Added to YB: 2025-08-29
Pitch date: 2025-08-27
CRWV [neutral]
CoreWeave, Inc.
-19.57%
current return
Author Info
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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
$100.64
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: Risks Trump Opportunities
CRWV pass: AI cloud infrastructure co growing triple-digits (16M→1.9B rev 2022-24) but 72% revenue from Microsoft, 11B debt vs 753M EBITDA, 100% Nvidia dependent. Strong tech edge & pricing vs hyperscalers but massive downside from customer concentration, leverage, supplier risk. Speculative valuation.
Read full article (19 min)