Is It Too Late To Consider CoreWeave (CRWV) After The Recent AI Infrastructure Buzz?

Simply Wall St.01-13

If you are wondering whether CoreWeave’s share price still offers value after the recent buzz, this article walks through what the current numbers actually say about the stock. CoreWeave last closed ...

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CoreWeave last closed ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-crwv/coreweave/news/is-it-too-late-to-consider-coreweave-crwv-after-the-recent-a\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late To Consider CoreWeave (CRWV) After The Recent AI Infrastructure Buzz?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late To Consider CoreWeave (CRWV) After The Recent AI Infrastructure Buzz?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-crwv/coreweave/news/is-it-too-late-to-consider-coreweave-crwv-after-the-recent-a><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether CoreWeave’s share price still offers value after the recent buzz, this article walks through what the current numbers actually say about the stock. CoreWeave last closed ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-crwv/coreweave/news/is-it-too-late-to-consider-coreweave-crwv-after-the-recent-a\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CRWV","symbol_name":"CoreWeave, Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-crwv/coreweave/news/is-it-too-late-to-consider-coreweave-crwv-after-the-recent-a","article_id":"2603085635","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8030001-choice2-main-header/1585186766184"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-crwv/coreweave/news/is-it-too-late-to-consider-coreweave-crwv-after-the-recent-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603085635","pubTimestamp":1768270982,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether CoreWeave’s share price still offers value after the recent buzz, this article walks through what the current numbers actually say about the stock.\nCoreWeave last closed at US$89.93, with returns of 17.0% over 7 days, 14.4% over 30 days and 13.4% year to date. This has understandably caught a lot of investors’ attention around both opportunity and risk.\nRecent coverage has focused on CoreWeave’s role in the AI infrastructure space and its growing visibility among...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"CRWV":"CoreWeave, Inc.","BK4116":"互联网服务与基础架构"},"translate_title":"在最近的人工智能基础设施热潮之后，现在考虑CoreWeave(CRWV)是否为时已晚？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRWV":1.98},"content_text":"If you are wondering whether CoreWeave’s share price still offers value after the recent buzz, this article walks through what the current numbers actually say about the stock. CoreWeave last closed at US$89.93, with returns of 17.0% over 7 days, 14.4% over 30 days and 13.4% year to date. This has understandably caught a lot of investors’ attention around both opportunity and risk. Recent coverage has focused on CoreWeave’s role in the AI infrastructure space and its growing visibility among large cloud and enterprise customers. This has given investors more information to weigh against the recent share price moves. These developments help frame the question of whether the current price fairly reflects expectations around the company’s position in the broader GPU and high performance computing market. On our checks, CoreWeave currently has a valuation score of 2 out of 6. This means it screens as undervalued on 2 of 6 measures. Next, we will look at the main valuation approaches behind that score before finishing with a different way to think about what the market might be pricing in.  CoreWeave scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. AdvertisementApproach 1: CoreWeave Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model estimates what a business could be worth by projecting its future cash flows and then discounting those back to today’s value. It is essentially asking what tomorrow’s cash is worth in your hands right now. For CoreWeave, the model used is a 2 Stage Free Cash Flow to Equity approach, based on cash flow projections in US$. The latest twelve month free cash flow is a loss of about US$12,020.81 million, and analyst inputs plus Simply Wall St extrapolations point to free cash flow of US$1,203 million by 2030. The path between today and that point includes several years of projected negative free cash flow before moving into positive territory. When all these projected cash flows are discounted back to today, the model arrives at an estimated intrinsic value of US$32.89 per share. Compared with the recent share price of US$89.93, the DCF output suggests the stock is very expensive relative to these cash flow assumptions, with an implied overvaluation of about 173.4%. Result: OVERVALUED Our Discounted Cash Flow (DCF) analysis suggests CoreWeave may be overvalued by 173.4%. Discover 881 undervalued stocks or create your own screener to find better value opportunities. CRWV Discounted Cash Flow as at Jan 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for CoreWeave. Approach 2: CoreWeave Price vs Sales (P/S) For companies where earnings are not yet a useful guide, revenue based metrics like the P/S ratio are often a practical way to think about what you are paying for each dollar of sales. The higher the growth expectations and the lower the perceived risk, the more investors are usually willing to pay in terms of a higher P/S multiple. CoreWeave currently trades on a P/S ratio of 10.41x. This compares with an IT industry average P/S of about 2.34x and a peer group average of 26.10x, so the stock sits between its broad sector and its closer, often faster growing peers. Simply Wall St’s Fair Ratio for CoreWeave is 25.78x. This is a proprietary estimate of what a reasonable P/S multiple might be, given factors such as the company’s growth profile, profit margin, industry, market cap and specific risks. Because it blends these company level inputs, the Fair Ratio can be a more tailored reference point than a simple comparison with industry or peer averages alone. Comparing the Fair Ratio of 25.78x with the current 10.41x indicates that the shares are trading well below that tailored reference multiple. Result: UNDERVALUED NasdaqGS:CRWV P/S Ratio as at Jan 2026 P/S ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1445 companies where insiders are betting big on explosive growth. Upgrade Your Decision Making: Choose your CoreWeave Narrative Earlier we mentioned that there is an even better way to understand valuation, so let us introduce you to Narratives, which are simply your story about a company linked directly to the numbers you think are reasonable for its fair value, future revenue, earnings and margins. A Narrative connects three things in one place: what you believe is happening with the business, the financial forecast that fits that story, and the fair value that falls out of those assumptions. On Simply Wall St, Narratives are built into the Community page and are designed to be quick to set up, easy to compare and available for you to revisit as your view evolves. Once you have a CoreWeave Narrative, you can compare your Fair Value with the current share price to help decide whether the stock belongs on your watchlist, whether to wait, or whether it fits your own criteria to buy or sell. The Narrative will automatically refresh when new information such as earnings or major news is added to the platform. For example, one CoreWeave Narrative might assume a relatively cautious revenue outlook and arrive at a much lower fair value than another Narrative that expects stronger revenue, wider margins and therefore a higher fair value. This shows how different investors can look at the same stock in very different ways. Do you think there's more to the story for CoreWeave? Head over to our Community to see what others are saying! NasdaqGS:CRWV 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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