That sinking sound you might have heard yesterday could very well have been coming from CoreWeave (NASDAQ:CRWV), which has been dropping like a stone since its Q3 2025 earnings report on Monday.
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The company’s share price fell by double-digits after it lowered full-year revenue guidance, citing delays in fulfilling a customer contract due to an unnamed third-party data center developer.
The news wasn’t all bad, however. The GPU-as-a-Service provider delivered both top- and bottom-line beats, and its revenues of $1.36 billion represent year-over-year growth of more than 130%. In addition, the company’s backlog surged to more than $55 billion, up from $30.1 billion just one quarter ago.
And yet, the market wasn’t thrilled. Some of this negativity can be chalked up to broader concerns about a potential AI bubble, which is placing the valuations of companies in the domain under tighter scrutiny.
Still, CoreWeave remains well-positioned to benefit from continued AI capex, and it boasts major deals with some of the biggest names in tech including Nvidia, OpenAI, Meta, and Microsoft.
One top investor known by the pseudonym The Techie is diving into the bull side of the story.
“The pullback presents a buying opportunity in my opinion, and I’m maintaining CRWV with a buy on rising GPU rental demand and support from major hyperscalers,” explains the 5-star investor, who is among the top 2% of stock pros covered by TipRanks.
For one thing, points out The Techie, this wasn’t an earnings miss at all – “quite the opposite.” In fact, the company’s revenues are growing at a fast clip, while its net loss narrowed to $110 million from $360 million one year ago.
The investor also dismisses worries about the contract delay, noting that the CEO confirmed that it won’t impact the firm’s overall backlog. All told, the company expects to end the year with more than 850 megawatts of active power, up from roughly 590 megawatts at the end of Q3.
“CoreWeave remains a buy in my books, as the appetite for GPU rentals is on the rise,” sums up The Techie. “I think the pullback is a gift.” (To watch The Techie’s track record, click here)
Though a bit mixed, on the whole Wall Street also has a favorable view of CRWV. With 12 Buys, 13 Holds, and 1 Sell, CRWV enjoys a Moderate Buy consensus rating. Its 12-month average price target of $149.29 implies an upside approaching 70%. (See CRWV stock forecast)
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Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.