"A now-staple name in the AI world, CoreWeave (NASDAQ:CRWV) is sitting on a massive $55.6 billion revenue backlog, nearly double what it had just one quarter earlier. This figure alone makes it one of the most talked-about AI infrastructure plays among retail investors. But the conversation on Reddit has shifted from excitement to caution over the past month, with sentiment cooling from bullish (~61) to neutral (~41) as traders weigh the company's execution risks against its massive growth potential."
"Shares are trading at $95.45, up 33% year-to-date but down 5.7% over the past month, which is worth noting. Analysts maintain a consensus price target of $126, implying roughly 30% upside, with 18 of 30 analysts rating the stock a Buy or Strong Buy. The bull case is straightforward: CoreWeave added over $25 billion in revenue backlog in Q3 alone, driven by expanded deals with Meta ($14.2 billion), OpenAI ($22.4 billion total), and NVIDIA ($6.3 billion)."
"One post on r/StockMarket titled "Coreweave 2031 bonds paying 11.5%" highlighting the company's 2031 bonds paying 11.5% drew significant attention, with 114 upvotes and 44 comments. The post prompted readers to consider what a high-yield bond rate signals about the market's confidence in CoreWeave's ability to service its debt load."
CoreWeave's revenue backlog reached $55.6 billion, nearly double the previous quarter, with Q3 adding over $25 billion from expanded deals with Meta, OpenAI and NVIDIA. Reddit sentiment shifted from bullish (~61) to neutral (~41) over the past month as traders weigh execution and debt risks. Shares trade at $95.45, up 33% year-to-date but down 5.7% monthly. Analysts' consensus price target is $126, implying roughly 30% upside, and 18 of 30 rate the stock Buy or Strong Buy. High-yield 2031 bonds at 11.5% and a Q3 free-cash-flow burn of $1.59 billion raise concern about financing and execution.
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