CRWV
CoreWeave, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for CoreWeave, Inc..
CoreWeave is a leading AI cloud infrastructure provider specializing in high-performance GPU clusters for generative AI and ML workloads. IPO'd March 2025, now ~$90/share with ~$45-47B market cap. Secured massive contracts (Microsoft, OpenAI, Meta) and $2B NVIDIA investment. $55B+ revenue backlog. Extreme volatility this week (~20% plunge then ~20% rebound) on AI capex fears. Earnings Feb 26 is key catalyst. Analyst target ~$127-131, but valuation and customer concentration risks persist.
Latest Coverage
Why CoreWeave Plunged Then Recovered This Week
Analyzes volatility tied to big tech AI capex signals; rebound after NVIDIA CEO comments; questions if massive spending benefits infra providers.
CRWV Surges ~20.5% After Sharp Intraday Plunge
Stock dropped ~20% early in week on AI spending concerns, then rebounded to ~$90 on heavy volume (~35M+ shares); ended week down only ~3.4%.
Prediction: CoreWeave Stock Will Double in 2026
Bullish case: Revenue to more than double on $55B+ backlog conversion; undervalued despite pullback; potential millionaire-maker if execution continues.
CoreWeave Announces Q4/FY2025 Earnings Date
Results and conference call set for February 26, 2026 at 5 PM ET; investors await updates on $55B+ backlog execution, capacity ramps, and guidance.
CRWV Stock Price Prediction: Will It Surpass Targets?
$55.6B backlog (doubled recently), $12B+ 2026 revenue potential; conservative targets ~$124-131, could reach $140-150+ with strong execution.
New Brand Vision & ARENA Launch
Introduced 'The Cloud Built for This Moment' branding and ARENA for enterprise AI testing; weighs NVIDIA backing against stretched valuation.
Company History
Key Players
Short interest data unavailable for CRWV.
