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CRWV
CRWV
NASDAQ·Technology·Software - Infrastructure·Mkt cap $46.7B
$81.75
▼ -4.60%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$63.80 - $166.22
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Down 43.5% over the trailing year
Total returns
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
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
Bear Case
2 risks
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
Smart-money signal
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 13, 2026
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 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
Live ratings and price targets aggregated across covering analysts.
Buy
61%
Hold
33%
Sell
6%
Median Price Target
$149.00
▲ +82.3% vs $81.75
Latest: Cantor Fitzgerald · Jun 11, 2026
14 analysts covering