JPMorgan Downgrades CoreWeave Amid Supply Chain Pressures

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Recorded11 Nov 2025

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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.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.

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