CoreWeave Stock: AI-Driven Growth Sparks $170 Price Debate
CoreWeave (CRWV -4.99%), the AI-focused cloud infrastructure provider, has emerged as a lightning rod for market debate in 2025. Volatility persists as investors weigh breakneck revenue growth—Q2 sales surged to $1.21 billion from $395 million YoY—against the capital intensity of its NVIDIA-powered data center expansion. Analyst Michael Turrin's $170 price target hinges on constrained GPU supply meeting relentless AI demand.
The company's 62% adjusted EBITDA margin masks concentration risks, with a handful of enterprise clients driving most revenue. While CoreWeave's infrastructure remains critical for AI training workloads, the stock's valuation now demands scrutiny of execution risks in its capacity build-out.