Added to YB: 2025-11-14
Pitch date: 2025-11-11
CRWV [neutral]
CoreWeave, Inc.
-14.36%
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
$91.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.43
P/E
-33.26
EV/Sales
12.83
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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