CoreWeave (NASDAQ:CRWV) stock took Wall Street by storm after its late-March IPO, skyrocketing 367% by the time it hit its peak in late June. But the momentum didn’t last through the summer. As the post-IPO lockup period neared its end, some early investors began taking profits – a move that coincided with broader concerns over the company’s high debt-to-equity ratio. The result was a sharp pullback of nearly 50%.
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Lately, though, the tide has started to turn. CoreWeave’s stock has been climbing again, fueled by a string of high-profile deals with major hyperscalers that could be worth billions. New agreements with Nvidia, OpenAI, and Meta Platforms have reignited investor enthusiasm, sending CRWV shares up 19% over the past month – even after today’s 5% dip.
So, has the rebound already run its course? Not according to top investor Will Healy.
“Despite the size of the recent deals and the growth in the stock price, it is not too late to buy CoreWeave stock,” exclaims the 5-star investor, who is among the top 3% of stock pros covered by TipRanks.
Healy points out that CoreWeave’s growth trajectory remains phenomenal. The company generated $2.2 billion in revenue during the first half of 2025 – a 275% year-over-year surge – and those figures don’t even factor in the latest hyperscaler contracts. Moreover, CoreWeave’s full-year guidance of $5.15 billion to $5.35 billion implies another 174% increase at the midpoint. In other words, the growth story is far from over. “Investors can probably expect the rapid increases to continue,” Healy adds.
With its recent partnerships solidifying its role in the AI ecosystem, CoreWeave looks positioned to maintain its momentum. As Healy notes, the September deals don’t just add revenue potential – they underscore the company’s staying power at the center of the AI infrastructure race.
That’s not to say that CRWV is without risks, as its cost and expense growth ballooned 350% during the first half of the year. Its debts of almost $8.4 billion cast a heavy shadow on the company’s $2.7 billion in book value, the investor acknowledges. Still, despite the concerns, CRWV’s current Price-to-Sales valuation of 16x appears to be “a reasonable price.”
“Shareholders who can handle the risk might benefit by buying CoreWeave shares at these levels,” Healy sums up. (To watch Will Healy’s track record, click here)
Wall Street largely shares Healy’s optimism. Among the analysts covering CoreWeave, 14 rate it a Buy, 11 recommend a Hold, and just 2 call it a Sell, giving CRWV a Moderate Buy consensus rating. The average 12-month price target of $152.60 suggests there’s still 14% upside from current levels. (See CRWV stock forecast)
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Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.
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