Latest news with #CRWV
Yahoo
2 days ago
- Business
- Yahoo
CoreWeave Could Buy Core Scientific. How Should You Play CORZ Stock Here?
Core Scientific (CORZ) shares soared late on Thursday following a Wall Street Journal report that CoreWeave (CRWV) is once again interested in acquiring the AI infrastructure company. While top executives from both firms are already in advanced talks, financial terms of the potential agreement remain unknown, the report added. 3 Under-The-Radar Dividend Aristocrats Set to Breakout in Q3 Analysts: AMD Stock Will 'Close the Gap' With Nvidia by 2026. Should You Buy AMD Stock Here? The Saturday Spread: Data-Driven Trades That Cut Through the Noise (GILD, MCD, DJT) Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Including the recent rally, Core Scientific stock is up more than 160% versus its April low. CoreWeave's renewed interest in buying CORZ could prove a meaningful tailwind for the latter's investors since it validates its strategic pivot from crypto mining to AI infrastructure. A potential buyout could help Core Scientific could rposition it as a critical enabler in the generative artificial intelligence arms race. Moreover, takeover agreements often involve a significant premium. So, it's reasonable to believe that an agreement with CRWV will likely deliver immediate value to Core Scientific shareholders. That's what made CORZ shares soar more than 40% on Thursday. On the flip side, investors should note that neither company has so far confirmed reports of buyout discussions. For those sticking with Core Scientific stock at current levels, that's a huge risk given CORZ could give up its recent gains entirely if the WSJ report proved more rumor than reality in the days ahead. Additionally, since the AI stock has rallied some 40%, a strong enough case can be made that much of the anticipated benefit from a potential CoreWeave deal is baked into it already. Caution is warranted in buying CORZ shares also because the company's revenue crashed about 56% year-on-year to a weaker-than-expected $79.5 million in its latest reported quarter. Despite the aforementioned concerns, Wall Street remains bullish on Core Scientific stock, forecasting further upside in the second half of 2025. According to Barchart, the consensus rating on CORZ shares currently sits at 'Strong Buy' with the mean target of about $18 indicating potential for another 7% gain from current levels. On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Core Scientific (CORZ) Surges 33% as CoreWeave Revives Acquisition Bid
Core Scientific, Inc. (NASDAQ:CORZ) is one of the . Core Scientific rallied for a third straight day on Thursday, jumping 33.01 percent to close at $16.36 apiece following the revival of CoreWeave Inc.'s (NASDAQ:CRWV) bid to acquire the company. According to a report by the Wall Street Journal, citing people privy to the matter, CoreWeave Inc. (NASDAQ:CRWV) revived talks to acquire Core Scientific, Inc. (NASDAQ:CORZ) after its first attempt in 2024 fell through due to pricing issues. Both companies have yet to confirm or deny the reports ,but the Journal said that a deal is expected to be finalized in the coming weeks. An aerial view of an intricate network of digital infrastructure, lit up against a night sky. CoreWeave Inc. (NASDAQ:CRWV) has been instrumental to Core Scientific, Inc.'s (NASDAQ:CORZ) growth trajectory, having exited from bankruptcy through pivoting aggressively into Artificial Intelligence infrastructure in January last year. At present, the company is worth $5 billion in market capitalization. While we acknowledge the potential of CORZ as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Core Scientific could get north of $30/share in buyout, says Cantor Fitzgerald
According to a report, CoreWeave (CRWV) is in advanced talks to buy Core Scientific (CORZ), a deal that could be reached in the coming weeks, Cantor Fitzgerald analyst Brett Knoblauch tells investors. The firm says the acquisition makes sense from a pure ROI perspective for CoreWeave, and that if it were to happen, Core Scientific could get north of $30/share when accounting for value of data center infrastructure, but if CoreWeave uses all stock, that could raise the acquisition price. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today's best-performing stocks on TipRanks >> Read More on CORZ: Disclaimer & DisclosureReport an Issue JPMorgan continues to recommend Riot after Core Scientific report Strategic Acquisition and Capacity Expansion Drive Buy Rating for Core Scientific Inc. M&A News: CoreWeave (CRWV) Is Reportedly in Talks to Acquire Core Scientific Closing Bell Movers: Nike gains 10% on more positive earnings call Core Scientific deal could be at over $30 per share, says Cantor Fitzgerald
Yahoo
3 days ago
- Business
- Yahoo
Can CoreWeave Stock Hit $185 in 2025?
CoreWeave (CRWV) is rapidly emerging as a name worth watching in the artificial intelligence arena. Born as a GPU-powered cloud startup, CoreWeave now delivers specialized infrastructure for AI, ML, and visual effects, riding the surge in demand for high-performance computing. Since its public debut in March, the Nvidia (NVDA)-backed company has captured serious investor attention, becoming one of the fastest-rising stocks in the AI niche. But with rapid growth comes scrutiny. Tesla's Robotaxis Reportedly Sped and Veered Into the Wrong Lanes. Does This Crush the Bull Case for TSLA Stock? Dear Micron Stock Fans, Mark Your Calendars for June 25 Up 93% in 2025, Palantir Stock Is Too Hot to Handle Here Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Bank of America recently downgraded CRWV stock from 'Buy' to 'Neutral,' flagging concerns about its sky-high valuation after shares' stellar ascent in just a few months. Yet in an intriguing twist, analyst Brad Sills simultaneously boosted his price target from $76 to a Street-high of $185, pointing to robust demand and CoreWeave's strong execution in the AI space. Momentum is high, but valuation pressure looms. Hovering just shy of the mark, can the stock hit the target again in 2025? CoreWeave (CRWV) delivers high-performance cloud infrastructure built for AI. With a market cap of $82.8 billion, it powers workloads through GPU- and CPU-optimized compute, storage, and software services. Backed by Nvidia and tied to major names like Microsoft (MSFT) and OpenAI, CoreWeave runs 250,000 Nvidia GPUs across over 30 data centers, blending flexible rentals with multi-year contracts for steady, scalable AI deployment. Shares of CoreWeave have been on a breathtaking ascent, fueled by surging demand for AI infrastructure and robust financial performance. Since its IPO at $40 per share, the stock has skyrocketed substantially recently, touching an all-time high of $187 on June 20 before trimming some of its gains. The stock is up by 55.3% over the past month, leading some to compare it to a meme stock. CRWV stock's meteoric rise has captivated Wall Street, but priced at 39.7 times sales, its valuation stretches high - trading at a premium price tag compared to the sector peers. CoreWeave delivered a blockbuster Q1 earnings report on May 14, generating $981.6 million in revenue, up by an astonishing 420% year over year and surpassing Wall Street expectations. Adjusted operating income climbed to $162.6 million or a 17% margin, compared to $25 million a year ago. The company's revenue backlog stood at $25.9 billion, buoyed by major deals, including an $11.2 billion contract with OpenAI, which provided strong visibility into future revenue. However, alongside this impressive growth came mounting losses. CoreWeave posted an adjusted net loss of $149.6 million, compared to $23.6 million in the year-ago quarter. Notably, management forecasts Q2 revenue between $1.06 billion and $1.1 billion, while adjusted operating income guidance sits between $140 and $170 million. For the full year, revenue is anticipated to be between $4.9 billion and $5.1 billion, while adjusted operating income is estimated to be between $800 and $830 million. Analysts monitoring CoreWeave predict its loss per share to be around $2.14 for fiscal 2025, and to shrink by 73.8% in fiscal 2026 to $0.56 per share. Last week, BofA issued a reality check on CoreWeave, downgrading the stock from 'Buy' to 'Neutral' after a jaw-dropping rally. The analyst stated that 'much of the near-term upside has been priced in,' with CRWV trading well above its peers on a stretched valuation. Yet Brad Sills did not sound the alarm without nuance. Despite the downgrade, he acknowledged CoreWeave's strong footing in the AI infrastructure space and lifted his price target to $185. His optimism stems from persistent demand and the firm's strategic position amid surging AI workloads. The valuation may be steep, but in the arms race for AI dominance, he believes CoreWeave's upside story isn't done yet. CoreWeave stock has a consensus 'Moderate Buy' rating overall. Out of 19 analysts covering the tech stock, five recommend a 'Strong Buy,' one gives a 'Moderate Buy,' 12 analysts stay cautious with a 'Hold' rating, and one has a 'Strong Sell' rating. Meanwhile, CRWV's sharp climb has already blown past its average price target of $82.72, implying the stock is trading at a premium. On the date of publication, Sristi Suman Jayaswal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Better Artificial Intelligence (AI) Stock: CoreWeave vs. Oracle
Share prices of both Oracle and CoreWeave are up nicely so far in 2025, and they seem primed for more upside. One of these companies is growing at a much faster pace than the other. A closer look at their valuations will help investors better understand which AI stock is ideal for their portfolios. 10 stocks we like better than CoreWeave › The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons why shares of CoreWeave (NASDAQ: CRWV) and Oracle (NYSE: ORCL) have been in fine form on the stock market in 2025. Both companies rent out AI-focused data centers powered by premium graphics processing units (GPUs) from the likes of Nvidia, AMD, and others. To meet the increasing demand, both companies are quickly adding significant new data center capacity. The size of the cloud infrastructure market is expected to grow from around $178 billion this year to more than $1.1 trillion in 2033, with AI set to play a key role in this remarkable growth. Oracle and CoreWeave aim to help investors take advantage of this massive opportunity. Both stocks have real potential for outsized performance, but if you have to choose just one of these AI stocks, which one should you buy? Let's find out. Oracle's stock price is up 50% over the past 12 months, and it seems set for more upside going forward, given the impressive pace at which the demand for its cloud infrastructure is increasing. The company released its fiscal 2025 fourth-quarter results (for the three months ended May 31) earlier this month, and it reported a solid 41% year-over-year increase in its remaining performance obligations (RPO) to a whopping $138 billion. RPO refers to the total value of a company's contracts yet to be fulfilled, which means that Oracle is sitting on a huge revenue pipeline that could help it grow at a much stronger pace following last year's top-line increase of 8% (totalling $57.4 billion). Not surprisingly, Oracle expects its revenue growth rate in fiscal 2026 to almost double. The company's Oracle Cloud Infrastructure (OCI) segment will play a central role in driving this acceleration as its revenue is expected to increase by 70% in fiscal 2026, following a 51% increase in fiscal 2025. What's more, Oracle management points out that it may be understating its RPO growth as the contracts from the $500 billion Stargate AI infrastructure project are yet to reflect in its revenue pipeline. As a result, Oracle is going to continue investing aggressively in building more capacity, increasing its capital expenditure to about $25 billion in the current fiscal year from just above $21 billion in the previous one. The company points out that its revenue and earnings growth will keep getting better as it brings online more data centers to satiate the AI-fueled demand for cloud infrastructure. So, it is easy to see why analysts have raised their revenue growth expectations from Oracle and are expecting its top-line growth to gather stronger momentum over the next couple of fiscal years. As such, Oracle is set to remain a top cloud AI stock going forward, but can it outperform CoreWeave? While Oracle is an established player in the cloud infrastructure market, CoreWeave went public in March of this year. What's worth noting is that CoreWeave stock has delivered phenomenal gains of more than 300% to investors in its short life as a public company, and that's not surprising as the company has been growing at a stunning pace. CoreWeave released its Q1 results in May, and it reported a massive 420% year-over-year increase in revenue to $981 million. Just like Oracle, the company's revenue backlog has been increasing at a nice pace, and it is focused on adding more capacity to meet the booming demand for its cloud AI infrastructure. CoreWeave ended Q1 with a revenue backlog of almost $26 billion, up by 63% from the year-ago period. This was faster than the growth in Oracle's RPO. Major tech giants such as OpenAI and IBM have been tapping CoreWeave's infrastructure for AI model training and running inference applications. OpenAI, for instance, signed a deal worth $11.2 billion with CoreWeave last quarter. Additionally, one of its existing customers extended its contract with CoreWeave to the tune of $4 billion. This explains why the company is scrambling to increase its data center capacity. It is forecasting $20 billion to $23 billion in capital expenditure this year as compared to last year's outlay of $8.3 billion. CoreWeave's capex, therefore, will be close to what Oracle is planning in the current fiscal year. That's a smart thing to do, considering the impressive revenue backlog that CoreWeave is sitting on. It is worth noting that CoreWeave intends to increase its data center power capacity by almost 4x based on its current contracts, which should enable the company to meet the fast-improving end-market demand. CoreWeave's revenue forecast of $5 billion for the current year points toward a big increase from last year's top line of $1.9 billion. As the company brings online more capacity, it is easy to see why its revenue growth is expected to remain robust over the next couple of years as well. CoreWeave sees its addressable market reaching a whopping $400 billion by 2028, so the probability of faster growth in the company's top line cannot be ruled out, thanks to its aggressive capacity expansion. Hence, there is a good chance that CoreWeave's growth will be much faster than that of Oracle's going forward. While both companies are set to grow at a healthy pace, CoreWeave's growth is on track to outpace Oracle's by a huge margin. However, investors will have to pay a rich premium to buy CoreWeave stock as it is trading at just under 30 times sales, which is almost 3x when compared to Oracle's price-to-sales ratio. Also, CoreWeave isn't profitable yet because of the huge investments that it is making in AI infrastructure, though analysts expect it to get into the black in the next couple of years. Oracle, on the other hand, trades at 30 times forward earnings, which is just above the 28.6 times forward earnings that the tech-laden Nasdaq-100 index is trading at. The good part is that Oracle's earnings are expected to increase at a faster pace of 21% in the next fiscal year, following a 12% jump in the current one. So, investors looking for an AI stock that isn't all that expensive but has the potential to deliver steady growth can consider taking a closer look at Oracle. Meanwhile, those looking for potentially bigger gains and are willing to pay an expensive multiple could be interested in CoreWeave stock, given its tremendous growth, which seems sustainable. Before you buy stock in CoreWeave, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and CoreWeave wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $689,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $906,556!* Now, it's worth noting Stock Advisor's total average return is 809% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, International Business Machines, Nvidia, and Oracle. The Motley Fool has a disclosure policy. Better Artificial Intelligence (AI) Stock: CoreWeave vs. Oracle was originally published by The Motley Fool Erreur lors de la récupération des données Connectez-vous pour accéder à votre portefeuille Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données
