CoreWeave, Inc. (CRWV)
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.
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.
