CRWV ▲ +2.2% - CoreWeave, Inc. $CRWV int Sell @ Redburn pt 54 shaky unit economics and doubts on pipeline conversion. Valuation is a DCF at 20% cost of equity and 6% cost of debt, with separate value for the inferencing business. Upside if GPU pricing holds, customers diversify, or financing gets cheaper. Downside if hyperscalers insource, GPU prices fall fast, or funding costs spike. CoreWeave rose 2.2% today despite a sell rating from Redburn Atlantic, which cited concerns about unit economics and uncertainty around pipeline conversion. The analyst's valuation model incorporates risks including potential hyperscaler competition and GPU price declines, balanced against upside scenarios if GPU pricing remains stable, customer concentration eases, or the company's cost of capital improves. 21-SEP-2026 05:33 AM ET