Analysts Adjust CoreWeave (CRWV) Outlook Amid Revenue Guidance Cut
CoreWeave faces mounting Wall Street skepticism as analysts slash price targets following a reduced 2025 revenue forecast. CEO Mike Intrator attributes the revision to a single data center provider delay, but the market reaction underscores broader concerns about infrastructure deployment timelines.
Loop Capital's Ananda Baruah maintains a Buy rating while cutting his target from $165 to $120, citing persistent "deployment lumpiness" through 2026. Wells Fargo's Michael Turrin similarly reduced his target from $170 to $150, preserving Optimism about long-term growth despite near-term headwinds.
The cloud infrastructure provider now projects 2025 revenue of $5.1 billion, down from $5.25 billion. This adjustment reflects growing pains in the AI infrastructure sector, where capacity constraints frequently collide with explosive demand.
