Added to YB: 2026-08-18
Pitch date: 2026-08-14
CRWV [neutral]
CoreWeave, Inc.
-0.94%
current return
Author Info
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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
$58.1B
Pitch Price
$107.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.59
P/E
-28.44
EV/Sales
13.71
Sector
IT Services
Category
growth
Coreweave (and Nebius NV) - $CRWV
CRWV (pass): AI cloud infra co, rev $2.58bn (+112% YoY), 7th straight 100%+ growth qtr. Adj op profit $128mn but unadj op loss $49mn; interest expense $640mn/qtr. Net PP&E $4bn→$63bn in 3yrs, debt-funded. $104bn RPO backlog. First positive EPS est FY28 at $0.88 (125x fwd P/E); FCF -$24bn FY28. Customer concentration (MSFT 40%, OpenAI 23%). GPU residual value key risk. Too much of a gamble; prefer hyperscalers, NVDA, TSMC. Following closely.
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