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CRWV logo

CoreWeave, Inc. Stock Price

NasdaqGS:CRWV Community·US$55.1b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 692 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CRWV Share Price Performance

US$94.94
-22.20 (-18.95%)
​
US$142.29
Fair Value
US$94.94
-22.20 (-18.95%)
33.3% undervalued intrinsic discount
US$142.29
Fair Value
Price US$94.94
AnalystConsensusTarget US$142.29
WIn2026 US$70.00
AnalystHighTarget US$230.33
Fri, 10 Jul 26
Fair ValueUS$142.29
Share Pricen/a

CRWV Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$142.29 33.3% undervalued intrinsic discount

Market Share Expansion Will Drive Sustained Gains From Accelerating AI Adoption

0users have liked this narrative
0users have commented on this narrative
111users have followed this narrative
WI
WIn2026's
Fair Value
·
Fair Value US$70 35.6% overvalued intrinsic discount

Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model

3users have liked this narrative
0users have commented on this narrative
46users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$230.33 58.8% undervalued intrinsic discount

AI Infrastructure Capacity Leadership Will Drive Massive Long Term Earnings Power

2users have liked this narrative
0users have commented on this narrative
26users have followed this narrative
CRWV logo
CoreWeave
35.6% overvalued intrinsic discount

Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model

View narrative
WI
WIn2026
Published 20 Apr
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CRWV logo
CoreWeave
33.3% undervalued intrinsic discount

Market Share Expansion Will Drive Sustained Gains From Accelerating AI Adoption

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 10 Jul
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CRWV logo
CoreWeave
75.7% overvalued intrinsic discount
Updated

AI Infrastructure Expansion And Leverage Will Drive Utilization And Margin Risks Ahead

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AN
AnalystLowTarget
AnalystLowTarget
Updated 4 Sep
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CRWV logo
CoreWeave
58.8% undervalued intrinsic discount

AI Infrastructure Capacity Leadership Will Drive Massive Long Term Earnings Power

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Jul
Read Narrative

Trending Discussion

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Recently Updated Narratives

WI
CRWV logo

Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model

Fair Value: US$70 35.6% overvalued intrinsic discount
46 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
CRWV logo

CRWV: Rising Debt And Capital Needs Will Limit AI Infrastructure Upside

Fair Value: US$54.02 75.7% overvalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CRWV logo

CRWV: Backlog Strength And AI Demand Will Outweigh Competition Concerns

Fair Value: US$230.33 58.8% undervalued intrinsic discount
26 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Slight risk and slightly overvalued.

4 Risks
1 Reward
View Full Analysis

CoreWeave, Inc. Key Details

US$7.6b

Revenue

US$2.5b

Cost of Revenue

US$5.1b

Gross Profit

US$7.0b

Other Expenses

-US$1.9b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-3.50
67.42%
-25.40%
698.1%
View Full Analysis

About CRWV

Founded
2017
Employees
2189
CEO
Michael Intrator
WebsiteView website
www.coreweave.com

CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale. It also offers data and storage solutions, such as Local Object Transport Accelerator; infrastructure control solutions, including CoreWeave Kubernetes service; mission control services, including node, rack, and fleet lifecycle management; model and agent development tools comprising Weights & Biases, an AI developer platform; and runtime acceleration. In addition, the company offers graphics processing unit compute, CPU compute, networking services, managed services, and virtual and bare metal servers. Its services also include visual effects rendering, machine learning, pixel streaming, and batch processing. The company was formerly known as Atlantic Crypto Corporation and changed its name to CoreWeave, Inc. in December 2019. CoreWeave, Inc. was incorporated in 2017 and is based in Livingston, New Jersey.

Recent CRWV News & Updates

Seeking Alpha • 13h

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
User avatar
Narrative Update • Sep 04

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.

Recent updates

No updates

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