, lumpy, volatile ride requiring a higher risk tolerance than most investors possess.\"\nIn short: CoreWeave's backlog shows AI demand remains strong — delivery timing is what's shifting.\nRead Next: \nPhoto: JackPress / Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2582536224","isCrawlerRequest":true}