CoreWeave Delivers Fantastic News for Nvidia Stock Investors | NVDA Stock Analysis | CRWV Stock
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Parkev Tatevosian, CFAIndependent analyst profile- Source published
- 12 Sept 2026, 12:45 UTC
- Recorded by Tahlil Plus
- 12 Sept 2026, 14:17 UTC
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Nvidia's fiscal year 2028 revenue is projected to grow by 70%, significantly exceeding analyst forecasts of 45%. This growth is driven by high demand for GPUs in AI compute and a backlog of $104 billion. If not for memory chip shortages, revenue growth could exceed 100%. CoreWeave reported a 112% year-over-year sales surge in its second quarter, with adjusted operating profits doubling to $1.5 billion. Both companies are experiencing supply constraints, with demand outstripping supply. Nvidia benefits from supplying 100% of CoreWeave's GPUs and holds an 11.5% equity stake, creating a synergistic relationship. Despite these strengths, the long-term outlook for both is based on continued AI industry expansion. Nvidia's intrinsic value per share is estimated at $337.93, suggesting a 54.76% upside from its current market price of $218.36, while CoreWeave's intrinsic value per share is estimated at $100.70, suggesting it is significantly undervalued compared to its current market price of $89.12.
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Parkev Tatevosian, CFA
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