Added to YB: 2025-12-23
Pitch date: 2025-12-19
CRWV [neutral]
CoreWeave, Inc.
+14.3%
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
$47.4B
Pitch Price
$84.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.44
P/E
-39.28
EV/Sales
14.93
Sector
IT Services
Category
growth
Show full summary:
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.