CoreWeave, Inc. (NASDAQ: CRWV) — the Nvidia‑backed AI cloud infrastructure provider that went public in March — is back in the spotlight today as its stock continues to slide despite eye‑popping growth and a pipeline full of multi‑billion‑dollar AI deals.
As of late morning trading on Friday, Nov. 14, CRWV was changing hands around $77.49, down from a previous close of $78.34 and well below its 52‑week high of $187.00. That puts CoreWeave roughly 60% beneath its peak and values the company at about $36.9 billion. [1]
Pre‑market, shares traded even lower at about $75.90, adding to an 8% drop on Thursday, according to TipRanks. [2]
At the same time, CoreWeave is reporting triple‑digit revenue growth, a backlog above $55 billion, and new partnerships stretching from OpenAI and Meta to VAST Data and major cloud providers. So why is the stock falling — and what’s new today?
Here’s a rundown of all the major CoreWeave (CRWV) news and analysis hitting on November 14, 2025, plus the key context from earlier this week.
CoreWeave stock today: CRWV under heavy pressure
Multiple outlets this morning are focused on CoreWeave’s ongoing sell‑off and the debate over whether the stock is now cheap, still expensive, or just plain risky.
- 24/7 Wall St. notes that CoreWeave’s stock has fallen about 26% since its Q3 earnings report and is now roughly 60% below its 52‑week high, even after years of massive AI‑driven gains. [3]
- The Motley Fool, in a piece syndicated via Finviz titled “CoreWeave Stock Has Lost More Than a Third of Its Value in 3 Months. Time to Buy?”, highlights that CRWV has dropped over one‑third in just three months, despite its business growing at a blistering pace. [4]
- Simply Wall St points out that while the stock is still up about 96% year‑to‑date, it has plunged 26.7% in the last week and 41.6% over the past month, underlining just how volatile the name has become. [5]
- TipRanks reports that CoreWeave, Nebius and IREN — three of the high‑profile “neocloud” AI infrastructure stocks — are all trading lower today as investors digest earnings, guidance cuts and data‑center build‑out delays across the group. [6]
According to Google Finance, CoreWeave now trades in a 52‑week range of $33.52–$187.00, with average daily volume near 27.5 million shares — a sign of how central the stock has become to the AI trade. [7]
Q3 2025 recap: huge growth, but a guidance reset spooks Wall Street
Much of today’s coverage is still reacting to CoreWeave’s Q3 2025 earnings, released on November 10. The numbers were, on the surface, spectacular:
- Revenue: about $1.36 billion, up ~134% year over year and ahead of roughly $1.3 billion consensus expectations. [8]
- Net loss: narrowed to roughly $110 million (around –$0.22 per share), better than the roughly –$0.51 per share loss analysts had expected. [9]
- Adjusted EBITDA: about $838 million, beating forecasts and reflecting strong underlying demand. [10]
- Backlog: revenue backlog swelled to roughly $55.6 billion, about double the prior quarter, driven by giant multi‑year AI infrastructure commitments. [11]
CoreWeave also used the quarter to flex its strategic muscle:
- It became the first AI cloud to deploy Nvidia’s next‑gen GB300 NVL72 systems, cementing its reputation as an early adopter of cutting‑edge GPUs. [12]
- It signed a multi‑year AI infrastructure deal worth around $14 billion with Meta and expanded its OpenAI partnership to about $22 billion in total commitments. [13]
So far, so bullish. The problem, and the catalyst for the current slide, lies in the outlook.
The 2025 guidance cut
Across 24/7 Wall St., The Motley Fool, Parameter and TipRanks, there’s near‑unanimous agreement on the turning point: CoreWeave cut its 2025 revenue guidance.
- Management now expects 2025 revenue of roughly $5.05–$5.15 billion, down from a prior range that stretched as high as about $5.35 billion. [14]
- The company also trimmed planned capital expenditures by about $8.5 billion, reflecting slower‑than‑expected progress on some new data center builds. [15]
Crucially, the company stresses this is not a demand problem:
- The downgrade stems mainly from delays at a major third‑party data‑center “powered shell” provider, which is pushing some revenue and capacity into 2026. [16]
- CoreWeave says the impacted contract has been extended to preserve the total value, but revenue recognition will shift. [17]
Even with the hiccup, the build‑out is enormous. Parameter notes that CoreWeave is working on around 32 data centers, with active power of about 590 MW and contracted power of 2.9 GW. [18]
The catch: margins and financing costs are under pressure. Adjusted operating margin slipped from about 21% a year ago to 16% in Q3, while interest expense roughly tripled to $311 million, underscoring how debt‑heavy the expansion has become. [19]
New financing and expansion moves this week
Alongside earnings fallout, CoreWeave has kept announcing new strategic and financing initiatives — many of which arrived just in the last few days.
$2.5 billion revolving credit facility
On November 12, DataCenterDynamics reported that CoreWeave expanded its revolving credit facility to $2.5 billion, up from $1.5 billion previously. The maturity was extended from May 2028 to November 2029, giving the company more runway to fund its aggressive build‑out of AI data centers. [20]
A separate regional report in ROI‑NJ echoed those details, noting that the debt is aimed squarely at supporting continued AI infrastructure growth. [21]
$1.17 billion VAST Data AI storage deal
Last week, Reuters revealed a $1.17 billion multi‑year agreement between CoreWeave and VAST Data, an AI storage startup also backed by Nvidia. Under the deal, VAST becomes CoreWeave’s primary data platform for its GPU‑powered cloud, helping customers store and process the massive datasets needed for training and running AI models. [22]
The contract, which typically spans three to five years, deepens a pre‑existing partnership and underscores just how much capital is flooding into AI infrastructure — not only GPUs, but also the storage and networking layers that feed them. [23]
Zero‑egress migration program to lure workloads
On November 13, CoreWeave announced a “zero egress migration” program, effectively waiving data‑egress charges for customers moving AI workloads into its cloud. [24]
According to CoreWeave’s own site and syndicated company‑news coverage, the initiative is designed to:
- Remove one of the biggest financial pain points of leaving a hyperscaler cloud.
- Save some customers more than $1 million on typical large‑scale data migrations. [25]
It’s a clear shot at incumbents like AWS, Microsoft Azure and Google Cloud, whose egress fees have long been criticized as “data gravity” that locks customers in.
How Wall Street is reacting today
Today’s commentary paints a picture of sharp disagreement about CRWV’s risk‑reward profile after the sell‑off.
24/7 Wall St.: “First reality check” for AI infrastructure
24/7 Wall St. calls CoreWeave’s revised guidance one of the first “major reality checks” for the hyped‑up AI infrastructure trade. The outlet notes: [26]
- Even after the drop, CoreWeave trades at around 9x forward sales, a rich multiple for a still‑unprofitable business.
- Margin erosion and rising capex raise questions about how long CoreWeave can keep scaling at this pace without more financial strain.
- Delays at power‑constrained data centers highlight vulnerabilities that could affect other AI cloud players as grid, energy and construction bottlenecks pile up.
Their takeaway: strong fundamentals, but still not obviously cheap, and investors may want to wait for more clarity.
The Motley Fool: stretched valuation vs. cyclical AI spending
The Motley Fool’s piece this morning uses CoreWeave as a textbook example of why valuation matters, even in a high‑growth story: [27]
- The author flags CoreWeave’s market cap (recently around the low‑$40 billions before today’s move) and a double‑digit price‑to‑sales ratio, despite ongoing GAAP losses.
- They warn that hyperscaler AI capex is likely cyclical — meaning the current explosive spending may be followed by pullbacks once mega‑projects are built.
- The article concludes that, in the author’s view, the recent dip still doesn’t make CRWV a buy, given how much future perfection is already priced in.
Other Motley Fool pieces out today — including one highlighting a “little‑known AI stock” up over 300% in 2025 and expected to stay strong into 2026 — also position CoreWeave as a poster child for the AI cloud boom, even as they argue that risk is rising. [28]
Parameter: J.P. Morgan downgrade and 100% implied upside
A detailed breakdown on Parameter.io focuses on why Wall Street has turned more cautious despite the beat: [29]
- J.P. Morgan downgraded CoreWeave from Overweight to Neutral and cut its price target from $135 to $110, citing supply‑chain and construction delays.
- The firm notes that CRWV has fallen roughly 60% from its 52‑week high to trade around the high‑$70s.
- CoreWeave’s adjusted operating margin is slipping, and interest costs are climbing, even as the company pushes ahead with 32 data centers and nearly 3 GW of contracted power.
- Still, Wall Street’s overall stance remains “Moderate Buy”, with Parameter citing a consensus price target near $148 — roughly 100% upside from current levels.
In other words, the street sees execution risk but still believes CoreWeave could be worth significantly more if it can deliver on its backlog.
TipRanks & The Verge: “Heart of the AI bubble”?
TipRanks groups CoreWeave together with fellow “neocloud” names Nebius and IREN as part of a broader AI infrastructure sell‑off. The site notes that analysts have been cutting CRWV price targets after the guidance cut and the company’s decision to reduce capex by $8.5 billion. [30]
TipRanks also points out that a recent feature in The Verge described CoreWeave as being at the very center of today’s AI boom — with one headline characterizing it as the “heart of the AI bubble.” [31]
That kind of language has clearly filtered into investor psychology: CoreWeave has become a symbol of AI exuberance, and any hint of slowing growth or logistical hiccups is triggering outsized reactions in the share price.
Zacks & Seeking Alpha: some see a buying opportunity
Balancing out the caution, there are more constructive views:
- Zacks includes CoreWeave among its “Investment Ideas” today, listing CRWV alongside names like Astera Labs, Nebius, Eli Lilly, Nvidia and the Russell 2000 ETF (IWM). [32]
- A Seeking Alpha contributor (yesterday) published an article titled “CoreWeave: 3 Strong Reasons To Buy The Pullback,” arguing that the 16% plunge after earnings and 134% year‑over‑year revenue growth could make the recent dip attractive for long‑term investors. [33]
Details of those bullish arguments vary, but most hinge on the same pillars: explosive demand, a massive backlog, and deep partnerships with top‑tier AI clients.
What investors and observers are debating right now
Beyond analyst notes, social and retail sentiment on CoreWeave is running hot.
A roundup on QuiverQuant of discussions on X (formerly Twitter) highlights two big themes: [34]
- Bullish camp: Users emphasize CoreWeave’s multi‑billion‑dollar deals with OpenAI and Meta, calling them game‑changers that could entrench the company as a core AI cloud provider for years.
- Bearish camp: Others are fixated on high debt levels and rising interest costs, plus the data‑center delays that contributed to an 8% post‑earnings slide. Some see the drop as a buyable dip; others call it a warning sign.
Meanwhile, CoreWeave and its CEO Michael Intrator continue to feature prominently on TV and in financial podcasts, with high‑profile commentators questioning whether the company’s rapid rise — and now rapid correction — is a preview of how the wider AI infrastructure trade might behave if growth expectations cool. [35]
Big picture: what CoreWeave is building
Stripping away the day‑to‑day price swings, CoreWeave is trying to build something enormous:
- An AI‑specialized cloud platform that rents out massive GPU clusters to AI developers, enterprises and labs, including OpenAI, Meta, IBM and other heavyweight customers. [36]
- A global data‑center footprint across the U.S. and Europe, including a planned $6 billion facility in Lancaster, Pennsylvania and a multi‑billion‑pound build‑out in the U.K. [37]
- Close alignment with Nvidia’s roadmap, including being first to market with GB200/GB300‑class systems and offering ultra‑high performance inference and training instances. [38]
The company has raised billions in equity and debt in just the last two years, including a $1.1 billion Series C in 2024 and a $7.5 billion private debt financing that was described as one of the largest such deals ever for a private company at the time. [39]
Its March 28, 2025 IPO priced at $40 per share, raised about $1.5 billion, and initially valued CoreWeave at roughly $23 billion. [40]
In short: fundamentals are growing fast, but so are the stakes.
Key numbers to watch after today
For anyone following CoreWeave (CRWV) after today’s wave of news, these are the metrics most frequently cited across analyst notes and articles:
- Share price (mid‑session Nov. 14): ~$77–78
- Market cap: ~$36.9 billion [41]
- 52‑week range: $33.52 – $187.00 [42]
- Q3 2025 revenue: ~$1.36 billion (+~134% YoY) [43]
- Q3 net loss: ~$110 million (–$0.22 per share) [44]
- Q3 adjusted EBITDA: ~$838 million [45]
- Backlog: ~$55.6 billion, about double the prior quarter [46]
- 2025 revenue guidance: ~$5.05–$5.15 billion (down from a prior range up to about $5.35 billion) [47]
- Capex reduction: –$8.5 billion vs. previous plans [48]
- Revolving credit facility: $2.5 billion, maturing November 2029 [49]
- VAST Data deal: $1.17 billion, multi‑year AI data‑platform agreement [50]
Bottom line
The CoreWeave (CRWV) story on November 14, 2025 is a study in contrasts:
- Explosive growth, huge backlog, marquee partnerships and new financing lines on one side.
- Guidance cuts, data‑center delays, margin pressure and a richly valued stock that has suddenly lost its invincible aura on the other.
Some commentators now see CRWV as an over‑hyped proxy for the AI infrastructure bubble, while others argue the recent sell‑off could be an opportunity in a company that still sits at the center of the AI arms race.
Either way, CoreWeave has become one of the key bellwethers for AI cloud spending. How it navigates the next few quarters — managing construction delays, funding costs and customer concentration risk — is likely to influence not just its own stock, but sentiment around the entire AI data‑center ecosystem.
Important: This article is for information and news purposes only and does not constitute financial advice. Investors should do their own research and consider speaking with a qualified financial adviser before making any investment decisions regarding CRWV or any other security.
References
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