CoreWeave, Inc. (CRWV)
CoreWeave Q1: $40 Billion In New Commitments Ain't Enough (Downgrade)
I hate to say it, since I'm not a believer in the efficient market hypothesis, but any upside for CoreWeave, Inc., like the record $40B in commitments last quarter, is largely priced in. CRWV is the obvious leader among neoclouds, with a FY26 exit ARR target of $18B - $19B, far above Nebius' $7B - $9B or IREN's $3.7B. Therefore, the CRWV Q1 backlog growth of 284% YoY, which is now sitting at roughly 8.0x the midpoint of FY26 revenue guidance, did not change investor perception.
CoreWeave: The Ultimate AI Boom 'Picks And Shovels' Play
CoreWeave delivered over 100% Y/Y top-line growth in Q1'26, driven by hyperscaler and enterprise GPU compute demand. Despite a sharp operating margin contraction to 1% due to aggressive debt-funded Data Center expansion, I reaffirm a 'Strong Buy' rating. Revenue backlog surged 284% Y/Y to nearly $100B, fueled by multi-billion dollar deals with Meta, Microsoft, Jane Street, and others.
CoreWeave shares fall on wider-than-expected loss, soft outlook
CoreWeave (NASDAQ:CRWV) reported strong first quarter revenue growth that topped Wall Street expectations, but shares fell sharply as wider-than-expected losses and softer forward guidance weighed on sentiment. Revenue for the quarter reached $2.08 billion, up 112% from $982 million a year earlier and ahead of analyst estimates of about $1.97 billion, driven by continued demand for its AI infrastructure and cloud computing services.
CoreWeave: You Wouldn't Regret Buying This Massive Breakout
CoreWeave, Inc. fell despite posting a blockbuster near $100B revenue backlog, up almost 300% year-over-year. Demand isn't slowing down anytime soon. CRWV's contracted compute capacity exceeds 3.5 GW, with most expected online by end-2027, underpinning robust medium-term growth. Despite a $25B debt load and 26% interest charges as a percentage of revenue, CRWV's oversubscribed $3.1B DDTL deal signals strong market confidence.
CoreWeave, Inc. (CRWV) Q1 2026 Earnings Call Transcript
CoreWeave, Inc. (CRWV) Q1 2026 Earnings Call Transcript
5 Things to Know Before the Stock Market Opens
Stock futures are gaining ground Friday, while oil prices are holding steady amid uncertainty over the state of the ceasefire in Iran; the nonfarm payrolls report is expected to show that job growth slowed in April, as the economy faces risks including high gas prices caused by the war; Cloudflare shares are tumbling despite strong earnings as the company announced plans to cut about one-fifth of its workforce; shares of CoreWeave are also lower after the cloud computing provider posted a larger-than-expected loss for the first quarter; and Block shares are rising after the CashApp and Square parent topped Wall Street earnings estimates and lifted its profit forecast. Here's what you need to know today.
Nebius: 2 Warnings From CoreWeave's Q1 2026 Earnings
Nebius Group N.V. has surged over 100% YTD, fueled by resilient AI infrastructure capex and its acquisition of Eigen AI to enhance monetization of its AI Token Factory platform. However, visibility into scalable GAAP profitability remains limited, creating a weak pre-earnings setup after CoreWeave's latest results showed runaway growth is no longer enough without improving operating leverage. Rising component costs and elevated capex also increase Nebius' exposure to ROI-compression risks.
CoreWeave Stock Falls After Earnings. Why a Revenue Beat Wasn't Enough.
Revenue for the quarter reached $2.08 billion, up 112% on the year. But operating income fell a bit short of estimate.
Why CoreWeave stock is falling despite strong AI revenue growth?
Shares of AI infrastructure provider CoreWeave (NASDAQ: CRWV) fell about 6% in premarket trading on Friday after the company issued weaker-than-expected revenue guidance and lifted its capital expenditure outlook for next year. The company raised the lower end of its 2026 capital spending forecast to $31 billion from $30 billion, while maintaining the upper end of the range at $35 billion, signaling continued aggressive investment in data center infrastructure to meet surging artificial intelligence demand.
CoreWeave (CRWV) Reports Q1 Loss, Tops Revenue Estimates
CoreWeave (CRWV) came out with a quarterly loss of $1.11 per share versus the Zacks Consensus Estimate of a loss of $0.89. This compares to a loss of $0.6 per share a year ago.
CoreWeave reports ‘unprecedented' $100 billion backlog — but that comes at a cost
The stock is choppy as investors weigh record-breaking demand against widening losses.
CoreWeave Widens First-Quarter Loss as Costs Outpace Revenue Growth
The cloud provider reported a loss of $740 million as operating expenses rose to $2.22 billion, outpacing revenue growth.
