Price
$87.94-1.96%Social Signal Score
Analyst Ratings
31 analysts52-week range
- Last close
- $87.94
- Off 52w high
- -38.5%
- 200-day average
- $92.37
- vs 200-day
- -4.8%
Revenue
$2.58B+2119.88%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael N. Intrator
- Sector
- Technology
- Industry
- Software - Infrastructure
- Employees
- 2,189
- Beta
- 7.32
- Country
- US
- Piotroski score
- 2 / 9 (Weak)
- Altman Z-score
- 0.25
Financials
CRWV has only 11 quarterly periods on file — the charts below show the full history available.
Revenue
$2.58B+2119.9%Net Income
$-626.00MEBITDA
$76.00MFree Cash Flow
$-5.74BEPS (diluted)
$-1.14Shares Outstanding (diluted)
551.00M+36.5%Operating Expenses
$238.00MCash & Debt
$6.41BReturn of Capital
$0.00Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.13B | $-1.17B | $-2.75 |
| 2024 | $1.92B | $-863.45M | $-2.33 |
| 2023 | $228.94M | $-593.75M | $-1.47 |
| 2022 | $15.83M | $-31.05M | $-0.08 |
Valuation
CRWVhas no positive reported earnings per share, so an earnings-multiple projection can't be built for it. Companies are valued on other measures at this stage — revenue growth, cash burn, or book value — none of which this calculator models.
Signal Score (90d)
52+72.73%Social Signal Score
Mentions (100)
- Newsfool.com·1d ago·Positive
Is CoreWeave Stock a Buy Right Now? Revenue continues to grow at triple-digit percentages, and its valuation is low. The company's debt burden appears increasingly risky in an environment of rising interest rates.
View source ↗ - Newsdefenseworld.net·2d ago·Negative
CoreWeave’s Venturo sells 65,616 shares after RSU vesting (NASDAQ: CRWV) What happened CoreWeave, Inc. (NASDAQ: CRWV) director and Chief Strategy Officer Brian M. Venturo sold 65,616 shares on 09/30/2026. The shares fetched $87.69 each for about $5.75 million, and the filing says the sale was made to satisfy tax withholding obligations tied to vested restricted stock units. After the trade, Venturo held 302,526 shares directly,
View source ↗ - News (RSS)zerohedge·2d ago·Negative
…, Brookfield, Goldman Sachs and KKR to bring in more than $500 billion of outside money, and Jensen Huang said Nvidia holds an option to backstop $125 billion of it. CoreWeave remains the live experiment. In August it closed a $2.6 billion loan with a roughly five-year maturity against customer contracts that average about three years. Meta's Hyperion data center was financed with $27.3 billion of bonds through Blue Owl's Beignet vehicle, priced at 6.581 percent, rated A+, one notch below Meta, …
View source ↗ - Newsfool.com·2d ago·Positive
Where Will CoreWeave Stock Be in 5 Years? CoreWeave's $104 billion revenue backlog shows strong demand for its AI computing capacity. The company spent far more on property and equipment than it generated from operations last quarter.
View source ↗ - News (RSS)thestreet·3d ago·Neutral
BofA splits software into winners and losers as AI agents arrive CoreWeave, Datadog, and Oracle land on one side. Intuit, Paycom, and eight others land on the other.
View source ↗ - Newsproactiveinvestors.com·3d ago·Positive
CoreWeave capacity constraints bolster Jefferies bull case CoreWeave IncTesla shares rise as Q3 deliveries beat production can capture stronger near-term pricing as AI demand far exceeds supply, Jefferies wrote after attending the company's Fully Connected conference. Jefferies noted that discussions with executives, customers, and management pointed to broad-based demand and visibility into 2028.
View source ↗ - Newszacks.com·3d ago·Neutral
CRWV's Vera Rubin Push: Can AI Infrastructure Fuel Its Growth Engine? CoreWeave expands beyond GPUs with NVIDIA Vera and Vera Rubin, targeting agentic AI and inference workloads while deepening its infrastructure strategy.
View source ↗ - Newsfool.com·4d ago·Positive
Nebius vs. CoreWeave: Which Is the Better AI Stock to Own for the Next 5 Years? Nebius and CoreWeave are growing rapidly, but both are spending billions to build capacity. Debt and long-term leases add risk to each company's expansion.
View source ↗ - News (RSS)fool·4d ago·Neutral
Here Is What a $500 Investment in CoreWeave Could Be Worth by 2030 CoreWeave has huge growth potential, but it needs to work on its profitability.
View source ↗ - News (RSS)fool·4d ago·Positive
The Best IPO to Buy in 2026 Isn't What You Think. I'm Betting on CoreWeave. Nvidia's fresh investment could make the AI infrastructure stock CoreWeave the year's stealth winner.
View source ↗ - News (RSS)seekingalpha·4d ago·Neutral
CoreWeave: The Bond Market Remains Cautious
View source ↗ - Newszacks.com·4d ago·Neutral
Can CoreWeave's Partner Network and AI Deals Expand Its Reach? CRWV expands its AI cloud ecosystem with a new Partner Network and Ennoble Care deployment for clinical AI inference workloads.
View source ↗ - Newsfool.com·5d ago·Positive
The Best IPO to Buy in 2026 Isn't What You Think. I'm Betting on CoreWeave. CoreWeave's $104 billion revenue backlog and $25 billion in new commitments show deep demand for its AI computing capacity. Nvidia's has made a $2 billion investment into CoreWeave and given it early access to its Vera Rubin platform, providing it with a structural edge over its neocloud rivals.
View source ↗ - News247wallst.com·5d ago·Neutral
Nvidia Knows It Could Trigger a Credit Risk Shock and Collapse Markets Nvidia now guarantees financing for the AI customers buying its chips, and management openly admits some will call the arrangement circular. What happens to the stack when the weakest link cannot cover its interest bill?
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
CoreWeave: The Bond Market Remains Cautious CoreWeave carries $35.6 billion of debt principal, while its 2031 unsecured bond still implies a low-teens yield. The 2031 bond has barely deteriorated since December, suggesting persistently expensive credit rather than a developing liquidity crisis. Trailing net leverage approaches 6.8x, while first-half adjusted EBITDA covered cash debt interest by approximately 2.7x.
View source ↗ - Newsglobenewswire.com·5d ago·Neutral
NOTICE: Investors in CoreWeave, Inc. (NASDAQ: CRWV) shares are encouraged to contact the Shareholders Foundation in connection with Lawsuit A lawsuit is currently pending for certain investors in CoreWeave, Inc. shares. Investors in NASDAQ: CRWV shares should contact the Shareholders Foundation
View source ↗ - News (RSS)investing·5d ago·Neutral
CoreWeave to add Nvidia Vera CPU to its cloud compute portfolio
View source ↗ - Newsbusinessinsider.com·5d ago·Neutral
CoreWeave's CEO says data center backlash isn't scaring off AI giants CoreWeave CEO Michael Intrator isn't concerned about the data center backlash. Intrator said the moratoriums and regulations ultimately mean the facilities will be built elsewhere.
View source ↗ - Newsyoutube.com·5d ago·Neutral
CoreWeave CEO on New AI Products, Computing Demand CoreWeave CEO Michael Intrator discusses the launch of Forge, a new suite of development tools designed to help clients train and improve AI models, as the company seeks to broaden its offerings beyond the “neocloud” label. He speaks with Ed Ludlow on "Bloomberg Tech" during the company's first large-scale user conference in San Francisco.
View source ↗ - Newsyoutube.com·5d ago·Positive
CoreWeave CEO Mike Intrator: Regulations around data centers are not going to reduce demand CoreWeave CEO Mike Intrator joins 'Squawk on the Street' to discuss the future construction of AI data centers, Nvidia's involvement, and more.
View source ↗ - Newsbarrons.com·6d ago·Neutral
CoreWeave or Nebius? Here's How to Play Neocloud Stocks. CoreWeave stock or Nebius is a raging debate in the neocloud sector. William Blair analysts have a solution.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
CoreWeave: Pricing Increases Aren't Denting Unmatched Backlog Growth CoreWeave remains a buy despite recent volatility and a ~30% YTD decline, presenting a value opportunity. CRWV's ARR and backlog have expanded significantly, providing resilience against potential AI industry slowdowns. Recent guidance increases have not been fully priced in, offering investors a discount entry point.
View source ↗ - Newsbenzinga.com·6d ago·Neutral
Why CoreWeave's Bounce Looks Different This Time CoreWeave Inc. (NASDAQ:CRWV) shares are trading higher Tuesday, bouncing off a support level the stock has now tested twice, a pattern that looks constructive even though one detail suggests some caution is warranted. Here's what you should know.
View source ↗ - Newsinvezz.com·6d ago·Negative
CoreWeave and Nebius stocks in a bear market as AI bubble risk persists CoreWeave and Nebius stocks are still in a bear market as AI bubble fears remain. CRWV was trading at $86.65 on Tuesday, down by 53% from its all-time high.
View source ↗ - News (RSS)fool·7d ago·Positive
CoreWeave Just Gave Investors Multiple Reasons to Remain Bullish on Its Stock The company says demand is strong and it's been raising prices.
View source ↗ - News (RSS)seekingalpha·7d ago·Negative
CoreWeave: Selling Compute Remains Highly Profitable Despite Heavy CapEx And Debt
View source ↗ - Newsseekingalpha.com·7d ago·Neutral
…eavy CapEx And Debt CoreWeave is rated Buy, with Q2 results showing scale, margin inflection, and a $104.2B backlog amid ongoing hyperscaler demand exceeding supply. CRWV's asset-level debt is structured against contracted revenue, with most capacity pre-sold and debt repaid within initial contract terms, reducing long-term risk. Revenue guidance was raised to $12.4–$13.2B for 2026, with a year-end exit run rate of $18.5–$19.5B and adjusted EBITDA margins at 59%.
View source ↗ - News (RSS)seekingalpha·8d ago·Positive
CoreWeave: Opportunity Is Back As The Market Blinks (Rating Upgrade)
View source ↗ - Newsseekingalpha.com·9d ago·Neutral
… CoreWeave investors a shoutout, despite the market's skepticism. AI compute rental pricing has stayed robust amid a large-scale infrastructure buildout opportunity. CRWV's heavy debt load and reliance on GPU financing pose risks, especially if bond yields and credit risks remain elevated and refuse to reverse downward. Despite recent negative headlines about potential project delays, CRWV's execution hasn't slowed down.
View source ↗ - News (RSS)thestreet·9d ago·Neutral
UBS makes bold call as CoreWeave faces $35 billion problem UBS challenges Wall Street's biggest CoreWeave concern.
View source ↗ - News (RSS)seekingalpha·9d ago·Positive
Notable analyst calls this week: Nike, Microsoft and CoreWeave among top picks
View source ↗ - News (RSS)zerohedge·11d ago·Neutral
… stake in Situational Awareness, its own book, which tends to, cough, be just ahead of whale and retail orders, leaned into the same momentum names: Sandisk, Micron, CoreWeave, Broadcom, SMCI, Dell and Bloom Energy, all the names that defined the momentum trade trough July. And when the AI trade reversed, it lost $15 billion in a month. Most firms wouldn't survive a hit like that. At Jane Street it barely dented the year: by early August the firm had generated $40 billion in net trading revenue,…
View source ↗ - News (RSS)fool·11d ago·Positive
Most Investors Are Chasing Flashy IPOs. CoreWeave Is the One I Predict Will Outperform by 2028. CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.
View source ↗ - News (RSS)fool·11d ago·Neutral
CoreWeave vs. QuantumScape: Which Stock Is a Better Investment, the AI Giant or the EV Battery Upstart? CoreWeave is profitable-adjacent but debt-heavy with customer concentration risk; QuantumScape has zero revenue but fortress-like balance sheet strength.
View source ↗ - Newsbarrons.com·11d ago·Positive
CoreWeave and Nebius Score Upgrades Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.
View source ↗ - Newsfool.com·11d ago·Neutral
Most Investors Are Chasing Flashy IPOs. CoreWeave Is the One I Predict Will Outperform by 2028. CoreWeave is expanding beyond cloud rental into inference, agentic AI, and enterprise services through its Weights & Biases integration and Physical AI Field Engineering program. Its customer base now spans AI labs, hyperscalers, and enterprises like Meta, Caterpillar, and Bentley Systems, backed by a $104 billion revenue backlog.
View source ↗ - Newszacks.com·11d ago·Neutral
CRWV's Harell Data Partnership Expands Its AI Training Opportunities CoreWeave's Harell Data partnership brings proprietary datasets and AI infrastructure together, opening another potential growth avenue amid fierce cloud competition.
View source ↗ - Newsbenzinga.com·11d ago·Negative
CoreWeave Wants Shorter Contracts — And JPMorgan Thinks That Could Mean Higher Margins CoreWeave, Inc. (NASDAQ:CRWV) is finding a counterintuitive way to improve its economics: sell AI computing capacity for shorter periods. JPMorgan analyst Samik Chatterjee argues that customers are increasingly willing to pay premium prices for near-term access to scarce computing power.
View source ↗ - Newsbusinesswire.com·12d ago·Neutral
…Weave Becomes the Only Provider to Earn SemiAnalysis' Platinum ClusterMAX™ Rating Three Consecutive Times LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that it has earned SemiAnalysis' Platinum ClusterMAX™ rating for a third consecutive time, making it the only cloud provider to achieve the industry's highest distinction in all three ClusterMAX evaluations to date. The recognition reaffirms CoreWeave's position as the leading AI c…
View source ↗ - News (RSS)yahoo·12d ago·Positive
CoreWeave gets 'buy' rating from UBS as AI compute demand strengthens
View source ↗ - News (RSS)investing·12d ago·Neutral
Why is CoreWeave stock gaining today?
View source ↗ - News (RSS)marketwatch·12d ago·Negative
Why CoreWeave’s beaten-down stock could be due for a major comeback CoreWeave shares have tumbled almost 40% from their May highs as debt fears spooked investors. But one analyst believes the selloff has been overblown.
View source ↗ - News247wallst.com·12d ago·Neutral
CoreWeave Stock Has a Massive AI Catalyst. We See 94% Upside CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
View source ↗ - Newsmarketwatch.com·13d ago·Negative
Why CoreWeave's beaten-down stock could be due for a major comeback CoreWeave shares have tumbled almost 40% from their May highs as debt fears spooked investors. But one analyst believes the selloff has been overblown.
View source ↗ - News (RSS)zerohedge·13d ago·Neutral
…o Darth Griffin over at Citadel. Then, barely six weeks later, CNBC reported that Situational Awareness was back, this time buying options tied to AMD, Bloom Energy, CoreWeave, SK Hynix, SanDisk and the Roundhill Memory ETF. The media slobbered over these options buys like it wasn’t the exact same thing a million 19 year olds do on their Robinhood app and post to r/WallStreetBets every day. In my piece, I noted that maybe Aschenbrenner really is brilliant about AI, but understanding scaling laws…
View source ↗ - News (RSS)yahoo·13d ago·Negative
Rothschild Redburn starts CoreWeave at Sell with $54 target
View source ↗ - News247wallst.com·13d ago·Neutral
CoreWeave Vs. Nebius: One is Much More Exposed to The Looming Neocloud Threat CoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.
View source ↗ - News (RSS)yahoo·14d ago·Neutral
CoreWeave vs. D-Wave Quantum: Is the AI Giant or the Quantum Computer Upstart the Better Stock Investment?
View source ↗ - News (RSS)yahoo·14d ago·Positive
Down 53%, Should You Still Buy CoreWeave's (CRWV) Stock?
View source ↗ - Newsfool.com·14d ago·Positive
Better AI Data Center Stock: Nebius vs. CoreWeave Nebius and CoreWeave are both generating explosive growth. Both stocks look undervalued relative to their long-term growth potential.
View source ↗ - News247wallst.com·14d ago·Negative
Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices Rothschild Redburn opened bearish coverage on two of the market's most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave.
View source ↗ - Newsinvezz.com·14d ago·Neutral
CoreWeave stock jumps, but a risky pattern points to a reversal CoreWeave stock jumped by over 6% on Monday as investors rotated back to companies in the artificial intelligence industry. CRWV jumped to $86.57, up modestly from last week's low of $78.
View source ↗ - News (RSS)seekingalpha·14d ago·Negative
CoreWeave - Much Much More Underperformance To Come
View source ↗ - Newszacks.com·14d ago·Positive
Nebius vs. CoreWeave: Which AI Cloud Stock Is the Better Buy? NBIS and CRWV are scaling AI cloud capacity, with rapid growth, rising demand, margin expansion and major capital spending shaping the comparison.
View source ↗ - News (RSS)seekingalpha·15d ago·Neutral
CoreWeave: The Economics Are Starting To Change
View source ↗ - 4chan /biz/biz·15d ago·Neutral
>>62709653 Imagine the circular financing of Nvidia and Coreweave. Then imagine that taken to a next level of incest by Nvidia and Coreweave just being the same company.
View source ↗ - Newsseekingalpha.com·15d ago·Positive
CoreWeave: The Economics Are Starting To Change CoreWeave's $40 million annualized revenue per MW signals powerful scarcity pricing, while newer contracts are generating stronger contribution margins. CoreWeave is expanding beyond GPU rentals, with non GPU products exceeding $400 million ARR and managed inference surpassing $100 million. The balance sheet remains the central risk, with $35.6 billion of debt and 2026 capex expected at $35 billion to $39 billion.
View source ↗ - News (RSS)yahoo·15d ago·Neutral
CoreWeave Rises After Going Live With Vera Rubin Racks. What This Means for CRWV Stock.
View source ↗ - News (RSS)yahoo·16d ago·Neutral
CoreWeave (CRWV) Is Charging More for AI Compute, and Customers Keep Paying
View source ↗ - Newsfool.com·16d ago·Neutral
The Unexpected Rival Threatening to Shake Up CoreWeave's Market Iren is taking a thoughtful and gradual approach to grow AI infrastructure. It uses Bitcoin mining revenue to invest in AI cloud expansion.
View source ↗ - News (RSS)marketwatch·17d ago·Positive
Two signs investors don’t have to fear an AI slowdown Neocloud companies CoreWeave and Nebius are signaling strong demand and rising prices for AI chips.
View source ↗ - News (RSS)seekingalpha·17d ago·Positive
CoreWeave: Don't Be Tempted By The Impressive Growth (Rating Upgrade)
View source ↗ - Newszacks.com·17d ago·Positive
Can CoreWeave Turn Its $104.2B Backlog Into Sustained Growth? CRWV's $104.2B backlog and surging AI demand support strong growth visibility, but heavy capex, rising interest costs and execution remain key tests.
View source ↗ - Newsbusinesswire.com·18d ago·Negative
CoreWeave Prices Upsized $3.7 Billion Convertible Senior Notes Offering LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV) (“CoreWeave”) announced today the pricing of its private offering of $3.7 billion aggregate principal amount of its 2.875% convertible senior notes due 2033 (the “Notes”). The offering was upsized from the previously announced offering of $3.0 billion aggregate principal amount of Notes. The issuance and sale of the Notes are scheduled to settle on September 2…
View source ↗ - Newsbenzinga.com·18d ago·Neutral
CoreWeave Becomes First to Deploy Vera Rubin — Here's What Else Happened This Week CoreWeave Inc. (NASDAQ:CRWV) shares are trending Friday after a busy week that included a new AI cluster deployment, a major data center lease and a large capital raise.
View source ↗ - News (RSS)economictimes·18d ago·Negative
Why CoreWeave is raising $3 billion; stock falls over 4% CoreWeave shares fell after the AI cloud company announced a $3 billion convertible notes offering and plans to sell up to 35 million Class A shares, as its rapid infrastructure expansion drives substantial funding requirements.
View source ↗ - News (RSS)investing·18d ago·Positive
Cathie Wood’s ARK adds CoreWeave stock, trims Brera Holdings
View source ↗ - News (RSS)fool·18d ago·Neutral
Stock Market Today, Sept. 17: CoreWeave Falls on Convertible Debt and Share Sale Announcement Today, Sept. 17, 2026, the GPU infrastructure provider's stock dropped 4.16% after announcing a $3 billion convertible offering and equity program.
View source ↗ - Newsfool.com·18d ago·Neutral
Why CoreWeave Stock Dived by More Than 5% Today These consist of an at-the-market share sale and a flotation of convertible notes. The former's upper limit is 35 million shares, while the notes are expected to generate gross proceeds of $3 billion.
View source ↗ - Newsfool.com·18d ago·Neutral
Stock Market Today, Sept. 17: CoreWeave Falls on Convertible Debt and Share Sale Announcement Today, Sept. 17, 2026, the GPU infrastructure provider's stock dropped 4.16% after announcing a $3 billion convertible offering and equity program.
View source ↗ - 4chan /biz/biz·18d ago·Negative
>>62700461 i was about to kill myself when i saw the price when i woke up. i was all in on NBIZ lmao. thank f****** god for CRWV for letting me sell NBIZ with a good profit into NBIL THANK GOD FOR CRWV DUMPING, THAT PIECE OF S***
View source ↗ - News (RSS)economictimes·18d ago·Negative
CoreWeave launches $3 billion convertible debt sale CoreWeave is set to secure $3 billion via convertible debt offerings to significantly enhance its artificial intelligence infrastructure. In conjunction with this, they have initiated an at-the-market stock sale program to generate extra capital. This strategic move is pivotal in strengthening their credit profile and sustaining operations, underscoring the growing financial demands within the AI industry.
View source ↗ - News (RSS)channelnewsasia·18d ago·Neutral
CoreWeave launches $3 billion convertible debt sale
View source ↗ - Newszacks.com·18d ago·Neutral
CoreWeave's Rubin Deployment Broadens Its Next-Gen AI Cloud Offering CoreWeave deployed Vera Rubin NVL72 clusters, expanding its next-gen AI platform as heavy capex and rising interest costs raise execution stakes.
View source ↗ - Newszacks.com·18d ago·Neutral
CoreWeave Falls 17.4% in 3 Months as Funding Risks Test AI Growth CoreWeave's backlog and revenue are surging, but heavy capex, rising interest costs and customer concentration keep pressure on the growth story.
View source ↗ - Newszacks.com·18d ago·Neutral
Is CoreWeave Worth Buying as AI Growth Meets Heavy Funding Risks? CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.
View source ↗ - News (RSS)seekingalpha·18d ago·Neutral
CoreWeave: The Revenue Backlog Growth Outpaces The Fear
View source ↗ - News247wallst.com·18d ago·Negative
Why CoreWeave Is Tumbling Hard While the Market Is Soaring Shares of CoreWeave (NASDAQ:CRWV) are down 3.5% in midday trading, changing hands near $80 while the broader tape rallies. The S&P 500 ETF SPY is up 0.9% in the same session, sharpening the underperformance.
View source ↗ - Newsbarrons.com·18d ago·Neutral
Why CoreWeave Stock Is Slumping on a Good Day for AI Plays CoreWeave stock was dropping as other AI infrastructure companies gained, as shareholders digested its financing plans.
View source ↗ - Newsinvezz.com·18d ago·Positive
CoreWeave stock sinks on debt offering: buy the dip? CoreWeave (CRWV) shares opened in the red on September 17 after the artificial intelligence (AI) infrastructure giant said it plans on raising fresh capital via a debt offering. In its press release, CRWV management signalled a private offering of $3 billion in "convertible" senior notes due 2033, featuring an option for initial investors to purchase up to an additional $500 million in aggregate principal.
View source ↗ - News247wallst.com·18d ago·Positive
CoreWeave is in the News Because of Nvidia Again: Do You Buy It? CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.
View source ↗ - Newsreuters.com·19d ago·Neutral
CoreWeave launches $3 billion convertible debt sale Nvidia-backed CoreWeave said on Thursday it plans to raise $3 billion through a convertible debt offering, highlighting the massive funding needs to support the AI infrastructure buildout.
View source ↗ - Newsseekingalpha.com·19d ago·Neutral
CoreWeave: The Revenue Backlog Growth Outpaces The Fear CoreWeave (CRWV) has declined 30% over the past year and 17% since my last coverage, underperforming the benchmark. I remain bullish on CRWV, viewing the AI narrative as revolutionary and the company positioned at its forefront. Institutional demand for CRWV remains strong, despite a notable 12% short interest.
View source ↗ - Newsbarrons.com·19d ago·Positive
Nebius Stock, CoreWeave Jump. AI Neoclouds Are Flexing Their Pricing Power. Nebius stock was rising alongside CoreWeave and IREN on the latest prices for renting AI chips.
View source ↗ - Newsbusinesswire.com·19d ago·Negative
CoreWeave Continues to Contract New Compute Capacity at Higher Prices LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV) today announced that since June 30, 2026, CoreWeave has continued to contract new compute capacity at higher prices. In the third quarter of 2026, CoreWeave has signed short-dated customer contracts of approximately three to six months, with pricing of approximately $40 million per megawatt, calculated as annualized revenue divided by power required to service t…
View source ↗ - Newsbusinesswire.com·19d ago·Negative
CoreWeave Announces At-the-Market Offering Program LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV) today announced the establishment of an at-the-market offering program (the “ATM program”) under which it may offer and, if applicable, sell up to 35,000,000 shares of Class A common stock from time to time through Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Jefferies LLC, Morgan Stanley & Co. LLC, MUFG Securities Americas Inc., Citigroup Gl…
View source ↗ - Newsbusinesswire.com·19d ago·Neutral
CoreWeave Announces Proposed $3.0 Billion Convertible Senior Notes Offering LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV) (“CoreWeave”) today announced its intention to offer, subject to market and other conditions, $3.0 billion aggregate principal amount of its convertible senior notes due 2033 (the “Notes”) in a private offering. CoreWeave also intends to grant the initial purchasers of the Notes an option to purchase, for settlement within a 13-day period beginning on, and…
View source ↗ - News (RSS)seekingalpha·19d ago·Neutral
CoreWeave Needs To Pull A Rabbit Out Of A Hat For This To Work
View source ↗ - News (RSS)seekingalpha·19d ago·Neutral
CoreWeave: The Fed Just Made This Much Worse
View source ↗ - Newsinvezz.com·19d ago·Neutral
CoreWeave stock gains as Nvidia Rubin cluster boosts AI cloud capacity CoreWeave Inc. (CRWV) stock gained on Wednesday after the AI cloud-computing company said it had brought up a multi-rack Nvidia Vera Rubin NVL72 cluster on CoreWeave Cloud. The setup connects hundreds of Nvidia Rubin graphics processing units (GPUs) into a single system, allowing customers to run training and inference workloads across multiple racks.
View source ↗ - News (RSS)seekingalpha·19d ago·Neutral
Blockfusion inks 15-year anchor lease with CoreWeave at Niagara Falls AI campus
View source ↗ - Newsglobenewswire.com·20d ago·Negative
…nnounced that its wholly owned subsidiary, North East Data, LLC, has entered into a definitive anchor lease (the "Lease") with CoreWeave, Inc. ("CoreWeave") (Nasdaq: CRWV), The Essential Cloud for AI™, for capacity at Blockfusion's Niagara Falls, New York campus, together with a companion expansion agreement (the "Expansion Agreement").
View source ↗ - 4chan /biz/biz·20d ago·Neutral
CoreWeave NGMI
View source ↗ - News (RSS)fool·20d ago·Negative
Cerebras Systems vs. CoreWeave: Choosing the Better Artificial Intelligence Stock for 2026 One profitable hardware maker with a negative cash burn versus a hypergrowth cloud provider drowning in red ink, both betting on AI infrastructure dominance.
View source ↗ - Newszacks.com·20d ago·Positive
Will CoreWeave's Margins Continue Expanding Through 2026? CRWV's rising margins, stronger contract economics and higher-margin offerings point to continued operating leverage through 2026.
View source ↗ - News (RSS)fool·21d ago·Negative
CoreWeave Delivers Fantastic News for Nvidia Stock Investors Demand might fall in the future, but shortages remain for now.
View source ↗ - News (RSS)fool·21d ago·Neutral
CoreWeave's CEO Just Gave Investors Great News Business continues to be booming for CoreWeave, as demand isn't slowing.
View source ↗ - News (RSS)yahoo·21d ago·Neutral
Rumble Soars 10% on Report Anthropic Is the $13.7B Compute Customer; CoreWeave and Nebius Drop 9%
View source ↗ - News (RSS)zerohedge·21d ago·Neutral
…%, Microsoft +0.3%, Tesla -1.5%) Chipmakers and other artificial intelligence-related firms slide. Decliners include Intel (INTC) -6%, Micron (MU) -5% and CoreWeave (CRWV) -7%. Baldwin Insurance (BWIN) gains 6% after the Financial Times reported that billionaire Michael Dell’s family office is nearing a deal to acquire the insurance brokerage firm. Corning (GLW) falls 9% after entering into a $2 billion equity distribution agreement with Goldman Sachs. Definium Therapeutics (DFTX) rises 16% afte…
View source ↗ - Newsschaeffersresearch.com·21d ago·Negative
CoreWeave Stock Sells Off After Anthropic CEO AI Warning CoreWeave (NASDAQ:CRWV) is leading AI infrastructure stocks lower this morning, last seen down 8.4% at $82.69.
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Earnings
Mon, Nov 9(in 5 weeks)
Consensus estimate $-1.26 per share
Typical surprise -14.0% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 11$-1.03 vs $-1.21beat
- Thu, May 7$-1.11 vs $-0.92miss
- Thu, Feb 26$-0.56 vs $-0.50miss
- Mon, Nov 10$-0.08 vs $-0.40beat
- Tue, Aug 12$-0.27 vs $-0.23miss
- Wed, May 14$-0.60 vs $-0.12miss
Estimates and results for CRWV via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q2
Management and analyst remarks, with per-speaker sentiment.
- Investor RelationsInvestor Relations / Host+0.00
Thank you. Good afternoon, and welcome to CoreWeave's Second Quarter 2026 Earnings Conference Call. Joining the call today to discuss our results are Mike Intrator, CEO; and Nitin Agrawal, CFO. Before we get started, I would like to take this opportunity to remind you that our remarks today will include forward-looking statements. Actual results may differ materially from those contemplated by the…
- Michael IntratorCEO+0.90
Good afternoon, everyone, and thank you for joining us. Q2 was an exceptional quarter for CoreWeave. We outperformed our plan across the board with the operating leverage we have been building beginning to show up clearly in our results. Extraordinary execution across the organization drove record financial performance, rapid capacity growth, broadening customer demand and continued platform innov…
- Nitin AgrawalCFO+0.80
Thanks, Mike, and good afternoon, everyone. Q2 was an exceptional quarter for CoreWeave marked by intense customer demand, significant ramp of our active capacity and continued execution against our product and financing roadmaps. Perhaps most importantly, Q2 marked the quarter in which we saw margins inflect, expanding sequentially as we had discussed over the past several quarters. Before diving…
- Samik ChatterjeeAnalyst (JPMorgan)+0.20
Congrats on a strong overall print here. Maybe just a couple of topics. One, you did mention the renewal opportunity with shorter-term contracts as some of the older contracts come off expiration to leverage sort of the pricing that we are seeing in the market. Can you just help us think through as you engage in some of that discussion with customers, what you're finding in terms of typical custom…
- Michael IntratorCEO+0.90
Thank you for the question and excited to spend a little bit of time with you talking about what was a truly outstanding quarter for the company across our infrastructure, across our software, across our solutions, across our sales and contracts with new clients and existing clients. Yes, one of the most exciting components of what we are beginning to understand, what we believe the market is prov…
- Nitin AgrawalCFO+0.60
Yes. In terms of the capacity that's coming up for renewal, Samik, it is a very limited part of our fleet. And the ASPs on the older generation remain higher or at levels that we've seen about a year ago. The second part of the piece that is very interesting in our business is as these fleets come off maturity, it allows us to have a great product in terms of managed inference to serve our custome…
- Brad ZelnickAnalyst (Deutsche Bank)+0.20
Great. Congrats on the strong execution. My first question, I wanted to ask about your managed inference offering, which is off to a really strong start. What are your initial learnings? And what are the factors that inform your thinking on allocating capacity to it going forward versus your traditional take-or-pay deals? And I have a follow-up to that as well.…
- Michael IntratorCEO+0.80
Yes. Thank you for the compliment. It really was a great quarter for us. We're very excited about it. Look, when we think about our offering, we really think about it holistically and we have made enormous strides through the last several years to focus on building scale through these long-term take-or-pay contracts. As we've hit hyperscale, we understand that we are going to need to broaden our o…
Excerpts from CRWV's 2026Q2earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by CRWV officers and directors.
- Bought
- —
- Sold
- $135.8m
0 trades
59 trades
- Venturo Brian Msold
- Mcveety Kristen Jsold
- Mcbee Branninsold
- Jain Sachinsold
- Intrator Michael Nsold
- Goldberg Chensold
- Baker Jeffsold
- Agrawal Nitinsold
41 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Cleo Fieldshouse · LA06 · disclosed Dec 18, 2025 (7d later)Sell$15,001 - $50,000
- Cleo Fieldshouse · LA06 · disclosed Oct 31, 2025 (21d later)Buy$1,001 - $15,000
- Cleo Fieldshouse · LA06 · disclosed Oct 31, 2025 (22d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (98d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
