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Analysts Lower CoreWeave (CRWV) Price Targets on Delays

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 15 Best Performing AI Stocks Heading into 2026. On November 19, Wells Fargo reaffirmed its Buy rating on CoreWeave, Inc. (NASDAQ:CRWV) with a price target of $150.

However, on November 11, JPMorgan downgraded CoreWeave, Inc. (NASDAQ:CRWV) from Overweight to Neutral and lowered the price target from $135 to $110. The firm cited supply chain challenges that are affecting revenue timing.

The delays are due to a third-party data center developer falling behind schedule. As a result, some of CoreWeave, Inc.’s (NASDAQ:CRWV) expected revenue for the fourth quarter will now come in later than previously projected. JPMorgan noted that the capacity constraints, which were affecting major hyperscalers, are now impacting CoreWeave, Inc. (NASDAQ:CRWV).

The research firm also pointed out the company’s expansion into government contracts by launching CoreWeave Federal. CoreWeave, Inc. (NASDAQ:CRWV) has gained new customers like NASA and the UK government, which makes the government business opportunity more visible.

Despite the near-term challenges, JPMorgan believes CoreWeave, Inc. (NASDAQ:CRWV) has a “tremendous long-term opportunity” to benefit from the growing AI market. The firm highlighted the company’s momentum through big business deals and an expanding customer base.

On November 11, Macquarie also cut its price target on CoreWeave, Inc. (NASDAQ:CRWV) from $140 to $115 and kept a Neutral rating. The research firm noted that delays will affect the company’s performance in the fourth quarter.

CoreWeave, Inc. (NASDAQ:CRWV) is an American AI cloud-computing company that offers cloud solutions for scaling, supporting, and accelerating generative AI.

While we acknowledge the potential of CRWV 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 AI stock that is more promising than CRWV and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 15 Best Aggressive Growth Stocks to Buy Right Now and 12 Best American Penny Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
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