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CoreWeave, Inc.NasdaqGS:CRWV Stock Report

Market Cap US$62.3b
Share Price
US$114.15
US$70
63.1% overvalued intrinsic discount
1Y95.2%
7D-9.0%
Portfolio Value
View

CoreWeave, Inc.

NasdaqGS:CRWV Stock Report

Market Cap: US$62.3b

CRWV Community Fair Values

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Software opportunity

CoreWeave, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for CoreWeave
Historical stock prices
Current Share PriceUS$114.15
52 Week HighUS$187.00
52 Week LowUS$52.90
Beta0
1 Month Change11.91%
3 Month Change20.02%
1 Year Change95.16%
3 Year Changen/a
5 Year Changen/a
Change since IPO185.38%

Recent News & Updates

Seeking Alpha May 06

CoreWeave Q1 Earnings Preview: Punished Or Praised? (Rating Downgrade)

Summary CoreWeave, Inc. reports its Q1 print this Thursday, and two things are in focus post-78% YTD run: FY26 guidance revisions and CapEx outlook. We're expecting a for sure raise to FY26 outlook from $12B-$13B following the three deals announced in April, and still see upside on the Vera Rubin ramp in Q3. That said, we worry that upward CapEx revisions will precede a strong enough Q2 outlook and spook investors after the intra-quarter run. We see green shoots for upside surprise, but believe the timing of recognizing backlog conversion to revenue remains a wildcard. We're, hence, downgrading CRWV stock from Strong Buy for the current quarter. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 06

CoreWeave Q1 Earnings Preview: Punished Or Praised? (Rating Downgrade)

Summary CoreWeave, Inc. reports its Q1 print this Thursday, and two things are in focus post-78% YTD run: FY26 guidance revisions and CapEx outlook. We're expecting a for sure raise to FY26 outlook from $12B-$13B following the three deals announced in April, and still see upside on the Vera Rubin ramp in Q3. That said, we worry that upward CapEx revisions will precede a strong enough Q2 outlook and spook investors after the intra-quarter run. We see green shoots for upside surprise, but believe the timing of recognizing backlog conversion to revenue remains a wildcard. We're, hence, downgrading CRWV stock from Strong Buy for the current quarter. Read the full article on Seeking Alpha
New Narrative Apr 20

Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model

Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model I’ve been looking into the business model of CRWV and its reliance on high-leverage hardware acquisition. Here’s a breakdown of why the current trajectory might face significant structural headwinds compared to established players.
Analysis Article Jan 16

CoreWeave, Inc. (NASDAQ:CRWV) Stocks Shoot Up 37% But Its P/S Still Looks Reasonable

Those holding CoreWeave, Inc. ( NASDAQ:CRWV ) shares would be relieved that the share price has rebounded 37% in the...
Analysis Article Nov 30

Why We're Not Concerned Yet About CoreWeave, Inc.'s (NASDAQ:CRWV) 44% Share Price Plunge

CoreWeave, Inc. ( NASDAQ:CRWV ) shares have had a horrible month, losing 44% after a relatively good period beforehand...
Seeking Alpha Apr 24

CoreWeave: IPO Stumble Out Of Nasdaq Rodeo Chute May Be An Opportunity

Summary CoreWeave's stock movement is linked to OpenAI's $40B funding from SoftBank and new AI benchmarks with Nvidia chips. Despite current market setbacks, the AI bull market remains intact, with CoreWeave benefiting from AI sector positioning. CoreWeave's IPO debut at $40 per share, backed by Nvidia, offers a long-term bullish outlook despite short-term volatility. Private equity's impact on IPOs has diminished retail investor success, but CoreWeave's smart management and discounted entry price present opportunities. Read the full article on Seeking Alpha
Seeking Alpha Apr 16

CoreWeave: Weak IPO But Growth Ahead

Summary CoreWeave's IPO was underwhelming, but that doesn't reflect the company's fundamentals. CoreWeave's rapid growth in the GPU-as-a-Service market, driven by AI demand, led to significant revenue increases but also high capital expenditures and debt. The company's financial metrics show strong revenue growth but negative free cash flow, due to heavy capital expenditures, necessitating further capital raising. But I think that the market overestimates the risks associated with the company's debt load. My valuation analysis suggests CoreWeave is undervalued, with a fair value estimate of $92 per share, making it an attractive investment, despite high volatility and risks. Read the full article on Seeking Alpha
Seeking Alpha Apr 09

CoreWeave's Moat Is Just Starting

Summary CoreWeave’s revenue skyrocketed from $16M in 2022 to $1.98B in 2024, signaling AI-driven hyperscale momentum. 70%+ of revenue comes from multiyear, fixed-term contracts, securing $15.1B in future commitments through 2028. CoreWeave's high EV/Sales is justified by contracted revenue, infrastructure leverage, and forward EBITDA potential exceeding $1.5B by 2026. CoreWeave’s CapEx-heavy model depends on debt and GPU commitments, exposing it to refinancing risk and shifting AI infrastructure demands. Read the full article on Seeking Alpha
Seeking Alpha Mar 28

CoreWeave: Rent Is Going Up, Get Out Now

Summary CoreWeave, Inc., the cloud computing start-up that rents out Nvidia’s GPUs as a service, is hitting the stock market today, and we think it's gonna crash. While in theory, the idea of renting Nvidia GPUs is nice, in practice, it's a recipe for disaster. CoreWeave sits on 250,000 GPUs from last season's Hopper, which is already outdated with Blackwell and will become ancient next year. This means that rent price will get seriously squeezed on these GPUs and CoreWeave which already is sitting on massive debt will struggle way more to see profit. Not mention, Microsoft which accounted for 62% of CoreWeave's 2024 revenue, is rumored to be pulling back on agreements. Read the full article on Seeking Alpha

Shareholder Returns

CRWVUS ITUS Market
7D-9.0%-1.2%2.2%
1Y95.2%0.2%31.1%

Return vs Industry: CRWV exceeded the US IT industry which returned 0.2% over the past year.

Return vs Market: CRWV exceeded the US Market which returned 31.1% over the past year.

Price Volatility

Is CRWV's price volatile compared to industry and market?
CRWV volatility
CRWV Average Weekly Movement13.1%
IT Industry Average Movement10.7%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: CRWV's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: CRWV's weekly volatility (13%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
20172,189Mike Intratorwww.coreweave.com

CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale. It also offers data and storage solutions, such as Local Object Transport Accelerator; infrastructure control solutions, including CoreWeave Kubernetes service; mission control services, including node, rack, and fleet lifecycle management; model and agent development tools comprising Weights & Biases, an AI developer platform; and runtime acceleration.

CoreWeave, Inc. Fundamentals Summary

How do CoreWeave's earnings and revenue compare to its market cap?
CRWV fundamental statistics
Market capUS$62.28b
Earnings (TTM)-US$1.59b
Revenue (TTM)US$6.23b
10.0x
P/S Ratio
-39.1x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CRWV income statement (TTM)
RevenueUS$6.23b
Cost of RevenueUS$1.91b
Gross ProfitUS$4.32b
Other ExpensesUS$5.91b
Earnings-US$1.59b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-2.92
Gross Margin69.38%
Net Profit Margin-25.58%
Debt/Equity Ratio522.4%

How did CRWV perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 15:45
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CoreWeave, Inc. is covered by 43 analysts. 31 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew Charles BealeArete Research Services LLP
Raimo LenschowBarclays
Madison RezaeiBernstein