JPMorgan Downgrades CoreWeave Amid Supply Chain Pressures
Update: 2025-11-11
Description
JPMorgan downgrades CoreWeave, AI cloud provider backed by Nvidia, from Overweight to Neutral due to supply chain pressures. Despite growth, a delay in data center construction causes a shift in revenue from Q4 to 2026. JPMorgan lowers CoreWeaves 2025 revenue forecast by $150M to $5.1B and operating income by $110M to $705M. CoreWeave adjusts year-end active power target to over 850MW and reduces 2025 capital expenditure guidance midpoint by $8.5B to $13B. JPMorgan maintains positive long-term view, expecting revenue growth recovery in early 2026.
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