CoreWeave Stock: Headed to $170?

CoreWeave (NASDAQ: CRWV), the artificial intelligence (AI)-focused cloud and data-center operator, has been one of 2025's most closely watched newly public names. Shares have been volatile as investors digest a surge in sales, big contracts tied to AI demand, and the costs of building capacity at breakneck speed.Adding fuel to the debate this week, Wells Fargo's Michael Turrin argued the stock can reach $170 as tight computing supply and CoreWeave's Nvidia (NASDAQ: NVDA)-powered infrastructure keep demand elevated. That's a provocative call, but it also raises a more useful question for investors: Does today's price leave enough margin for error?Stepping back from the noise, the core of the story is simple: CoreWeave is racing to provision GPU-rich infrastructure for AI training and inference, selling capacity to leading labs and large enterprises. The business is scaling fast, but it remains capital intensive and reliant on a handful of customers. The risk-reward at the current price, therefore, deserves a sober look.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool