CoreWeave is executing a debt-fueled hypergrowth strategy, with revenue surging 112.3% YoY to $2.6B in 2026Q2, driven by massive AI infrastructure build-out. However, this growth is accompanied by severe balance sheet strain, as debt-to-equity reached 10.27 an...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains exceptional at 112.3% YoY in 2026Q2, but gross margin compression from 75.6% in 2024Q4 to 65.9% and persistent net losses of -$626M indicate pricing normalization and strained profitability.
CoreWeave is trusted by top AI labs like OpenAI and Mistral AI, as well as global giants like IBM, indicating strong industry validation and growth potential.
With a $99.4B backlog, CoreWeave has significant future revenue visibility, supporting long-term growth projections.
Wall Street analysts project a 12-month price target of $129.63 (+28.9% upside) and a 2030 base case of $783.29, reflecting strong bullish sentiment.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 11, 2026 | -$1.03+14.9% vs -$1.21 | $2.6B+0.8% vs $2.6B |
Q2 2026 May 7, 2026 | -$1.11-20.7% vs -$0.92 | $2.1B+5.5% vs $2.0B |
Q1 2026 Feb 26, 2026 | -$0.56-11.7% vs -$0.50 | $1.6B+1.5% vs $1.5B |
Q4 2025 Nov 10, 2025 | -$0.08+79.7% vs -$0.40 | $1.4B+6.1% vs $1.3B |
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.
CoreWeave (CRWV) unveiled a batch of products and customer wins at its Fully Connected conference, led by the availability of Nvidia's (NVDA) Vera Rubin NVL72 s
Nebius and CoreWeave are both generating explosive growth. Both stocks look undervalued relative to their long-term growth potential.
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.
Benchmark CRWV against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CoreWeave, Inc. Class A Common Stock (CRWV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $89.62 | $48.89B | -31.89 | 167.88% | -22.74% | -79.89% | 0.07% | |
| $0.17 | $16.14M | -0.04 | -4.27% | -71.03% | -90.63% | — | |
| $233.95 | $5.67T | 47.74 | 65.47% | 63.66% | 110.11% | — | |
| $251.52 | $2.71T | 35.08 | 12.38% | 17.44% | 30.5% | — | |
| $517.53 | $3.84T | 28.83 | 17.79% | 40.31% | 33.22% | — | |
| $343.50 | $4.16T | 31.78 | 15.13% | 54.77% | 50.84% | — |
CoreWeave, Inc. Class A Common Stock (CRWV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
CoreWeave, Inc. Class A Common Stock (CRWV) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Aug 10, 2026·SEC
Jun 18, 2026·SEC
Mar 2, 2026·SEC
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CoreWeave, Inc. Class A Common Stock (CRWV) stock FAQ — growth, dividends, profitability & financials explained
CoreWeave, Inc. Class A Common Stock (CRWV) reported $7.59B in revenue for fiscal year 2025. This represents a 3215% increase from $228.9M in 2023.
CoreWeave, Inc. Class A Common Stock (CRWV) grew revenue by 167.9% over the past year. This is strong growth.
CoreWeave, Inc. Class A Common Stock (CRWV) reported a net loss of $1.93B for fiscal year 2025.
CoreWeave, Inc. Class A Common Stock (CRWV) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
CoreWeave, Inc. Class A Common Stock (CRWV) has a return on equity (ROE) of -79.9%. Negative ROE indicates the company is unprofitable.
CoreWeave, Inc. Class A Common Stock (CRWV) had negative free cash flow of $13.65B in fiscal year 2025, likely due to heavy capital investments.
