CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company is headquartered in Livingston, New Jersey.
| Revenue (TTM) | $6.23B |
| Gross Profit (TTM) | $4.32B |
| EBITDA | $3.02B |
| Operating Margin | -6.93% |
| Return on Equity | -40.70% |
| Return on Assets | -0.22% |
| Revenue/Share (TTM) | $12.32 |
| Book Value | $8.95 |
| Price-to-Book | 8.39 |
| Price-to-Sales (TTM) | 6.41 |
| EV/Revenue | 11.69 |
| EV/EBITDA | 23.82 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 111.60% |
| Shares Outstanding | $447.57M |
| Float | $313.82M |
| % Insiders | 18.37% |
| % Institutions | 59.67% |
Volatility is currently contracting
CoreWeave (NASDAQ:CRWV) heads into its 2Q26 earnings report in early August with investors watching execution more than demand. Demand for GPU capacity is still strong and customer commitments keep growing, but the real story now is whether the company can build out and activate power fast enough to keep up, according to analysts at Bank of America.
CoreWeave remains a high-conviction “Buy” despite recent volatility and a ~50% decline from May highs. CRWV's business model secures multi-year recurring revenue through long-term rental contracts, differentiating it from hardware suppliers exposed to cyclical sales. A $21 billion, six-year contract with Meta underpins CRWV's revenue visibility and strategic positioning in the AI compute rental market.
CoreWeave currently demonstrates a stronger position on revenue, maintaining a substantially higher baseline than Applied Digital. Over the last eight quarters, CoreWeave recorded consistent quarter-over-quarter revenue increases, while Applied Digital experienced a more volatile quarter-over-quarter pattern.
Shares of CoreWeave (NASDAQ:CRWV) currently trade at $72.91, down 35% over the past month and well below the Wall Street consensus price target of $141.15, an implied gap of roughly 94%.
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