CRWV's record-breaking Q3, fueled by surging demand and AI partnerships, underscores its rapid climb in the AI cloud race.
Shares of CoreWeave (NASDAQ: CRWV) have mounted a sharp reversal in sentiment over the past 24 hours, swinging from deeply bearish to neutral-to-bullish territory on Reddit and X.
CRWV's shares have tumbled after third-quarter results, as rising capex, high leverage and trimmed guidance raised investor caution despite robust AI-driven growth.
CoreWeave generated $1.36 billion in Q3 2025 revenue, up 134% year-over-year, with adjusted EBITDA of $838 million and 61% margins. Revenue backlog climbed to $55.6 billion, up 271% year-over-year, with 60% tied to investment-grade customers and diversified across sectors. Total contracted power capacity reached 2.9 gigawatts, with 590 megawatts active and 1 gigawatt expected to be sold within 24 months.
CoreWeave CEO Michael Intrator explains what's behind the company's data center delays and stock dip on ‘The Claman Countdown.' #fox #media #us #usa #new #news #foxbusiness #coreweave #technology #ai #datacenters #stocks #economy #business #technews #investing #markets #ceo #innovation #finance #wallstreet
CoreWeave NASDAQ: CRWV stock dropped over 15% after its third-quarter earnings report, a sharp reversal for the high-flying artificial intelligence (AI) infrastructure provider. The drop was a direct reaction to a cut in the company's full-year 2025 revenue and capital expenditure guidance, a headline that sent skittish investors heading for the exits.
CoreWeave displays impressive AI-driven growth but faces concerns over heavy capital spending, rising debt, and modest operating profits. Sequential revenue growth is slowing, with Q3 revenues at $1.36 billion and operating profits offset by ballooning interest expenses. The company maintains a large backlog and continues to invest aggressively, but net debt has surged to $11 billion, and profitability remains elusive.
CoreWeave (NASDAQ:CRWV) shares fell almost 13% after the cloud infrastructure provider lowered its full-year 2025 guidance, even as its third quarter results topped Wall Street estimates. The company now expects 2025 revenue of $5.05 billion to $5.15 billion, down from a prior range of $5.15 billion to $5.35 billion, due to timing and capacity delays with a third-party data center vendor.
Shares in CoreWeave Inc are sinking this morning after the company revealed its third-quarter 2025 results yesterday.
CoreWeave (NASDAQ: CRWV) recently reported Q3 earnings that showed negative EPS of 22 cents and revenue of $1.36 billion, which beat analysts' expectations of $1.29 billion.
Although CoreWeave's stock fell after news of the delay, the company's revenue backlog continues to grow.
Nebius Group N.V.'s Q3 earnings outperformance has reinforced its position as one of the most operationally disciplined contenders in the neocloud business, delivering sustained scalability and margin expansion despite inherent capital intensity. The company's organic growth trajectory remains well supported by sustained expansion of multi-year hyperscaler partnerships, including the latest multi-year $17 billion agreement with Microsoft and $3 billion with Meta. Adjacent capacity expansion across Europe and the U.S., alongside new initiatives like Nebius Token Factor are expected to enhance utilization and capital efficiency, reinforcing recoverability on fast-depreciating GPU assets.