CoreWeave, Inc. (CRWV)
NASDAQ (NGS) NASDAQ (NGS) Primary 
CoreWeave's stock gets a brief reprieve from the selling as Jane Street announces stake
The quantitative-trading firm revealed a 5.4% stake of nearly 20 million shares in CoreWeave.
CoreWeave's Meltdown Triggers Strong Buy Opportunity - Q4'25 May Be Rewarding
CRWV's IPO lock-up expiry and FQ2'25 bottom-line miss have triggered the much needed correction from June 2025 heights, as it finally nears our fair value estimates. Thanks to the clarity from the new customer wins, the growing multi-year backlog, and the intense capex, we believe that the management is likely to deliver the ambitious growth targets. For now, CRWV's lumpy profit margin performance and increased debt reliance are not causes for concern, since these are typical pains for most high-growth start-up companies.
CoreWeave: Rarely Does The Market Offer A Once-In-A-Decade Entry Point Like This
CoreWeave, Inc. offers a rare early-stage hypergrowth opportunity, with explosive demand, a $30B backlog, and institutional adoption accelerating rapidly. The company's vertical integration strategy, highlighted by the proposed Core Scientific acquisition, will unlock scale, operational leverage, and cost savings. Despite a recent stock pullback, CoreWeave's current EV/EBITDA multiple is attractive given its nascent business model and massive growth runway.
CoreWeave: Still Neutral After Q2 Results
CoreWeave's 2Q25 results are neutral. Given late-year capacity additions most revenue growth is deferred to 2026. My updated revenue forecast stands at $5.2B for 2025, $13.5B for 2026, and $18.1B for 2027, down from prior estimates of $6.3B, $16.3B, and $22.6B respectively. CoreWeave will require ~$17.1B in funding by year-end to support its accelerated buildout, leaving a financing gap of ~$11.5B even after recent debt raises.
CoreWeave: I Hope You Took Money Off The Table (Upgrade)
CoreWeave stock has plunged over 50% from its June peak, highlighting the inherent risks of chasing speculative AI-driven growth stories. Despite a strong Q2 posting >80% YoY backlog spurt and surpassing $1B in revenue, heavy selling persisted. CoreWeave remains free cash flow unprofitable, with heavy customer concentration and uncertain prospects of diversifying quickly beyond Microsoft and OpenAI.
CoreWeave Raises $25B Capital: Fuel for Growth or Leverage Trouble?
CRWV has raised $25 billion through debt and equity to fuel data center investments, but soaring interest costs test its profitability.
CoreWeave Shares Tumble. Is the Dip a Buying Opportunity?
CoreWeave's (CRWV 0.49%) stock has been on a roll since it debuted earlier this year, but shares of the artificial intelligence (AI) infrastructure provider plunged after it reported its Q2 results. The company originally priced its March IPO at $40 and didn't get a big initial pop, actually closing its first day of trading at breakeven.
CoreWeave: Further Upside Momentum Is Possible
CoreWeave is uniquely positioned in the GPU cloud market, with strong revenue growth and Nvidia-endorsed infrastructure, driving early-stage momentum. Despite a premium valuation, CoreWeave's rapid R&D investment and sector-leading partnerships with Microsoft and Nvidia justify its growth potential. The Core Scientific acquisition expands CoreWeave's data center footprint and operational scale, supporting future cost savings and financial stability.
I'm Buying CoreWeave's Insatiable GPU Hunger (Double Upgrade)
CoreWeave's Q2 report signals a coming acceleration in revenue growth, driven by major capex ramp and a $30B order backlog. Management reaffirmed a $20-23B capex target for CY25, positioning the company to double active GPU capacity and recognize significant revenue. Shares trade at an attractive 9.7x forward revenue multiple, offering at least 25% upside, as valuation catches up to growth prospects.
CoreWeave: Significant Upside Ahead With GB300 Ramp
I initiate my coverage on CoreWeave with a strong buy. The selloff post Q2 earnings was an opportunity to finally add this AI player to my portfolio. The key pillar in my thesis is forward revenue visibility (i.e., backlog), which hit $30.1 billion in Q2, up 86% yoy, with half of contracts under 24 months. GB300 is the near term catalyst. The GA of this superchip could push the ramp into Q4, after July's first-cloud GB300 NVL72 deployment with Dell.
CRWV Stock Crashes Post Q2 Earnings: Stay Invested or Make an Exit?
CoreWeave shares tumble 33% despite record Q2 revenues, as high leverage, soaring capex, and profit pressures weigh on sentiment.
CoreWeave, Inc. (CRWV) Q2 2025 Earnings Call Transcript
CoreWeave, Inc. (NASDAQ:CRWV ) Q2 2025 Earnings Conference Call August 12, 2025 5:00 PM ET Company Participants Deborah Crawford - Corporate Participant Michael N. Intrator - Co-founder, President, CEO & Chairman Nitin Agrawal - Chief Financial Officer Conference Call Participants Brad Alan Zelnick - Deutsche Bank AG, Research Division Bradley Hartwell Sills - BofA Securities, Research Division Gregg Steven Moskowitz - Mizuho Securities USA LLC, Research Division Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division Keith Weiss - Morgan Stanley, Research Division Mark Ronald Murphy - JPMorgan Chase & Co, Research Division Michael James Turrin - Wells Fargo Securities, LLC, Research Division Michael Joseph Cikos - Needham & Company, LLC, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Tyler Maverick Radke - Citigroup Inc., Research Division Operator Thank you for standing by.
