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CRWV

CoreWeave, Inc. Class A Common Stock

CRWV

NASDAQ·Technology·Software - Infrastructure·Mkt cap $46.7B

$81.75

-4.60%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$63.80 - $166.22

P/E

-26.28

Fwd P/E

-300.74

Beta

7.10

Div Yield

0.00%

Avg Vol

32.6M

Shares Out

545.6M

Mkt Cap

$46.7B

Price action

Price chart

Down 43.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Specialized AI infrastructure expertise
  • Flexible and scalable cloud platform
  • Advanced GPU computing capabilities
  • Tailored enterprise solutions

Bear Case

2 risks

  • Very high volatility (beta 7.1). Expect 3x market swings. Position size accordingly.
  • Growth premium of 0.0x vs AI Servers & Racks peers. Reasonable for this growth rate.

Growth

Strong growth ahead

Generative AI market expansion

Value

Growth premium of 0.0x vs AI Servers & Racks peers. Reasonable for this growth rate.

Momentum

Stable

+4.2% over 3m

Quality

Excellent

High-growth business (130% revenue growth, 69% gross margin). Pre-profit but investing in growth.

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 13, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of -$1.11 vs -$0.92 consensus (-20.7% surprise). Revenue of $2.1B vs $2.0B expected (+5.5%).

EPS miss
Rev beat +5.5%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-20.7%

Next: May 13, 2026

Revenue trend · last 8Q

+544%

+420%

+207%

+134%

+110%

+112%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$395.4M

$583.9M

$747.4M

$981.6M

$1.2B

$1.4B

$1.6B

$2.1B

Margins · last 8Q

Gross

65.5%

Operating

-6.9%

Profit

-35.6%

Wall Street consensus

18 analysts · 61% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

11

61%

Hold

6

33%

Sell

1

6%

Median Price Target

$149.00

+82.3% vs $81.75

Low $67.00
Median $149.00
High $192.00

Latest: Cantor Fitzgerald · Jun 11, 2026

14 analysts covering

vs Industry

How CRWV stacks vs Software - Infrastructure

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.