Added to YB: 2025-08-21
Pitch date: 2025-08-19
CRWV [neutral]
CoreWeave, Inc.
-10.22%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$41.2B
Pitch Price
$90.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.32
P/E
-27.96
EV/Sales
13.23
Sector
IT Services
Category
N/A
CoreWeave: Buy The Debt?
CRWV (overview): AI infrastructure leader w/ $1.2B revenue (+207% YOY) but widening losses from $11B debt & high opex. $30.1B backlog (+$4B QoQ) shows demand but profitability uncertain. Core Scientific acquisition faces shareholder resistance. Strong moat via NVIDIA partnership & AI-optimized infrastructure, but dilution risk high. AI market CAGR 29.1% through 2032.
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