Added to YB: 2026-02-24
Pitch date: 2026-02-20
CRWV [neutral]
CoreWeave, Inc.
+5.31%
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
$46.7B
Pitch Price
$87.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.89
P/E
-31.69
EV/Sales
14.30
Sector
IT Services
Category
growth
CoreWeave: Unit Economics, Margin Profile, and Leverage Analysis
CRWV (update): GPU cloud w/ 20% unlevered IRR on 5yr contracts. $2.7B GPU capex/100MW, 75% debt-financed at 8%, 2.25yr revenue payback. Contract-level 35% EBIT margins vs 4% reported; path to 20%+ as OpEx leverage realized. $55.6B backlog, 2026E rev ~2x 2025E. Risks: hyperscaler customer concentration (OpenAI 40%), asset/liability mismatch on renewals, Nvidia dependence
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