CoreWeave shares jumped 33% in September 2025 after announcing a deal to supply Meta with up to US$14.2 billion in computing power.

The US-based company has also expanded contracts with clients like OpenAI, easing concerns about its reliance on Microsoft, which made up over 70% of revenue in June 2025.

Analyst sentiment has improved, with nearly half now rating the stock as a buy, up from less than 20% in July 2025, according to Bloomberg.

Since its March 2025 IPO, CoreWeave’s stock has surged over 240%, though it is still down 25% from its June 2025 peak when its market value topped US$88 billion.

Some analysts see strong AI demand pushing profits higher, while others warn of ongoing losses of around US$300 million per quarter and high AI chip rental costs.

🔗 Source: Bloomberg