CoreWeave, Inc. (CRWV)
NASDAQ (NGS) NASDAQ (NGS) Primary 
If CoreWeave Wasn't Upping CapEx, We'd Have A Problem: Double Down
CoreWeave delivered explosive 420% revenue growth and secured major contracts, confirming our bullish outlook for the near-term. The stock is trading down pre-market, though, due to panic over higher CapEx spend for the year at $20B-$23B, much higher than the $18.3B projected by Wall Street. Investors need to realize that for guys like CoreWeave, it takes high spend to keep up with the competition and see returns; the higher CapEx is not bad, it's necessary.
What's Happening With CoreWeave Stock?
CoreWeave (NASDAQ: CRWV), an AI infrastructure provider, recently announced its Q1 results, reporting a loss of $1.49 per share on revenue of $982 million. This exceeded market expectations of $853 million in revenue.
Nvidia Stock Falls. Why CoreWeave Results Are Weighing on AI Trades.
Like Nvidia, CoreWeave has enjoyed a resurgence recently as the hype around AI's potential to bolster earnings and productivity sprang back to life.
CoreWeave Q1 Earnings: Eye-Popping Growth, But I'm Sitting This One Out
CoreWeave's Q1 2025 results delivered a massive revenue beat, showcasing its status as a pure growth AI cloud business. Despite rapid growth, I'm cautious due to CoreWeave's heavy capital requirements, $7.5B net debt, and aggressive $22B capex plan. While revenue is expected to more than double in 2025, growth rates are decelerating and scalability remains a key challenge.
CoreWeave Inc. (CRWV) Q1 2025 Earnings Call Transcript
CoreWeave Inc. (NASDAQ:CRWV ) Q1 2025 Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Deborah Crawford - Vice President, Head of Investor Relations Michael Intrator - CEO Nitin Agrawal - CFO Conference Call Participants Keith Weiss - Morgan Stanley Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Raimo Lenschow - Barclays Tyler Radke - Citi Brad Zelnick - Deutsche Bank Brent Thill - Jefferies Gregg Moskowitz - Mizuho Michael Turrin - Wells Fargo Brad Sears - Bank of America Mike Cikos - Needham & Company Ben Reitzes - Melius Research Operator [Audio Starts Abruptly] First Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
Nvidia-Backed CoreWeave's Stock Jumps on AI-Driven Growth in First Report Since IPO
CoreWeave (CRWV) reported first-quarter revenue that grew over 400% year-over-year, sending shares higher in extended trading Wednesday.
CoreWeave Posts Sales Jump in First Quarter Since IPO
The cloud provider posted a wider loss and a five-fold jump in revenue in its first earnings report as a public company, sending shares higher in after-hours trading.
CoreWeave beats on revenue, reports over 400% growth in first earnings after IPO
CoreWeave delivered faster revenue growth than analysts were expecting. The cloud provider rents out Nvidia graphics processing units.
CoreWeave: Riding the AI Wave Ahead of Earnings
As CoreWeave prepares to unveil its earnings report, the echoes of Google's historic IPO and the robust institutional backing paint an optimistic picture for this AI cloud-computing pioneer.
CoreWeave's Outlook Will Be All the Talk From Its Earnings Report
The company provides large-scale access to graphics processing units via the cloud.
How Should You Play CoreWeave Stock Going Into Q1 Earnings?
Robust growth in the AI infrastructure market bodes well for CRWV. However, competitive pressure and customer concentration risk are concerns.
Why CoreWeave Stock Rose 11% in April
Shares of CoreWeave (CRWV 12.14%) had a volatile April along with much of the stock market, but the recent IPO ended up with positive gains after a lackluster debut at the end of March.
