Added to YB: 2026-03-03
Pitch date: 2026-02-28
CRWV [neutral]
CoreWeave, Inc.
+1.88%
current return
Author Info
No bio for this author
Company Info
CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI.
Market Cap
$41.5B
Pitch Price
$76.61
Price Target
200.00 (+151%)
Dividend
N/A
EV/EBITDA
20.32
P/E
-28.36
EV/Sales
13.28
Sector
IT Services
Category
growth
CoreWeave $CRWV 2025 Q4 Financial Highlights
CRWV (earnings): Q4 rev $1.57B (beat est), FY25 rev $4.98B (+930% YoY). Q4 EPS -$0.89 vs est $0.21-$0.68, but adj EBITDA $898M. $66.8B backlog (8yr avg contract) + 3.1GW contracted power = unmatched moat. FY26 guide: $12-13B rev (+150% YoY), $30-35B CapEx for Blackwell/Rubin GPUs. Forward EV/Sales 3.55x. Risks: $30B+ debt burden, GPU depreciation, customer defaults, hyperscaler competition w/ own chips.
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