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CRWV · NASDAQ · Software - Infrastructure

CoreWeave

Provides Nvidia-centered cloud infrastructure and software for building and running AI models.

$84.03

After-hours close−0.22 (−0.27%)

At close$84.25(−2.94%)

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Profile

CoreWeave, Inc. Class A Common StockCRWVInformation Technology

Provides Nvidia-centered GPU cloud infrastructure for AI training and inference, supplemented by model-development software from recent acquisitions. Revenue is concentrated in a top customer, while capacity growth depends on timely access to accelerators, networking, power, leased data centers, and financing.

Provides Nvidia-centered GPU cloud infrastructure for AI training and inference, alongside model-development tools from Weights & Biases, OpenPipe, Marimo, and Monolith. The platform serves enterprise demand through leased data centers, while most employees are based in the United States.

Engineering execution centers on deploying accelerators, networking, power, and data-center capacity on time, then integrating acquired software with the underlying cloud. The model grew from a former Ethereum-mining fleet into purpose-built AI infrastructure.

Revenue depends heavily on a top customer, while expansion relies on Nvidia accelerator supply, debt financing, and long-lived lease commitments. Software acquisitions also make integration across infrastructure, reinforcement learning, notebooks, and industrial AI an operating dependency.

Company facts

CEOMichael Intrator

ListedMar 28, 2025

ExchangeNASDAQ

HeadquartersLivingston, NJ

CountryUnited States

Employees2,189

CIK0001769628

ISINUS21873S1087

Key statistics

Market cap$45.95B

EPS (ttm)−$3.65

P/E (ttm)−23.08

ROE-45.4%

P/B9.24

P/S6.05

Dividend yield—

Beta3.46vs XLK 2.57

Year to date +6.2% · Average volume (30d) 28.1M

Analysts

Price target, next 12 months$150.00+78.1%Median of 30 analysts · vs the Aug 28 close

ConsensusBuy19 of 30 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $84.23

High$192.00+127.9%

Median$150.00+78.1%

Low$74.00−12.1%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 24, 2026	Truist Financial	Target		$155	$165
Aug 21, 2026	Goldman Sachs	Reiterate	Neutral	$86	$139
Aug 13, 2026	Roth Capital	Target		$150	$145
Aug 13, 2026	Barclays	Reiterate	Positive	$120	$105
Aug 12, 2026	Truist Financial	Target		$126	$155

Earnings

EPS

Estimate−$1.24

ReportedDue Nov 9, 2026

Revenue

Estimate$3.54B

ReportedDue Nov 9, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 11, 2026Q2 FY26	−$1.21	−$1.03	+14.9%	$2.55B	$2.58B	+0.8%	+19.28%
May 7, 2026Q1 FY26	−$0.92	−$1.11	−20.7%	$1.97B	$2.08B	+5.5%	−11.40%
Feb 26, 2026Q4 FY25	−$0.50	−$0.89	−78.1%	$1.55B	$1.57B	+1.5%	−18.51%
Nov 10, 2025Q3 FY25	−$0.40	−$0.08	+79.7%	$1.29B	$1.36B	+6.1%	−16.31%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$981.6M	$1.21B	$1.36B	$1.57B	$2.08B	$2.58B
Gross profit	$719.2M	$900.1M	$995.9M	$1.06B	$1.36B	$1.70B
Operating income	−$27.5M	$19.2M	$51.9M	−$89.6M	−$144.0M	−$49.0M
Net income	−$314.6M	−$290.5M	−$110.1M	−$451.7M	−$740.0M	−$626.0M
Diluted EPS	−$0.78	−$0.60	−$0.22	−$0.89	−$1.40	−$1.14
Gross margin	73.3%	74.2%	73.0%	67.6%	65.5%	65.9%
Operating margin	-2.8%	1.6%	3.8%	-5.7%	-6.9%	-1.9%

Fiscal years (4-quarter sums)FY24 $1.92B · FY25 $5.13B

Revenue by geography · Q2 FY26

United States$2.39B · 93%

Non-US$186.0M · 7%

Balance sheet, Jun 30, 2026Cash & short-term investments $6.41B · Total debt $51.61B · Total assets $77.07B · Shareholders' equity $5.02B

Dividends

No dividends on record.

Ownership

Institutions 80.77%440.66M sharesInsiders 12.64%68.98M sharesOther 6.59%35.93M shares

Shares outstanding 545.57M · Float 339.54M · 62.2% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Nvidia Corp	47.21M	8.65%	13F	Aug 14, 2026
Michael N. Intrator · director, 10 percent owner, officer: CEO and President	46.18M	8.46%	Form 4	Aug 27, 2026
CW Opportunity LLC · 10 percent owner	29.55M	5.42%	Form 4	Apr 1, 2025
BlackRock, Inc.	24.11M	4.42%	13F	Aug 7, 2026
Goldman Sachs Group Inc	18.10M	3.32%	13F	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 26, 2026	Kristen J. McVeety	officer: GC and Secretary	−2,100	$88.03
Aug 25, 2026	Nitin Agrawal	officer: Chief Financial Officer	−5,509	$88.64
Aug 25, 2026	Michael N. Intrator	director, 10 percent owner, officer: CEO and President	−307,692	$88.60
Aug 24, 2026	Brannin McBee	officer: Chief Development Officer	−237,441	$85.46
Aug 20, 2026	Brian M. Venturo	director, officer: Chief Strategy Officer	−5,899	$91.88