CoreWeave, Inc.

TSX:CRWV Stock Report

Market Cap: CA$69.3b

CoreWeave Management

Management criteria checks 2/4

CoreWeave's CEO is Mike Intrator, appointed in Sep 2017, has a tenure of 8.83 years. total yearly compensation is $3.45M, comprised of 21.7% salary and 78.3% bonuses, including company stock and options. directly owns 10.17% of the company’s shares, worth CA$7.04B. The average tenure of the management team and the board of directors is 2.3 years and 1.5 years respectively.

Key information

Mike Intrator

Chief executive officer

US$3.5m

Total compensation

CEO salary percentage21.68%
CEO tenure8.8yrs
CEO ownership10.2%
Management average tenure2.3yrs
Board average tenure1.5yrs

Recent management updates

No updates

Recent updates

Seeking Alpha • Jun 11

CoreWeave: Market Continues To Ignore Its Turnaround, That's A Mistake

Summary CoreWeave faces market skepticism despite rapid scaling, a $100B backlog, and diversified customer commitments, underperforming Nebius due to debt and capital allocation concerns. CRWV's aggressive asset-backed financing and take-or-pay contracts support infrastructure expansion, but rising interest rates and negative free cash flow projections heighten execution risk. Revenue is projected to grow from $12.7B in 2026 to $80B by 2030 (60% CAGR), with free cash flow nearing breakeven by FY2030, yet short-term profitability remains elusive. With debt costs declining and valuation at 5.5x forward revenue (vs. NBIS's 11x), a sub-$100 share price could present a compelling entry point if execution risks are managed. The market appears to be making a mistake in ignoring its turnaround, providing a massive opportunity for investors to double down now. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Mike Intrator's remuneration changed compared to CoreWeave's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$2b

Dec 31 2025US$3mUS$749k

-US$1b

Sep 30 2025n/an/a

-US$824m

Jun 30 2025n/an/a

-US$1b

Mar 31 2025n/an/a

-US$1b

Dec 31 2024US$3mUS$750k

-US$937m

Compensation vs Market: Mike's total compensation ($USD3.45M) is below average for companies of similar size in the Canadian market ($USD7.73M).

Compensation vs Earnings: Mike's compensation has increased whilst the company is unprofitable.

CEO

Mike Intrator (56 yo)

8.8yrs
Tenure
US$3,454,004
Compensation

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....

Leadership Team

NamePositionTenureCompensationOwnership
Michael Intrator
Co-founder8.8yrsUS$3.45m10.17%
CA$ 7.0b
Brannin McBee
Co-Founder & Chief Development Officer9.5yrsUS$1.19m3.44%
CA$ 2.4b
Brian Venturo
Co-Founder9.5yrsUS$2.80m4.18%
CA$ 2.9b
Nitin Agrawal
CFO & Treasurer2.3yrsUS$1.01m0.067%
CA$ 46.7m
Ernie Rogers
Chief Architect of Strategic Financing1.1yrsno datano data
Jon Jones
Chief Revenue Officerless than a yearUS$19.02mno data
Peter Salanki
Co-founder & CTO9.5yrsno datano data
Sachin Jain
Chief Operating Officer1.9yrsno data0.023%
CA$ 16.2m
Jeffrey Baker
Chief Accounting Officer1.9yrsno data0.00021%
CA$ 145.5k
Sandhya Venugopal
Chief Information Officer1.5yrsno datano data
Deborah Crawford
Vice President of Investor Relationsno datano datano data
Kristen McVeety
General Counsel & Corporate Secretary4.3yrsno data0.022%
CA$ 15.5m
2.3yrs
Average Tenure
48yo
Average Age

Experienced Management: CRWV's management team is considered experienced (2.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Michael Intrator
Co-founder8.8yrsUS$3.45m10.17%
CA$ 7.0b
Brian Venturo
Co-Founder7.3yrsUS$2.80m4.18%
CA$ 2.9b
Glenn Hutchins
Lead Independent Director1.4yrsUS$863.85k0.0017%
CA$ 1.2m
Margaret Whitman
Independent Director1.3yrsUS$629.19k0.0012%
CA$ 817.5k
Karen Boone
Independent Director1.5yrsUS$900.87k0.0016%
CA$ 1.1m
1.5yrs
Average Tenure
56yo
Average Age

Experienced Board: CRWV's board of directors are not considered experienced ( 1.5 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/10 12:54
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CoreWeave, Inc. is covered by 45 analysts. 34 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew Charles BealeArete Research Services LLP
Raimo LenschowBarclays
Madison RezaeiBernstein