CoreWeave Stock Drops Amid Q3 Results, Morgan Stanley Sees Opportunity Despite Guidance Cut
ByAinvest
Tuesday, Nov 11, 2025 10:34 am ET1min read
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CoreWeave's stock fell over 12% after the company cut its full-year revenue guidance to $5.05-$5.15 billion, citing supply chain delays. JPMorgan downgraded the stock to "Neutral" while Morgan Stanley raised its price target to $99, citing strong GPU demand and CoreWeave's rapid scaling. Analysts also noted execution risk due to supply constraints.

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