CoreWeave (CRWV) Panoramica del titolo
CoreWeave, Inc. opera come azienda tecnologica di infrastrutture cloud negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 0/6 |
CRWV Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di CoreWeave, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$67.30 |
| Massimo di 52 settimane | US$153.20 |
| Minimo di 52 settimane | US$63.80 |
| Beta | 0 |
| Variazione di 1 mese | -30.32% |
| Variazione a 3 mesi | -41.06% |
| Variazione di 1 anno | -38.11% |
| Variazione a 3 anni | n/a |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | 68.25% |
Notizie e aggiornamenti recenti
CoreWeave Looks Cheap, But I'm Staying Away
Summary CoreWeave is a leading AI infrastructure pureplay, but recent volatility and profitability concerns justify a Hold rating. CRWV’s growth is driven by large multi-year contracts, rapid capacity expansion, and a strong customer base, notably Microsoft at 67% of revenue. Despite impressive revenue growth and capacity scaling, profitability is hampered by high debt, heavy capex, and margin pressures from depreciation and operating costs. Valuation appears discounted versus peers, but elevated leverage, customer concentration, and evolving contract models pose material risks to sustainable returns. Read the full article on Seeking Alpha
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.Recent updates
CoreWeave Looks Cheap, But I'm Staying Away
Summary CoreWeave is a leading AI infrastructure pureplay, but recent volatility and profitability concerns justify a Hold rating. CRWV’s growth is driven by large multi-year contracts, rapid capacity expansion, and a strong customer base, notably Microsoft at 67% of revenue. Despite impressive revenue growth and capacity scaling, profitability is hampered by high debt, heavy capex, and margin pressures from depreciation and operating costs. Valuation appears discounted versus peers, but elevated leverage, customer concentration, and evolving contract models pose material risks to sustainable returns. Read the full article on Seeking AlphaCRWV: 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 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 AlphaRendimenti per gli azionisti
| CRWV | US IT | US Mercato | |
|---|---|---|---|
| 7D | -15.4% | 2.5% | -1.5% |
| 1Y | -38.1% | -6.3% | 16.0% |
Ritorno vs Industria: CRWV ha avuto una performance inferiore rispetto al US IT che ha registrato un rendimento -6.3 % nell'ultimo anno.
Rendimento vs Mercato: CRWV ha avuto una performance inferiore al mercato US che ha registrato un rendimento 16 % nell'ultimo anno.
Volatilità dei prezzi
| CRWV volatility | |
|---|---|
| CRWV Average Weekly Movement | 12.3% |
| IT Industry Average Movement | 11.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di CRWV è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di CRWV è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2017 | 2,189 | Mike Intrator | www.coreweave.com |
CoreWeave, Inc. opera come azienda tecnologica di infrastrutture cloud negli Stati Uniti. L'azienda offre la piattaforma CoreWeave Cloud, che comprende software proprietario e servizi cloud che garantiscono l'automazione e l'efficienza necessarie per gestire su scala infrastrutture complesse di intelligenza artificiale (AI). Offre inoltre soluzioni di archiviazione e dati, come Local Object Transport Accelerator; soluzioni di controllo dell'infrastruttura, tra cui il servizio CoreWeave Kubernetes; servizi di controllo della missione, tra cui la gestione del ciclo di vita di nodi, rack e flotte; strumenti di sviluppo di modelli e agenti, tra cui Weights & Biases, una piattaforma per sviluppatori di intelligenza artificiale; e accelerazione del runtime.
CoreWeave, Inc. Riepilogo dei fondamenti
| CRWV statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$38.62b |
| Utili (TTM) | -US$1.59b |
| Ricavi(TTM) | US$6.23b |
CRWV è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CRWV Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.23b |
| Costo del fatturato | US$1.91b |
| Profitto lordo | US$4.32b |
| Altre spese | US$5.91b |
| Utili | -US$1.59b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 11, 2026
| Utile per azione (EPS) | -2.92 |
| Margine lordo | 69.38% |
| Margine di profitto netto | -25.58% |
| Rapporto debito/patrimonio netto | 522.4% |
Come si è comportato CRWV nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/28 09:53 |
| Prezzo dell'azione a fine giornata | 2026/07/28 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CoreWeave, Inc. è coperta da 47 analisti. 35 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Robert Oliver | Baird |
| Raimo Lenschow | Barclays |