CoreWeave, Inc. (CRWV)
CoreWeave revenue more than doubles in first quarter, topping estimates
CoreWeave exceeded analysts' estimates for revenue in the first quarter. The company has been raising billions of dollars in debt to finance its data center buildout as it serves the leading AI model developers.
CoreWeave Q1 Earnings Preview: Punished Or Praised? (Rating Downgrade)
CoreWeave, Inc. reports its Q1 print this Thursday, and two things are in focus post-78% YTD run: FY26 guidance revisions and CapEx outlook. We're expecting a for sure raise to FY26 outlook from $12B-$13B following the three deals announced in April, and still see upside on the Vera Rubin ramp in Q3. That said, we worry that upward CapEx revisions will precede a strong enough Q2 outlook and spook investors after the intra-quarter run.
CoreWeave Earnings Loom: What Estimates Say
The 2026 Q1 earnings season has been very positive so far, with growth for S&P 500 members that have reported so far remaining rock-solid. This week's reporting docket has several companies related to the AI frenzy on deck, including CoreWeave CRWV.
CoreWeave (CRWV) Price Forecast: AI Momentum Fuels Breakout Setup
CoreWeave stock strengthens after a bullish breakout, with multiple technical signals pointing to continued upside as investors look toward earnings for confirmation of momentum.
What Should Investors Do With CoreWeave Stock Ahead of Q1 Earnings?
CRWV gears up for Q1 2026 results with surging AI demand, massive backlog and heavy investments, but profitability pressures and debt loom large.
CoreWeave: The Backbone of the AI Revolution
AI infrastructure leader CoreWeave has explosive revenue growth and a massive backlog.
Earnings Preview: CoreWeave (CRWV) Q1 Earnings Expected to Decline
CoreWeave (CRWV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors Panicked on CoreWeave. Why It Might Be Time to Get Greedy
Investors seemed to have hit the panic button when it came to shares of CoreWeave (NASDAQ:CRWV), which shed just over 60% of its value at its worst point.
The VIX Dips Below 19. Here's What That Means for Your Portfolio.
The CBOE Volatility Index (^VIX) is trading near 18.84, below the psychologically sensitive 19 threshold and down 2.4% on the session, pushing the fear gauge below the 20 line even as the S&P 500 sits at all-time highs.
Better Buy: CoreWeave vs. Nebius Stock
Nebius and CoreWeave have close ties to Nvidia. Both expect their revenue to at least double this year.
CoreWeave: From Training To Inference, The Growth Story Isn't Over (Rating Upgrade)
CoreWeave is rated Strong Buy, with the market undervaluing its long-term AI infrastructure and software platform potential despite recent sharp price appreciation. CRWV posted FY25 revenue of $5.1B (168% YoY growth) and a $66.8B backlog, but remains unprofitable and highly leveraged, with $29.8B in debt. Revenue guidance for FY26 is $12–$13B (140% YoY growth), supported by major hyperscaler contracts, rapid capacity expansion, and a robust pipeline in both training and inference workloads.
CoreWeave's Story Just Changed
CoreWeave stock surged ~50% since last coverage, driven by $8.5B financing and $21B Meta contract validation. FY2026 revenue guidance of $12B–$13B largely supported by pre-allocated capacity and $66.8B contracted backlog visibility. Forward EV/Sales compresses from ~7x in 2026 to ~2.6x in 2027, reflecting rapid revenue scaling expectations.
