CoreWeave Management
Management criteria checks 3/4
CoreWeave's CEO is Mike Intrator, appointed in Sep 2017, has a tenure of 8.67 years. total yearly compensation is $3.45M, comprised of 21.7% salary and 78.3% bonuses, including company stock and options. directly owns 10.5% of the company’s shares, worth $6.28B. The average tenure of the management team and the board of directors is 2.2 years and 4.2 years respectively.
Key information
Mike Intrator
Chief executive officer
US$3.5m
Total compensation
| CEO salary percentage | 21.68% |
| CEO tenure | 8.7yrs |
| CEO ownership | 10.5% |
| Management average tenure | 2.2yrs |
| Board average tenure | 4.2yrs |
Recent management updates
Recent updates
CoreWeave: Something Doesn't Add Up About The Backlog
Summary CoreWeave, Inc. earns a Strong Buy rating, driven by a $99.4B contracted backlog that dwarfs its $57B market cap. CRWV’s 2027 revenue is over 75% contracted, with $36B expected within 24 months, supporting robust near-term growth. Valuation remains compelling at ~5x forward sales and 6.43x forward cash flow, with skepticism creating upside for successful CRWV execution. Execution risk centers on rising interest expense ($2.1B annualized) and timely backlog conversion, but capital structure remains well-managed. Read the full article on Seeking Alpha
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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$937m |
Compensation vs Market: Mike's total compensation ($USD3.45M) is below average for companies of similar size in the US market ($USD14.74M).
Compensation vs Earnings: Mike's compensation has increased whilst the company is unprofitable.
CEO
Mike Intrator (55 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....
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-founder | 8.7yrs | US$3.45m | 10.5% $ 6.3b | |
| Co-Founder & Chief Development Officer | 9.3yrs | US$1.19m | 3.66% $ 2.2b | |
| Co-Founder | 9.3yrs | US$2.80m | 4.27% $ 2.5b | |
| CFO & Treasurer | 2.2yrs | US$1.01m | 0.068% $ 40.9m | |
| Chief Architect of Strategic Financing | less than a year | no data | no data | |
| Chief Revenue Officer | less than a year | US$19.02m | no data | |
| Co-founder & CTO | 9.3yrs | no data | no data | |
| Chief Operating Officer | 1.8yrs | no data | 0.024% $ 14.5m | |
| Chief Accounting Officer | 1.8yrs | no data | 0.00021% $ 125.5k | |
| Chief Information Officer | 1.3yrs | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| General Counsel & Corporate Secretary | 4.2yrs | no data | 0.023% $ 13.6m |
Experienced Management: CRWV's management team is considered experienced (2.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-founder | 8.7yrs | US$3.45m | 10.5% $ 6.3b | |
| Co-Founder | 7.1yrs | US$2.80m | 4.27% $ 2.5b | |
| Lead Independent Director | 1.3yrs | US$863.85k | 0.0017% $ 1.0m | |
| Independent Director | 1.2yrs | US$629.19k | 0.00097% $ 579.6k | |
| Independent Director | 1.3yrs | US$900.87k | 0.0013% $ 800.7k | |
| Independent Director | 8.7yrs | US$197.43k | 2.63% $ 1.6b |
Experienced Board: CRWV's board of directors are considered experienced (4.2 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/31 17:41 |
| End of Day Share Price | 2026/05/29 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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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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 44 analysts. 32 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Raimo Lenschow | Barclays |
| Madison Rezaei | Bernstein |