Added to YB: 2025-11-14
Pitch date: 2025-11-11
CRWV [neutral]
CoreWeave, Inc.
-11.8%
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
$91.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.32
P/E
-27.96
EV/Sales
13.23
Sector
IT Services
Category
growth
CoreWeave Snapshot
CRWV (earnings): Q3 rev $1.4B +134% YoY, $55.6B backlog (+$25B in qtr), 61% adj EBITDA margin. Customer concentration down to 35% from 85%. Powered-shell delays defer Q4 rev to Q1'26. 2025 guide $5.05-5.15B rev, $12-14B CapEx. Strong partnerships w/ Meta/OpenAI/NVIDIA but op margin fell 16pp YoY to 4%.
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