Is CoreWeave Stock a Buy, Sell, or Hold After Earnings?

CoreWeave (CRWV) had a solid 2025. Then, it told investors what to expect in the first quarter of 2026, and the stock dropped hard.

Shares of the artificial intelligence (AI) cloud infrastructure provider fell more than 18% on Friday after the company issued Q1 guidance that came in well below analysts' expectations. That's a painful single-day move for any stock. But does it change the longer-term picture? That's the more important question.