CoreWeave, Inc. (CRWV)
NASDAQ (NGS) NASDAQ (NGS) Primary 
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.
CoreWeave CEO talks earnings 'blowout' and stock retreat
CoreWeave (CRWV) stock continues to fall on Thursday, extending the company's post-earnings nosedive. CoreWeave CEO Michael Intrator joins Market Catalysts with Julie Hyman to discuss the earnings print, the company's stock performance, artificial intelligence (AI) opportunities, the upcoming acquisition of Core Scientific (CORZ), and more.
CoreWeave: The First AI Bubble Domino Falls (Rating Downgrade)
CoreWeave's rapid revenue growth is overshadowed by persistent losses, heavy dilution, and unsustainable spending fueled by expensive, high-interest debt. The company's capital expenditures far exceed revenue, with more than $10 billion in debt and rising interest costs now surpassing $1 billion annually. Declining GPU rental prices and fierce competition from cloud giants like Microsoft, Google, and Amazon further limit CoreWeave's upside and margin potential.
CoreWeave's Stock Drop Sets Up A Risky But Tempting Trade
CoreWeave's Q2 showed strong revenue growth but missed EPS, and the looming lockup expiration is causing short-term selling pressure. Valuation has become more attractive after a significant price drop, and technicals suggest a potential bullish setup for a short-term trade. Risks remain high, especially with 83% of Class A shares potentially hitting the market after the lockup expiration.
CoreWeave's lockup is about to expire. What that could mean for the stock.
Corporate insiders will soon be able to unload shares, which could cause some selling pressure but also ultimately reduce volatility by increasing the stock's float.
CoreWeave Q2: Why I Changed From Bear To Bull
CoreWeave delivered 207% year-over-year revenue growth in Q2 and raised its FY 2025 outlook, amid surging AI-driven Data Center demand. The company's aggressive, debt-financed CapEx strategy supports rapid expansion, with a $30.1B revenue backlog and a major partnership with OpenAI providing support. Despite debt risks, CoreWeave's forward price-to-revenue ratio of 3.7X makes it one of the cheapest Data Center plays, versus rivals like Nebius.
CoreWeave Rode the AI Boom. Can It Pass a Crucial Test of Investor Enthusiasm?
The AI cloud operator has soared since its IPO, but a coming flood of shares following a disappointing report could shift the dynamic.
CoreWeave's Q2 Loss Narrows Y/Y, Revenues Up, Stock Down
CRWV posts narrower Q2 loss, record revenue surge of 207% on AI-cloud demand. It lifts 2025 revenue outlook amid major customer wins.
CoreWeave's stock is polarizing Wall Street. These are the big post-earnings debates.
Investor expectations for CoreWeave are high. Can the company continue justifying its stock price?
