CoreWeave enters its Q4 2025 report with consensus revenue expected at $1.55 billion and an EPS loss of $0.61, while the stock currently trades near $99.30 against a $126.37 average analyst target. The single most critical story for investors is the company’s ability to convert its record revenue backlog into billable capacity following previous data center delivery delays.
Recent momentum has been fueled by a $2 billion equity investment from NVIDIA and massive infrastructure contracts with Meta and OpenAI. However, concerns persist regarding the company's aggressive capital expenditure cycle and high debt load as it scales for Blackwell GPU deployments.