CoreWeave: Oversold Plus Undervalued Equals Upside
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RI Research1.6K FollowersFollow5ShareSavePlay(10min)CommentsSummaryCoreWeave is upgraded to Strong Buy at $70, trading at just 3x FY2026 revenue, despite rapid growth and improving fundamentals.CRWV boasts elite 61% adjusted EBITDA margins and a $55.6B backlog, with 40% recognized in 24 months, supporting strong revenue visibility.Forward P/S ratios for CRWV (3x FY2026, 1.9x FY2027) are far below both direct competitor Nebius and the S&P 500 average.Intensifying generative AI competition and major client wins position CRWV to capitalize on surging demand, but volatility and delayed profitability remain key risks. imaginima/iStock via Getty Images CoreWeave (CRWV) currently trades at around $70, meaning that the share price has almost halved since its Autumn 2025 peak levels. I started buying CRWV shortly after my initial bullish coverage when theThis article was written byRI Research1.6K FollowersFollowWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an active investor in the U.S. stock market for 13 years, starting with my very first paycheck. Over time, my portfolio has evolved to reflect a balanced approach, with a growing focus on value stocks while maintaining solid exposure to growth opportunities. My investment philosophy is rooted in thorough research and a long-term perspective, which has helped me navigate various market cycles successfully. I aim to bring value to Seeking Alpha by uncovering promising under-the-radar stocks that may not yet be on the broader market’s radar. My background in auditing and finance, combined with years of hands-on investing experience, allows me to provide unique insights and actionable ideas for fellow investors.Analyst’s Disclosure:I/we have a beneficial long position in the shares of CRWV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.