CoreWeave Dirección
Dirección controles de criterios 2/4
El CEO de CoreWeave es Mike Intrator , nombrado en Sep 2017, tiene una permanencia de 8.83 años. compensación anual total es $3.45M, compuesta por 21.7% salario y 78.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 10.17% de las acciones de la empresa, por valor de $4.63B. La antigüedad media del equipo directivo y de la junta directiva es de 2.3 años y 1.5 años, respectivamente.
Información clave
Mike Intrator
Chief Executive Officer (CEO)
US$3.5m
Compensación total
| Porcentaje del salario del CEO | 21.68% |
| Permanencia del CEO | 8.8yrs |
| Participación del CEO | 10.2% |
| Permanencia media de la dirección | 2.3yrs |
| Promedio de permanencia en la Junta Directiva | 1.5yrs |
Actualizaciones recientes de la dirección
Recent updates
CoreWeave Selloff Is Mispriced - Here's Why The Growth Story Is Intact
Summary CoreWeave is rated Buy, downgraded from Strong Buy, due to NBIS's superior risk/reward profile despite CRWV's industry leadership. CRWV's $100B backlog, expanding customer base, and robust AI software offerings underpin strong revenue growth and improving customer concentration risk. Significant debt ($35B) and ongoing unprofitability persist, but management has reduced the weighted average cost of debt and secured ample liquidity. Transitioning from bare metal to AI infrastructure providers, cross-selling software, and inference demand are expected to drive future margin expansion and profitability. Read the full article on Seeking Alpha
CRWV: Heavy Debt Funding For AI Buildout Will Constrain Future Upside
The analyst price target for CoreWeave has been revised modestly, with the fair value estimate moving from $53.68 to $51.41 as analysts factor in higher discount rates, stronger revenue growth, improving profit margin assumptions, and a lower future P/E multiple informed by recent research that highlights CoreWeave's role as a major AI compute provider and key partner in sizeable AI infrastructure deals. Analyst Commentary Street research on CoreWeave currently reflects a mix of optimism around its position in AI infrastructure and growing caution around execution, balance sheet risk, and how much of this story is already reflected in the stock price.
Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model
Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model I’ve been looking into the business model of CRWV and its reliance on high-leverage hardware acquisition. Here’s a breakdown of why the current trajectory might face significant structural headwinds compared to established players.CoreWeave, Inc. (NASDAQ:CRWV) Stocks Shoot Up 37% But Its P/S Still Looks Reasonable
Those holding CoreWeave, Inc. ( NASDAQ:CRWV ) shares would be relieved that the share price has rebounded 37% in the...Why We're Not Concerned Yet About CoreWeave, Inc.'s (NASDAQ:CRWV) 44% Share Price Plunge
CoreWeave, Inc. ( NASDAQ:CRWV ) shares have had a horrible month, losing 44% after a relatively good period beforehand...CoreWeave: IPO Stumble Out Of Nasdaq Rodeo Chute May Be An Opportunity
Summary CoreWeave's stock movement is linked to OpenAI's $40B funding from SoftBank and new AI benchmarks with Nvidia chips. Despite current market setbacks, the AI bull market remains intact, with CoreWeave benefiting from AI sector positioning. CoreWeave's IPO debut at $40 per share, backed by Nvidia, offers a long-term bullish outlook despite short-term volatility. Private equity's impact on IPOs has diminished retail investor success, but CoreWeave's smart management and discounted entry price present opportunities. Read the full article on Seeking AlphaCoreWeave: Weak IPO But Growth Ahead
Summary CoreWeave's IPO was underwhelming, but that doesn't reflect the company's fundamentals. CoreWeave's rapid growth in the GPU-as-a-Service market, driven by AI demand, led to significant revenue increases but also high capital expenditures and debt. The company's financial metrics show strong revenue growth but negative free cash flow, due to heavy capital expenditures, necessitating further capital raising. But I think that the market overestimates the risks associated with the company's debt load. My valuation analysis suggests CoreWeave is undervalued, with a fair value estimate of $92 per share, making it an attractive investment, despite high volatility and risks. Read the full article on Seeking AlphaCoreWeave's Moat Is Just Starting
Summary CoreWeave’s revenue skyrocketed from $16M in 2022 to $1.98B in 2024, signaling AI-driven hyperscale momentum. 70%+ of revenue comes from multiyear, fixed-term contracts, securing $15.1B in future commitments through 2028. CoreWeave's high EV/Sales is justified by contracted revenue, infrastructure leverage, and forward EBITDA potential exceeding $1.5B by 2026. CoreWeave’s CapEx-heavy model depends on debt and GPU commitments, exposing it to refinancing risk and shifting AI infrastructure demands. Read the full article on Seeking AlphaCoreWeave: Rent Is Going Up, Get Out Now
Summary CoreWeave, Inc., the cloud computing start-up that rents out Nvidia’s GPUs as a service, is hitting the stock market today, and we think it's gonna crash. While in theory, the idea of renting Nvidia GPUs is nice, in practice, it's a recipe for disaster. CoreWeave sits on 250,000 GPUs from last season's Hopper, which is already outdated with Blackwell and will become ancient next year. This means that rent price will get seriously squeezed on these GPUs and CoreWeave which already is sitting on massive debt will struggle way more to see profit. Not mention, Microsoft which accounted for 62% of CoreWeave's 2024 revenue, is rumored to be pulling back on agreements. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$2b |
| Dec 31 2025 | US$3m | US$749k | -US$1b |
| Sep 30 2025 | n/a | n/a | -US$824m |
| Jun 30 2025 | n/a | n/a | -US$1b |
| Mar 31 2025 | n/a | n/a | -US$1b |
| Dec 31 2024 | US$3m | US$750k | -US$937m |
Compensación vs. Mercado: La compensación total de Mike($USD3.45M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.63M).
Compensación vs. Ingresos: La compensación de Mike ha aumentado mientras la empresa no es rentable.
CEO
Mike Intrator (56 yo)
Mr. Michael N. Intrator, also known as Mike, co-founded CoreWeave, Inc. (formerly known as Atlantic Crypto Corporation) in 2017 and has been its President and Chief Executive Officer since September 2017....
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-founder | 8.8yrs | US$3.45m | 10.17% $ 4.6b | |
| Co-Founder & Chief Development Officer | 9.5yrs | US$1.19m | 3.49% $ 1.6b | |
| Co-Founder | 9.5yrs | US$2.80m | 4.18% $ 1.9b | |
| CFO & Treasurer | 2.3yrs | US$1.01m | 0.067% $ 30.7m | |
| Chief Architect of Strategic Financing | 1.1yrs | sin datos | sin datos | |
| Chief Revenue Officer | less than a year | US$19.02m | sin datos | |
| Co-founder & CTO | 9.5yrs | sin datos | sin datos | |
| Chief Operating Officer | 1.9yrs | sin datos | 0.023% $ 10.7m | |
| Chief Accounting Officer | 1.9yrs | sin datos | 0.00021% $ 95.7k | |
| Chief Information Officer | 1.5yrs | sin datos | sin datos | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| General Counsel & Corporate Secretary | 4.3yrs | sin datos | 0.022% $ 10.2m |
Equipo directivo experimentado: El equipo directivo de CRWV se considera experimentado (2.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-founder | 8.8yrs | US$3.45m | 10.17% $ 4.6b | |
| Co-Founder | 7.3yrs | US$2.80m | 4.18% $ 1.9b | |
| Lead Independent Director | 1.4yrs | US$863.85k | 0.0017% $ 783.8k | |
| Independent Director | 1.3yrs | US$629.19k | 0.0012% $ 537.7k | |
| Independent Director | 1.5yrs | US$900.87k | 0.0013% $ 610.7k |
Junta con experiencia: La junta directiva de CRWV no se considera experimentada (1.5 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/08 04:05 |
| Precio de las acciones al final del día | 2026/07/08 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
CoreWeave, Inc. está cubierta por 45 analistas. 34 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Raimo Lenschow | Barclays |
| Madison Rezaei | Bernstein |