Added to YB: 2026-03-03
Pitch date: 2026-02-28
CRWV [neutral]
CoreWeave, Inc.
+56.06%
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
$62.4B
Pitch Price
$76.61
Price Target
200.00 (+67%)
Dividend
N/A
EV/EBITDA
25.34
P/E
-42.31
EV/Sales
17.36
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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