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HSBC maintains "reduce" rating on CoreWeave, warns multi-billion dollar investment could "destroy value"
HSBC maintained its "Reduce" rating on CoreWeave with a price target of $39, implying a 36% downside. The bank estimates CoreWeave's return on invested capital (ROIC) for 2026-2030 at 8.9%, which is below its borrowing costs. Given CoreWeave's over $51 billion in debt and slowing AI revenue growth, HSBC warned that further investments could destroy shareholder value.
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