CRWV
CoreWeave, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for CoreWeave, Inc..
Coverage
Why CoreWeave Plunged Then Recovered This Week
Analyzes volatility tied to big tech AI capex signals; rebound after NVIDIA CEO comments; questions if massive spending benefits infra providers.
CRWV Surges ~20.5% After Sharp Intraday Plunge
Stock dropped ~20% early in week on AI spending concerns, then rebounded to ~$90 on heavy volume (~35M+ shares); ended week down only ~3.4%.
Prediction: CoreWeave Stock Will Double in 2026
Bullish case: Revenue to more than double on $55B+ backlog conversion; undervalued despite pullback; potential millionaire-maker if execution continues.
CoreWeave Announces Q4/FY2025 Earnings Date
Results and conference call set for February 26, 2026 at 5 PM ET; investors await updates on $55B+ backlog execution, capacity ramps, and guidance.
Earnings release dates
Company History
Long-term deals with OpenAI, Meta, Microsoft nearly doubled backlog; shifted focus to execution
Stock soared ~400-500%+ on massive contracts, NVIDIA partnerships, and AI boom
Transitioned from private (formerly Atlantic Crypto) to Nasdaq: CRWV; initial hype as AI/GPU cloud specialist
Executive sales to cover taxes; minor but noted amid valuation debate
Major endorsement; triggered upgrades and reinforced data center expansion plans
Key catalyst for capacity updates, backlog conversion, and guidance amid valuation debate
Plunged ~20% intraday on AI capex fears, then rebounded ~20%+; sensitivity to AI spending narrative
From crypto mining origins to full AI cloud focus; adding next-gen NVIDIA tech; CapEx-heavy model
