Added to YB: 2025-12-23
Pitch date: 2025-12-19
CRWV [neutral]
CoreWeave, Inc.
-4.77%
current return
Author Info
No bio for this author
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
$84.99
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 Stock Breakdown
CRWV (overview): GPU-native cloud provider w/ $55B revenue backlog, 286x revenue growth ($15M to $4.3B in 3 yrs), 10-20% efficiency edge vs hyperscalers via take-or-pay contracts. Microsoft 70% customer, Nvidia prioritizes chip supply. Risks: $22B debt, $1B interest vs $150M operating profit, hyperscaler competition, AI demand cyclicality.