CoreWeave Yönetim
Yönetim kriter kontrolleri 2/4
CoreWeave CEO'su Mike Intrator, Sep2017 tarihinde atandı, in görev süresi 8.83 yıldır. in toplam yıllık tazminatı $ 3.45M olup, şirket hissesi ve opsiyonları dahil olmak üzere 21.7% maaş ve 78.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 10.1% ine doğrudan sahiptir ve bu hisseler $ 4.40B değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 1.5 yıldır.
Anahtar bilgiler
Mike Intrator
İcra Kurulu Başkanı
US$3.5m
Toplam tazminat
| CEO maaş yüzdesi | 21.68% |
| CEO görev süresi | 8.8yrs |
| CEO sahipliği | 10.1% |
| Yönetim ortalama görev süresi | 2.3yrs |
| Yönetim Kurulu ortalama görev süresi | 1.5yrs |
Son yönetim güncellemeleri
Recent updates
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
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.
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.
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 Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$937m |
Tazminat ve Piyasa: Mike 'nin toplam tazminatı ($USD 3.45M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.57M ).
Tazminat ve Kazançlar: Mike şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.
CEO
Mike Intrator (56 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....
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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 | Veri yok | Veri yok | |
| Chief Revenue Officer | less than a year | US$19.02m | Veri yok | |
| Co-founder & CTO | 9.5yrs | Veri yok | Veri yok | |
| Chief Operating Officer | 1.9yrs | Veri yok | 0.023% $ 10.2m | |
| Chief Accounting Officer | 1.9yrs | Veri yok | 0.00021% $ 91.6k | |
| Chief Information Officer | 1.5yrs | Veri yok | Veri yok | |
| Vice President of Investor Relations | no data | Veri yok | Veri yok | |
| General Counsel & Corporate Secretary | 4.3yrs | Veri yok | 0.022% $ 9.7m |
Deneyimli Yönetim: CRWV 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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 |
Deneyimli Yönetim Kurulu: CRWV 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 1.5 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/15 03:56 |
| Gün Sonu Hisse Fiyatı | 2026/07/15 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
CoreWeave, Inc. 45 Bu analistlerden 34, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Raimo Lenschow | Barclays |
| Madison Rezaei | Bernstein |