Added to YB: 2025-08-21
Pitch date: 2025-08-19
CRWV [neutral]
CoreWeave, Inc.
-12.83%
current return
Author Info
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Company Info
CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI.
Market Cap
$38.4B
Pitch Price
$90.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.43
P/E
-33.26
EV/Sales
12.83
Sector
IT Services
Category
N/A
Show full summary:
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.
Read full article (6 min)