We recently published a list of 10 Stocks on Analysts’ Radar Amid Tariff Turbulence. In this article, we are going to take a look at where CoreWeave Inc (NASDAQ:CRWV) stands against other stocks on analysts’ radar amid tariff turbulence.
Dan Niles, Niles Investment Management founder, predicted in a CNBC program earlier this month that unlike previous market crashes, the latest market volatility of 2025 could see a quick resolution because it was “self-inflicted.”
“Unlike prior drawdowns that you’ve seen, like the global financial crisis, you’re not going to fix the problem in a day because you’ve accumulated tons of bad mortgages. You’re not going to fix COVID because it’s a global pandemic in a day. You’re not going to fix the tech bubble meltdown because you overinvested for 5 years back in the late 1990s. This you can literally fix overnight if everybody, you know, resettles the tariffs because this is a self-inflicted wound.”
However, this does not mean Niles is bullish on the market in the long term. He still has valuation concerns and reiterated that he entered the year with cash as his biggest holding. Niles said his top five picks do not include any of the Mag. 7 companies, and he would remain cautious on valuations:
Asked about his preferences in the current market environment, the analyst warned investors to steer clear of high valuations and big promises that lie far into the future:
“I would focus on is which companies are generating a lot of cash, which ones tend to pick up market share during recessions. Those are the types of names that you want to be in because if you’re in stuff where, well, you know 10 years from now it’s going to be a big market, you’re going to get absolutely murdered if you get into a recession,” Niles said.
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CoreWeave Inc (NASDAQ:CRWV)
Number of Hedge Fund Investors: N/A
Aswath Damodaran, NYU Stern School of Business, said in a latest program on CNBC that “buzzwords” like Nvidia or AI won’t help CoreWeave Inc (NASDAQ:CRWV) because the dynamics of AI trade have changed:
“It’s less about the company and more about where the AI trade is going from this point on. I mean, the way to think about it is, a year ago, if CoreWeave had gone public, the words AI and Nvidia would have been enough to carry it over the line. The fact that it’s not able to do it now is an indicator that the momentum of just trading based on the words or Nvidia are not working anymore. I think that’s healthy. I think it’s all, you know, when you just push up pricing based on buzzword, you’re asking for trouble. So maybe this coming down to reality is a good thing, but CoreWeave is going to be at the target of that coming down.”
Overall, CRWV ranks 10th on our list of stocks on analysts’ radar amid tariff turbulence. While we acknowledge the potential of CRWV, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than CRWV but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
