Added to YB: 2026-07-08
Pitch date: 2026-07-06
CRWV [bullish]
CoreWeave, Inc.
-0.25%
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
$44.6B
Pitch Price
$83.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.48
P/E
-25.93
EV/Sales
12.44
Sector
IT Services
Category
growth
Q3 2026: 7 Themes For A Post-Meltup Quarter - CoreWeave, Inc.
CRWV: ~$25B debt scares market, but fear mispriced. $99B backlog, $12-13B rev guide this year. NVDA backstops downside via $6.3B take-or-pay deal (buys unfilled capacity thru 2032). Demand real: xAI renting Colossus ~$1.25B/mo, Meta launching 'Meta Compute.' Floor higher than tape implies.
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