CoreWeave Trails Nebius As AI Spending Fears Rattle Investors

Benzinga_recent_news03-26 17:31

Over the past year, CoreWeave has lagged Nebius as investors focus less on competitive positioning and more on balance-sheet strength and capital intensity. The stock is up more than 22% year to date,...

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Get the full stock analysis here.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"CRWV":"CoreWeave, Inc.","CRWU":"2倍做多CRWV ETF-T-Rex","BK4116":"互联网服务与基础架构","CRWG":"2倍做多CRWV ETF-Leverage Shares","CWVX":"2倍做多CRWV ETF-Tradr","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","BK4211":"区域性银行"},"translate_title":"由于人工智能支出担忧令投资者不安，CoreWeave落后于Nebius","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CWVX":0.6,"CRWG":0.6,"CRWV":1.95,"CRWU":0.6,"CORD":0.6},"content_text":"Over the past year, CoreWeave has lagged Nebius as investors focus less on competitive positioning and more on balance-sheet strength and capital intensity.\nThe stock is up more than 22% year to date, compared with Nebius’s over 37% gain.\nFelix Wang, tech sector head at Hedgeye Risk Management, said CoreWeave depends heavily on a small number of hyperscaler contracts to drive investor interest.\nThe reaction underscored investor concerns about the capital-intensive nature of AI infrastructure and reliance on debt and private credit.\nTruist analysts, led by Arvind Ramnani, told Bloomberg that companies in the space will likely need continued financing to support expansion.\nDespite near-term pressure, Bank of America Securities analysts reinstated coverage of CoreWeave with a Buy rating and a $100 price target, noting that the company is well-positioned to gain share in the AI infrastructure market.\nThey also expect steady GPU deliveries, new data center capacity, and additional contracts to drive rapid growth, projecting revenue to rise 144% in 2026 and 86% in 2027.\nCoreWeave is trading 6.5% above its 20-day SMA, but 0.7% below its 100-day SMA, showing short-term stabilization while the intermediate trend is still being tested. Shares are up 118.95% over the past 12 months and are currently positioned closer to the middle of their 52-week range than the extremes.\nRSI is at 54.56, in neutral territory, suggesting momentum isn’t stretched in either direction. Meanwhile, MACD is at -1.0423 versus a signal line of -2.0141, a bullish configuration that points to improving upside momentum even as the stock remains below some key longer-term averages.\nThe combination of neutral RSI (above 50) and bullish MACD suggests mixed momentum.\nLooking further out, the next major catalyst for the stock arrives with the May 13, 2026 (estimated) earnings report.\nAnalyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $123.04. Recent analyst moves include:\nSignificance: Because CRWV carries such a heavy weight in these funds, any significant inflows or outflows will likely trigger automatic buying or selling of the stock.\nCRWV Price Action: CoreWeave shares were down 1.64% at $86.14 during premarket trading on Thursday, according to Benzinga Pro data.\nPhoto by PJ McDonnell via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622853254","isCrawlerRequest":true}