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J.P. Morgan Downgrades CoreWeave (CRWV) Amid Supply-Chain Delays Despite Strong AI Demand

J.P. Morgan Downgrades CoreWeave (CRWV) Amid Supply-Chain Delays Despite Strong AI Demand

Author:

Global Cryptocurrency

Published:

2025-11-11 15:53:02

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BTCCSquare news:

J.P. Morgan analyst Mark R. Murphy downgraded CoreWeave (CRWV) from Overweight to Neutral, slashing the price target to $110 from $135 following mixed Q3 results. While revenue surged 133% year-over-year to $1.36 billion—beating estimates—supply-chain disruptions delayed key data center projects, prompting a trimmed 2025 revenue outlook of $5.1 billion.

The AI cloud provider’s order backlog nearly doubled to $56 billion, underscoring robust demand for AI infrastructure. New client wins, including CrowdStrike and Rakuten, highlight long-term growth potential. Yet near-term execution risks overshadow the bullish thesis as third-party construction bottlenecks push revenue recognition into future quarters.

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