CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company is headquartered in Livingston, New Jersey.
| Revenue (TTM) | $7.59B |
| Gross Profit (TTM) | $5.12B |
| EBITDA | $3.79B |
| Operating Margin | -1.90% |
| Return on Equity | -43.60% |
| Return on Assets | -0.24% |
| Revenue/Share (TTM) | $14.57 |
| Book Value | $9.12 |
| Price-to-Book | 9.54 |
| Price-to-Sales (TTM) | 5.93 |
| EV/Revenue | 12.38 |
| EV/EBITDA | 23.85 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 112.50% |
| Shares Outstanding | $458.87M |
| Float | $328.31M |
| % Insiders | 18.62% |
| % Institutions | 76.82% |
Volatility is currently contracting
CoreWeave carries $35.6 billion in debt, negative free cash flow, and a stock down sharply from its highs, yet one investor keeps buying more shares after every dip. Here is the case that makes the numbers look completely different.
AI stocks, including Nvidia, Oracle and CoreWeave, sank after the market learned more details about OpenAI's revenue. OpenAI told investors that it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed, lower than the the $68 billion figure widely reported late last month.
Neocloud stocks are making a move today, but not in a positive direction. CoreWeave (NASDAQ:CRWV) stock trades at $81.94, down 7%; that drop leads a selloff concentrated in the companies borrowing heavily to build artificial intelligence (AI) capacity.
CoreWeave carries a debt load that would make most investors close the browser tab, yet one investor keeps hitting the buy button after every earnings report. Here is the specific logic behind that conviction.
CRWV expands in India with a 240 MW AI data center deal, betting on advanced NVIDIA infrastructure and rising AI demand to fuel growth.
LIVINGSTON, N.J. & MUMBAI, India--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), the Essential Cloud for AI™, today announced its entry into India. Through a collaboration with AdaniConneX, CoreWeave plans to expand its AI Cloud platform with 240 megawatts (MW) of data center capacity in Navi Mumbai.As part of the expansion, CoreWeave intends to invest in India by establishing an office and hiring locally, creating an on-the-ground presence to collaborate with customers and partners throughout.
CoreWeave stock climbed to $91.90 on Tuesday, tracking gains across other neocloud companies such as IREN and Nebius. The shares are now up more than 50% from their lowest level this year.
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock carries a trailing twelve-month price-to-earnings ratio of 197x, a level that makes the shares hard to own on conventional terms.
Money chasing the higher-volatility end of cloud computing is concentrating in shares of Cloudflare (NYSE:NET | NET Price Prediction), while shares of Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) are tracing very different paths. Cloudflare stock is at $363.
CoreWeave IncTesla shares rise as Q3 deliveries beat production can capture stronger near-term pricing as AI demand far exceeds supply, Jefferies wrote after attending the company's Fully Connected conference. Jefferies noted that discussions with executives, customers, and management pointed to broad-based demand and visibility into 2028.
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