CoreWeave マネジメント
マネジメント 基準チェック /24
CoreWeaveの CEO はMike Intratorで、 Sep2017年に任命され、 の在任期間は 8.83年です。 の年間総報酬は$ 3.45Mで、 21.7%給与と78.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の10.1%を直接所有しており、その価値は$ 4.40B 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と1.5年です。
主要情報
Mike Intrator
最高経営責任者
US$3.5m
報酬総額
| CEO給与比率 | 21.68% |
| CEO在任期間 | 8.8yrs |
| CEOの所有権 | 10.1% |
| 経営陣の平均在職期間 | 2.3yrs |
| 取締役会の平均在任期間 | 1.5yrs |
経営陣の近況
Recent updates
Seeking Alpha • Jul 11
CoreWeave: Bound To Stay An Industry Leader For A Reason
Summary CoreWeave is the leading neocloud operator, trading at a discounted 11.9x forward EV/EBITDA versus the sector median of 15x. CRWV's $99.4B backlog is 98% under five-year take-or-pay contracts with major hyperscalers, supporting robust forward revenue visibility. Backlog risk is real; however, thanks to heavy CapEx, CRWV provides quality and dominance for their clients. Realization of contracts is key. I estimate significant, 250%+ upside from current price levels until the end of 2027 based on margin expansion and backlog conversion, as well as improvement. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 10
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.
ナラティブ更新 • Jun 26
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.
新しいナラティブ • Apr 20
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.分析記事 • Jan 16
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...分析記事 • Nov 30
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...Seeking Alpha • Apr 24
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 AlphaSeeking Alpha • Apr 16
CoreWeave: 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 AlphaSeeking Alpha • Apr 09
CoreWeave'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 AlphaSeeking Alpha • Mar 28
CoreWeave: 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$937m |
報酬と市場: Mikeの 総報酬 ($USD 3.45M ) は、 US市場 ($USD 14.57M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Mikeの報酬は増加しましたが、会社は利益を上げていません。
CEO
Mike Intrator (56 yo)
8.8yrs
在職期間
US$3,454,004
報酬
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....
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-founder | 8.8yrs | US$3.45m | 10.1% $ 4.4b | |
| Co-Founder & Chief Development Officer | 9.5yrs | US$1.19m | 3.44% $ 1.5b | |
| Co-Founder | 9.5yrs | US$2.80m | 4.18% $ 1.8b | |
| CFO & Treasurer | 2.3yrs | US$1.01m | 0.067% $ 29.4m | |
| Chief Architect of Strategic Financing | 1.1yrs | データなし | データなし | |
| Chief Revenue Officer | less than a year | US$19.02m | データなし | |
| Co-founder & CTO | 9.5yrs | データなし | データなし | |
| Chief Operating Officer | 1.9yrs | データなし | 0.023% $ 10.2m | |
| Chief Accounting Officer | 1.9yrs | データなし | 0.00021% $ 91.6k | |
| Chief Information Officer | 1.5yrs | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| General Counsel & Corporate Secretary | 4.3yrs | データなし | 0.022% $ 9.7m |
2.3yrs
平均在職期間
48yo
平均年齢
経験豊富な経営陣: CRWVの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-founder | 8.8yrs | US$3.45m | 10.1% $ 4.4b | |
| Co-Founder | 7.3yrs | US$2.80m | 4.18% $ 1.8b | |
| Lead Independent Director | 1.4yrs | US$863.85k | 0.0017% $ 750.1k | |
| Independent Director | 1.3yrs | US$629.19k | 0.0012% $ 514.6k | |
| Independent Director | 1.5yrs | US$900.87k | 0.0016% $ 702.2k |
1.5yrs
平均在職期間
56yo
平均年齢
経験豊富なボード: CRWVの 取締役会 は 経験豊富 ではない ( 1.5年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/15 03:56 |
| 終値 | 2026/07/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CoreWeave, Inc. 34 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45
| アナリスト | 機関 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Raimo Lenschow | Barclays |
| Madison Rezaei | Bernstein |