CoreWeave Gestione
Criteri Gestione verificati 2/4
CoreWeave Il CEO è Mike Intrator, nominato in Sep2017, e ha un mandato di 8.83 anni. la retribuzione annua totale è $ 3.45M, composta da 21.7% di stipendio e 78.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 9.98% delle azioni della società, per un valore di $ 3.86B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 1.5 anni.
Informazioni chiave
Mike Intrator
Amministratore delegato
US$3.5m
Compenso totale
| Percentuale dello stipendio del CEO | 21.68% |
| Mandato del CEO | 8.8yrs |
| Proprietà del CEO | 10.0% |
| Durata media del management | 2.3yrs |
| Durata media del Consiglio di amministrazione | 1.5yrs |
Aggiornamenti recenti sulla gestione
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 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.
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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$937m |
Compensazione vs Mercato: La retribuzione totale di Mike ($USD 3.45M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.63M ).
Compensazione vs guadagni: La retribuzione di Mike è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
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....
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-founder | 8.8yrs | US$3.45m | 9.98% $ 3.9b | |
| Co-Founder & Chief Development Officer | 9.5yrs | US$1.19m | 3.35% $ 1.3b | |
| Co-Founder | 9.5yrs | US$2.80m | 4.18% $ 1.6b | |
| CFO & Treasurer | 2.3yrs | US$1.01m | 0.055% $ 21.4m | |
| Chief Architect of Strategic Financing | 1.1yrs | Nessun dato | Nessun dato | |
| Chief Revenue Officer | less than a year | US$19.02m | Nessun dato | |
| Co-founder & CTO | 9.5yrs | Nessun dato | Nessun dato | |
| Chief Operating Officer | 1.9yrs | Nessun dato | 0.023% $ 9.0m | |
| Chief Accounting Officer | 1.9yrs | Nessun dato | 0.00021% $ 81.1k | |
| Chief Information Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel & Corporate Secretary | 4.3yrs | Nessun dato | 0.022% $ 8.6m |
Gestione esperta: Il team dirigenziale di CRWV è considerato esperto (durata media dell'incarico 2.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-founder | 8.8yrs | US$3.45m | 9.98% $ 3.9b | |
| Co-Founder | 7.3yrs | US$2.80m | 4.18% $ 1.6b | |
| Lead Independent Director | 1.4yrs | US$863.85k | 0.0038% $ 1.5m | |
| Independent Director | 1.3yrs | US$629.19k | 0.0012% $ 467.3k | |
| Independent Director | 1.5yrs | US$900.87k | 0.0016% $ 621.8k |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CRWV non è considerato esperto (durata media del mandato 1.5 anni), il che suggerisce un nuovo consiglio.
Analisi 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 |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| 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 |