Added to YB: 2026-09-25
Pitch date: 2026-09-22
CRWV [neutral]
CoreWeave, Inc.
+1.29%
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
$47.9B
Pitch Price
$88.98
Price Target
434.00 (+382%)
Dividend
N/A
EV/EBITDA
16.77
P/E
-23.45
EV/Sales
12.37
Sector
IT Services
Category
growth
NeoCloud Thesis: The Best Players, How They Make Money, and Their Path to 5x - CoreWeave, Inc.
CRWV (pass): CoreWeave is the category winner, with leading orchestration, the widest live megawatt lead and ~$104B of backlog from customers including Microsoft, OpenAI, Meta and Anthropic. Pass at the current starting price: a 5x would require roughly $225B of equity value, judged only ~15% probable within five years, while leased infrastructure, financed GPUs and debt-to-equity in the hundreds of percent create substantial leverage.
Read full article (1 min)