Dec. 28, 2025 3:12 AM ETCoreWeave, Inc. (CRWV) StockThe Value PortfolioInvesting Group LeaderCommentsSummaryCoreWeave remains dramatically overvalued despite a $55.6 billion backlog and rapid revenue growth.CRWV's customer concentration, reliance on a few large AI clients, and aggressive capex raise concerns about sustainable future growth.Net income remains negative despite $1.4 billion in quarterly revenue and a 61% adjusted EBITDA margin, with expensive debt funding ongoing expansion.I see limited upside given minimal new backlog, high capital requirements, and uncertain long-term demand for CRWV's data center services.Getty ImagesCoreWeave (CRWV) has seen its share price drop more than 50% from its 52-week highs after having a strong post-IPO run. We discussed the company as the first AI domino we expected to fall, and since then it hasMore on my IG serviceThe Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Recommendations from a top 0.2% TipRanks author!Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.We provide:Model portfolios to generate high retirement cash flow.Deep-dive actionable research.Recommendation spreadsheets and option strategies.Click for our discounted 2-week free trial!This article was written byThe Value Portfolio37.42K FollowersThe Value Portfolio specializes in building retirement portfolios and utilizes a fact-based research strategy to identify investments. This includes extensive readings of 10Ks, analyst commentary, market reports, and investor presentations. He invests real money in the stocks he recommends. He is the leader of the investing group The Retirement Forum with features including: model portfolios, macro overviews, in-depth company analysis and retirement planning information. Learn more.Analyst’s Disclosure:I/we have a beneficial short position in the shares of CRWV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments