Added to YB: 2025-08-29
Pitch date: 2025-08-27
CRWV [neutral]
CoreWeave, Inc.
-21.91%
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
$100.64
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
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)