CoreWeave Resultados de beneficios anteriores
Pasado controles de criterios 0/6
Los beneficios de CoreWeave han disminuido a una tasa media anual de -42.3%, mientras que en la industria IT los beneficios crecieron en un 12.1% anualmente. Los ingresos han ido creciendo a una tasa media de 115.3% al año.
Información clave
-42.33%
Tasa de crecimiento de los beneficios
-16.77%
Tasa de crecimiento del BPA
| Crecimiento de la industria IT | 22.43% |
| Tasa de crecimiento de los ingresos | 115.32% |
| Rentabilidad financiera | -38.38% |
| Margen neto | -25.40% |
| Última actualización de beneficios | 30 Jun 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
CoreWeave: Risks Are Mounting (Rating Downgrade)
Summary CoreWeave is downgraded to hold as mounting risks offset robust growth and demand tailwinds. Revenue surged 112% YoY in Q2 with backlog up 246%, but margins deteriorated and operating expenses outpaced revenue gains. Leverage is increasingly concerning, with the debt-to-equity ratio rising to 14.3, limiting room for execution errors. Despite strong demand and raised guidance, sector premium valuation and industry headwinds justify a more cautious, risk-balanced stance. Read the full article on Seeking Alpha
CRWV: Rising Debt And Capital Needs Will Limit AI Infrastructure Upside
CoreWeave's updated analyst price target reflects a modest pullback in fair value to $54.02, alongside slightly higher revenue growth assumptions and a marginally lower future P/E, as analysts highlight firm pricing, growing AI demand, and improving margin visibility supported by new capacity and shorter duration contracts. Analyst Commentary Recent research on CoreWeave shows a wide range of targets and views, even as many firms have moved price targets higher.CRWV: Heavy Debt And Financing Needs Will Restrain AI Infrastructure Upside
CoreWeave's updated analyst price target has moved higher to reflect raised revenue, margin, and backlog expectations, as analysts point to stronger AI infrastructure demand, larger contracted power additions, and improved profitability guidance across recent Q2 research updates. Analyst Commentary Recent research on CoreWeave reflects a broad range of views, even as many firms increase price targets following the latest Q2 updates.CRWV: Rising Debt Costs Will Pressure AI Expansion And Constrain Future Upside
CoreWeave's analyst fair value estimate has been revised lower from $51.41 to $47.45, as analysts factor in a higher discount rate while still modeling slightly stronger revenue growth and modestly higher profit margins, along with a reduced future P/E assumption. Analyst Commentary Recent research on CoreWeave shows a wide range of opinions, with several firms highlighting growth opportunities alongside a cluster of more cautious views.
CRWV: Backlog Strength And AI Demand Will Outweigh Competition Concerns
CoreWeave's fair value estimate has moved from $202.35 to $230.33 as analysts factor in stronger expectations for AI infrastructure demand, reflected in higher revenue growth assumptions, a slightly lower future P/E, and a higher discount rate to account for execution and competitive risks highlighted in recent research. Analyst Commentary Recent Street research on CoreWeave highlights a wide spread of opinions, but the center of gravity remains tilted toward optimism on the stock's role in the AI infrastructure market, its contract pipeline, and its ability to scale capacity as demand for compute stays elevated.
CRWV: Backlog And Nvidia Funding Will Support Future AI Capacity Utilization
Analysts have raised their CoreWeave fair value estimate from $133.13 to $142.29, supported by updated assumptions that reflect higher projected revenue growth and margins, a lower modeled future P/E, and ongoing support for the stock in recent research that views the recent selloff and Meta related headlines as overdone for neocloud providers. Analyst Commentary Recent commentary on CoreWeave highlights a clear divide between bullish analysts who see the recent pullback and Meta headlines as an opportunity, and bearish analysts who focus on competitive and balance sheet risks.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 AlphaDesglose de ingresos y gastos
Cómo gana y gasta dinero CoreWeave. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 30 Jun 26 | 7,590 | -1,928 | 841 | 4,478 |
| 31 Mar 26 | 6,227 | -1,593 | 813 | 3,641 |
| 31 Dec 25 | 5,131 | -1,196 | 766 | 2,929 |
| 30 Sep 25 | 4,306 | -824 | 646 | 2,378 |
| 30 Jun 25 | 3,525 | -1,103 | 487 | 1,916 |
| 31 Mar 25 | 2,708 | -1,151 | 303 | 1,429 |
| 31 Dec 24 | 1,915 | -937 | 137 | 961 |
| 30 Sep 24 | 1,284 | -1,028 | 101 | 627 |
| 31 Dec 23 | 229 | -594 | 43 | 131 |
| 31 Dec 22 | 16 | -31 | 8 | 18 |
Ingresos de calidad: CRWV actualmente no es rentable.
Margen de beneficios creciente: CRWV actualmente no es rentable.
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: CRWV no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 42.3% al año.
Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de CRWV en el último año con su promedio de 5 años, ya que actualmente no es rentable.
Beneficios vs. Industria: CRWV no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria IT (1.5%).
Rentabilidad financiera
Alta ROE: CRWV tiene una rentabilidad financiera negativa (-38.38%), ya que actualmente no es rentable.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/13 03:25 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| 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 |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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 tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al 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 50 analistas. 36 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 |
| Robert Oliver | Baird |
| Raimo Lenschow | Barclays |