CoreWeave Förvaltning
Förvaltning kriterier kontrolleras 2/4
CoreWeave VD är Mike Intrator, utsedd i Sep 2017, har en mandatperiod på 8.83 år. totala årliga ersättningen är $ 3.45M, bestående av 21.7% lön 78.3% bonusar, inklusive företagsaktier och optioner. äger direkt 9.98% av företagets aktier, värda $ 3.67B. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 1.5 år.
Viktig information
Mike Intrator
Verkställande direktör
US$3.5m
Total ersättning
| VD-lön i procent | 21.68% |
| Anställning som VD | 8.8yrs |
| Ägande av VD | 10.0% |
| Ledningens genomsnittliga anställningstid | 2.3yrs |
| Styrelsens genomsnittliga mandatperiod | 1.5yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • Jul 28
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
Uppdatering av berättelse • Jul 24
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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Ny berättelse • 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.Analysartikel • 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...Analysartikel • 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$937m |
Ersättning vs marknad: Mike s total kompensation ($USD 3.45M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.63M ).
Ersättning vs inkomst: Ersättningen för Mike har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
Mike Intrator (56 yo)
8.8yrs
Anställning
US$3,454,004
Kompensation
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....
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-founder | 8.8yrs | US$3.45m | 9.98% $ 3.7b | |
| Co-Founder & Chief Development Officer | 9.5yrs | US$1.19m | 3.35% $ 1.2b | |
| Co-Founder | 9.5yrs | US$2.80m | 4.18% $ 1.5b | |
| CFO & Treasurer | 2.3yrs | US$1.01m | 0.055% $ 20.4m | |
| Chief Architect of Strategic Financing | 1.1yrs | inga uppgifter | inga uppgifter | |
| Chief Revenue Officer | less than a year | US$19.02m | inga uppgifter | |
| Co-founder & CTO | 9.5yrs | inga uppgifter | inga uppgifter | |
| Chief Operating Officer | 1.9yrs | inga uppgifter | 0.023% $ 8.6m | |
| Chief Accounting Officer | 1.9yrs | inga uppgifter | 0.00021% $ 77.1k | |
| Chief Information Officer | 1.5yrs | inga uppgifter | inga uppgifter | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| General Counsel & Corporate Secretary | 4.3yrs | inga uppgifter | 0.022% $ 8.2m |
2.3yrs
Genomsnittlig anställningstid
48yo
Genomsnittlig ålder
Erfaren ledning: CRWV s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-founder | 8.8yrs | US$3.45m | 9.98% $ 3.7b | |
| Co-Founder | 7.3yrs | US$2.80m | 4.18% $ 1.5b | |
| Lead Independent Director | 1.4yrs | US$863.85k | 0.0038% $ 1.4m | |
| Independent Director | 1.3yrs | US$629.19k | 0.0012% $ 444.3k | |
| Independent Director | 1.5yrs | US$900.87k | 0.0016% $ 591.1k |
1.5yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder
Erfaren styrelse: CRWV s styrelse anses inte vara erfaren ( 1.5 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/29 21:41 |
| Aktiekurs vid dagens slut | 2026/07/29 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
CoreWeave, Inc. bevakas av 47 analytiker. 35 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Robert Oliver | Baird |
| Raimo Lenschow | Barclays |