CoreWeave Faces Challenges to Near-Term Revenue Upside -- Market Talk
Dow Jones
Feb 28
1233 ET - CoreWeave had mixed 4Q results and outlook, which Mizuho analysts see as confirmation of the high-risk, high-reward environment the company is operating in. The analysts say they are uncertain about how big CoreWeave's revenue upside potential will be over the near-term, as capacity is constrained. After CoreWeave agreed to buy Core Scientific, Mizuho analysts downgraded the stock and said CoreWeave's risk/reward profile was balanced. The company's stock had a 300% run-up in the three months following its IPO, creating risks of volatility, as well as high customer concentration, the analysts said. Shares slide 19%. (katherine.hamilton@wsj.com)
(END) Dow Jones Newswires
February 27, 2026 12:34 ET (17:34 GMT)
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