CoreWeave

AI Infrastructure Expansion And Leverage Will Drive Utilization And Margin Risks Ahead

AnalystLowTarget

Not Invested

Community Contributor

Published

11 Dec 25

Views

205

n/a

AnalystLowTarget's Fair Value

n/a

5.7%

n/a

5.7%

You can edit this narrative until Dec 12 4:10 PM. Then, changes will post as Updates.

Author's Valuation

US$53.6863.2% overvalued

AnalystLowTarget Fair Value

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$53.68

63.2% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

Forecast revenue growth rate

34.50%

Historical revenue growth rate

N/A

IT revenue growth rate

0.62%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.23%

Calculation

US$1.54b

Earnings '28

28.04x

PE Ratio '28

US$43.32b

Market Cap '28

US$43.32b

Market Cap '28

610.46m

No. shares '28

US$70.96

Share Price '28

US$70.96 Share Price '28

Discounted to 2025 @ 9.75% p.a.

US$53.68

Fair Value '25