Updated: November 26, 2025
CoreWeave stock price today: CRWV rebounds after brutal month
CoreWeave, Inc. (NASDAQ: CRWV) – the AI-focused cloud “hyperscaler” – spent another volatile session in the spotlight on Wednesday, November 26, 2025.
As of the latest trade, CoreWeave shares were changing hands around $75, up roughly 5% versus Tuesday’s close near $71.29. [1]
Key intraday stats:
- Intraday range (26 Nov): roughly $70.7 – $76.6 [2]
- Volume: already above 12 million shares, reflecting continued heavy trading interest [3]
- Market cap: about $37–38 billion at today’s price level [4]
- 52‑week range:$33.52 – $187.00 [5]
Even after today’s bounce, CoreWeave is still trading well over 50% below its 2025 high, after a steep sell‑off wiped out roughly $52 billion in market value as the stock slid from around a $88 billion valuation in June to the mid‑$30 billions recently. [6]
Simply Wall St pegs CoreWeave’s 1‑month share price return at about –47.6%, even though the stock remains up strongly year‑to‑date, illustrating just how violent the recent correction has been. [7]
Against that backdrop, November 26 brought a cluster of fresh headlines that investors in CRWV need to know about.
Today’s biggest CoreWeave headlines (26 November 2025)
1. “Is CoreWeave Stock in Trouble?” – debt load and AI demand worries
A widely shared piece from The Motley Fool, syndicated on Nasdaq, asks bluntly: “Is CoreWeave Stock in Trouble?” and lays out the bear case that has been haunting the name all month. [8]
Key points from that analysis:
- CoreWeave’s business is effectively a proxy for AI infrastructure spending, renting Nvidia-powered compute to enterprises and AI labs. [9]
- The company carries roughly $14 billion of debt versus about $4.7 billion in current assets, a leverage profile that makes some investors nervous. [10]
- In the most recent quarter, interest expense of about $310.6 million was roughly six times operating profit of $51.9 million, meaning financing costs are more than consuming operating earnings. [11]
- Despite rapid growth, CoreWeave is still unprofitable, and the author questions whether its roughly $35+ billion valuation is justified if AI spending slows. [12]
The article notes that CRWV has fallen over 40% in the past month, and argues that high debt, dependence on hyperscaler AI budgets, and lack of sustained profitability make CoreWeave one of the riskier AI stocks to hold right now. [13]
2. Zacks puts CoreWeave in the “AI infrastructure winners” basket
Before the opening bell, Zacks Investment Research published a macro piece on Nasdaq highlighting Amazon, AMD, Nvidia, Bloom Energy and CoreWeave as key beneficiaries of what it calls the next wave of AI infrastructure spending. [14]
The Zacks note argues that:
- A likely U.S. Fed rate cut in December could reignite the 2025 bull market. [15]
- Government‑backed AI initiatives and large AI capex plans from major players like Amazon could “snowball” across the AI supply chain, including infrastructure providers such as CoreWeave. [16]
Here, CoreWeave is framed not as a bubble stock, but as part of a broader structural build‑out of AI infrastructure that could benefit from easier financial conditions and policy support.
3. Cathie Wood keeps buying CRWV despite the drawdown
On the bullish side of the ledger, Cathie Wood’s ARK Invest continues to accumulate CoreWeave shares into weakness.
A new TipRanks article titled “Cathie Wood Keeps Buying CoreWeave Stock (CRWV). Let’s Break Down the Top Holders” notes that an ARK fund purchased approximately 396,000 CRWV shares on November 25, worth about $28.2 million, even as the stock fell about 3% that day. [17]
This follows earlier disclosure that ARK bought roughly 350,000+ shares (about $24 million) after a sharp, roughly 22% single‑day drop when CoreWeave cut its revenue outlook earlier in the month. [18]
Taken together, ARK’s activity suggests:
- The firm sees the recent sell‑off as an opportunity, not a thesis breaker.
- CoreWeave remains a high‑conviction AI infrastructure play within ARK’s growth‑oriented portfolios.
Of course, ARK’s buying is not a guarantee of future returns – but it reinforces that some high‑profile, long‑term investors are leaning into the weakness.
4. Jefferies and other institutions add CoreWeave exposure
A separate report from MarketBeat highlights that Jefferies Financial Group disclosed a new 11,585‑share position in CoreWeave, valued at about $1.89 million based on second‑quarter prices. [19]
That filing sits alongside sizable stakes from other big investors:
- Cisco Systems initiated a position worth around $173 million.
- Geode Capital Management more than doubled its stake to over 716,000 shares.
- Several other institutions, including Sumitomo Mitsui Trust Group, have opened multi‑tens‑of‑millions‑of‑dollars positions. [20]
MarketBeat also gives a snapshot of the balance sheet: a debt‑to‑equity ratio near 2.66 and current and quick ratios of 0.49, underscoring that CoreWeave is running with high leverage and limited short‑term liquidity – one of the core risks critics are focused on. [21]
5. Shareholder rights law firm announces investigation
Adding to the noise around the stock, Bronstein, Gewirtz & Grossman, LLC issued a press release on November 26 encouraging CoreWeave shareholders to contact the firm regarding potential claims. [22]
According to the release, the law firm is reviewing events around CoreWeave’s November 10 earnings announcement, when the company trimmed its 2025 revenue forecast due to a third‑party data center delay. Shares fell more than 16% in one session, dropping about $17 per share and closing near $88.30 on November 11. [23]
While such investigations are fairly common after steep post‑earnings sell‑offs, they do add a layer of headline risk and can hang over sentiment in the near term.
6. Product news: “Zero egress” multi‑cloud migration for AI workloads
Not all of today’s news is about the stock chart or legal risk.
A piece on CONNECTCX highlights CoreWeave’s new capability that “unlocks multi‑cloud development for AI workloads with zero egress migration”, effectively allowing customers to move AI workloads in and out of CoreWeave’s platform and other clouds without traditional data‑egress fees. [24]
The article describes CoreWeave as an “AI‑native cloud” that bundles GPU compute, storage and networking to support demanding AI training and inference workloads, positioned as a more specialized alternative to general‑purpose hyperscalers. [25]
For investors, this kind of product update reinforces the competitive differentiation story: CoreWeave is trying to win share with AI‑specific features and pricing models rather than competing purely on generic cloud capacity.
7. Benzinga flags CoreWeave in a broader AI “hype vs. reality” debate
A widely read Benzinga opinion column, “Don’t Bet Against Nvidia — Bet Against the AI Hype Riders,” uses CoreWeave as one of several examples to show how physical infrastructure constraints are shaping the AI trade. [26]
The piece notes that:
- CoreWeave’s revenue backlog sits around $55 billion, reflecting multi‑year, contracted demand for its AI cloud infrastructure. [27]
- The company has scaled back its 2025 capital expenditures by as much as 40%, partly due to power and data‑center capacity challenges. [28]
The author’s broader argument: the risk in AI isn’t just “over‑hyped software,” but valuation levels in companies whose business models depend on renting scarce compute and power, rather than owning it. CoreWeave, with its huge backlog but also infrastructure bottlenecks, sits right in the middle of that conversation.
8. Fresh valuation takes: “undervalued and oversold” vs. “at risk”
On the research and commentary side, a stream of new and recent pieces frame CoreWeave very differently:
- Simply Wall St focuses on the recent –47.6% 1‑month return and describes the stock’s valuation in the context of that drawdown, noting that the volatility reflects a sharp shift in investor sentiment. [29]
- An Invezz note (featured on StockAnalysis) argues that CoreWeave’s stock is “at risk after a $52 billion wipeout,” pointing to a slide from a market cap of roughly $88 billion down to the mid‑$30 billions, with insider selling adding to market jitters. [30]
- Several Seeking Alpha and Motley Fool articles in recent days, highlighted on StockAnalysis, take the opposite tack, calling CoreWeave “undervalued and oversold” and emphasizing that the company still posted over 130% year‑on‑year revenue growth in the latest quarter with a huge multi‑year backlog. [31]
The result is a highly polarized narrative: one camp sees a broken story and a potential AI bubble proxy, the other sees a rare way to play AI infrastructure at a post‑sell‑off price.
Fundamentals check: growth, backlog and balance sheet
To understand today’s trading in context, it helps to zoom out from the daily headlines.
Explosive growth, still‑large losses
According to StockAnalysis, CoreWeave generated about $1.92 billion in revenue in 2024, up more than 700% from around $229 million the prior year, as AI demand surged. [32]
On a trailing 12‑month basis, revenue now sits near $4.3 billion, but CoreWeave remains solidly loss‑making, with a trailing net loss of roughly $825 million and EPS around –$2.32. [33]
In the most recent reported quarter (Q3 2025):
- Revenue was about $1.36 billion, more than double the same quarter a year earlier. [34]
- Year‑on‑year growth clocked in around 130%+. [35]
- Loss per share narrowed to roughly $0.22 from $1.82 a year earlier, but the company is still running at a net loss. [36]
Backlog and guidance
CoreWeave’s attraction to many growth investors is the visibility of demand:
- Q2 2025 results showed a revenue backlog of about $30.1 billion, even before the Q3 deals and updated contracts. [37]
- More recent commentary and filings referenced by Benzinga indicate that backlog has swelled to roughly $55 billion, implying years of contracted AI infrastructure revenue if the company executes. [38]
However, when CoreWeave reported Q3, management trimmed its 2025 revenue guidance to $5.05–$5.15 billion, down from a prior range of $5.15–$5.35 billion, citing a delay at a third‑party data‑center partner. [39]
The customer involved agreed to extend the contract’s expiration date, preserving the total value of the deal, but the timing shift spooked the market and helped trigger the November sell‑off. [40]
Debt, liquidity and valuation
On the risk side of the ledger:
- CoreWeave’s debt load is heavy, at roughly $14 billion, and recent quarters have seen hundreds of millions of dollars in quarterly interest expense. [41]
- MarketBeat cites a debt‑to‑equity ratio near 2.66 and current/quick ratios of 0.49, underlining a tight liquidity profile. [42]
At today’s price around the mid‑$70s and a market cap in the high‑$30 billions, CoreWeave trades at roughly 8–9 times trailing sales, in line with The Motley Fool’s estimate of a P/S multiple “around 8x” for this high‑growth but unprofitable business. [43]
Analyst data pulled together by StockAnalysis and MarketBeat show:
- Around 26 analysts covering the stock. [44]
- An overall rating in the “Buy” to “Moderate Buy” range. [45]
- A consensus 12‑month price target near $130, implying potential upside of roughly 70%+ from current levels if Wall Street’s optimistic scenarios play out. [46]
Those targets, however, implicitly assume that:
- AI infrastructure demand stays strong,
- CoreWeave successfully navigates data‑center and power‑supply bottlenecks, and
- The company eventually converts its massive backlog into profitable growth, not just revenue.
How to interpret today’s move in CoreWeave stock
Putting all of this together, what does November 26 actually mean for CRWV investors?
- Price action shows bargain‑hunting, not capitulation.
A ~5% intraday gain after a near‑50% monthly drawdown suggests dip buyers and long‑term funds are active, but the stock is still far from reclaiming prior levels. [47] - The narrative is sharply divided.
- On one side: concerns over high leverage, rising legal noise, and heavy dependence on a still‑uncertain AI spending cycle. [48]
- On the other: a company growing triple digits, with a tens‑of‑billions backlog, influential buyers like ARK and Jefferies adding exposure, and new AI‑specific products rolling out. [49]
- Volatility is likely to remain high.
With such a stark bull–bear divide and a business model tied directly to the most hyped corner of the market, CoreWeave’s stock is behaving like a leveraged bet on AI infrastructure sentiment. Big daily swings – in both directions – are likely to continue. - Position sizing and time horizon matter more than ever.
For aggressive growth investors, today’s bounce and the stream of institutional and ARK buying will look like confirmation that the long‑term story is intact. For more conservative investors, the combination of debt, liquidity risk, and legal overhang may outweigh the backlog and revenue growth story.
Bottom line
On November 26, 2025, CoreWeave (CRWV) is once again one of the most talked‑about AI stocks on the market:
- The share price is bouncing from deeply oversold levels.
- Fresh research pieces are asking whether CoreWeave is in serious trouble – or setting up as an undervalued infrastructure leader.
- Cathie Wood, Jefferies and other institutions are quietly increasing their stakes.
- A shareholder‑rights investigation and ongoing concerns over debt and data‑center delays keep risk front and center.
- New product features like zero‑egress multi‑cloud migration highlight that the underlying business is still building and iterating fast.
For now, CoreWeave remains a high‑growth, high‑risk AI infrastructure stock that is likely to stay in Google News and on traders’ screens – and in the middle of the debate over how much AI optimism is too much.
Disclaimer: This article is for informational and educational purposes only and does not constitute investment advice, a recommendation to buy or sell any securities, or a solicitation of any kind. Always do your own research or consult a licensed financial advisor before making investment decisions.
References
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