CRWV CoreWeave
GPU cloud; large consumer of powered shells
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
CRWV · price with what management and the data said
Timeline: management commentary, data & earnings
6 events-
6
2026-08-11EarningsBeat / raise
Reported EPS -1.14 vs -1.47 expected (+22.4% surprise).
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5
2026-05-07EarningsMiss / cut
Reported EPS -1.12 vs -0.91 expected (-22.4% surprise).
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4
2026-02-26EarningsMiss / cut
Reported EPS -0.89 vs -0.68 expected (-30.0% surprise).
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3
2025-11-10EarningsBeat / raise
Reported EPS -0.22 vs -0.48 expected (+54.4% surprise).
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2
2025-08-12EarningsMiss / cut
Reported EPS -0.6 vs -0.49 expected (-21.7% surprise).
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1
2025-05-14EarningsMiss / cut
Reported EPS -1.4 vs -0.22 expected (-538.4% surprise).
Latest headlines
Auto-updated daily- A Surprising New Rival Is Threatening CoreWeave (and It's Not Best Known as an AI Cloud Company)2026-10-23
- CoreWeave appears to have a lender problem, not a customer one2026-10-23
- CoreWeave Heads for Third Weekly Loss, Weighing on Stocks and Bitcoin Over AI Financing Fears2026-10-23
- CoreWeave Is Down 13% in a Week. Here's the Price at Which I'd Buy2026-10-23
- CoreWeave (CRWV) Launches New AI Tools Following A Sharp Selloff But Is It A Bargain2026-10-23
- CoreWeave's Rising Financing Uncertainty Reduces Visibility, Morgan Stanley Says2026-10-23
- Blackstone's $2.3 Billion CoreWeave Bet Sparked a Trillion-Dollar AI Lending Boom2026-10-23
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-11 | -1.47 | -1.14 | +22.4% |
| 2026-05-07 | -0.91 | -1.12 | −22.4% |
| 2026-02-26 | -0.68 | -0.89 | −30.0% |
| 2025-11-10 | -0.48 | -0.22 | +54.4% |
| 2025-08-12 | -0.49 | -0.6 | −21.7% |
| 2025-05-14 | -0.22 | -1.4 | −538.4% |
About CoreWeave
Website ↗CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale. It also offers data and storage solutions, such as Local Object Transport Accelerator; infrastructure control solutions, including CoreWeave Kubernetes service; mission control services, including node, rack, and fleet lifecycle management; model and agent development tools comprising Weights & Biases, an AI developer platform; and runtime acceleration. In addition, the company offers graphics processing unit compute, CPU compute, networking services, managed services, and virtual and bare metal servers. Its services also include visual effects rendering, machine learning, pixel s…
Powered land, permits and local consent decide when megawatts become racks. Power access now matters more than steel and concrete.
What would prove us wrong. Weakens if vacant powered capacity appears in key metros with falling rents.
Four US hyperscalers guided to roughly $700B+ of 2026 capex, with 2027 modelled near $1T. Their guides set demand for every supplier on this site; neoclouds add more.
What would prove us wrong. Weakens if two or more hyperscalers cut forward capex guidance in the same quarter.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| EQIX Equinix | Global interconnection and colocation | $965.8 | +1.12% | −4.2% | +28.0% | |
| DLR Digital Realty | Powered shells and hyperscale campuses | $173.1 | +0.41% | −3.1% | +14.2% | |
| IREN IREN | Power-secured campuses pivoting to AI cloud | $26.29 | +5.54% | −40.4% | −30.4% | |
| APLD Applied Digital | High-density AI campuses | $18.34 | +0.52% | −30.1% | −25.2% | |
| CORZ Core Scientific | Power-rich sites converted to AI hosting | $13.79 | +5.27% | −20.5% | −5.3% | |
| MSFT Microsoft | Largest AI cloud buyer; Azure and OpenAI capacity | $530.4 | +1.12% | +2.8% | +10.4% | |
| GOOGL Alphabet | Waymo driverless fleet and TPUs | $318.4 | −0.58% | −7.4% | +1.9% | |
| AMZN Amazon | AWS; Trainium custom chips and the largest capex budget | $249.7 | +0.68% | +0.0% | +8.2% | |
| META Meta Platforms | Gigawatt training campuses (Prometheus, Hyperion) | $638.8 | −0.60% | −15.0% | −3.0% | |
| ORCL Oracle | OCI AI cloud; Stargate capacity for OpenAI | $126.0 | −0.12% | −7.8% | −34.5% | |
| NBIS Nebius Group | Neocloud building GPU capacity in US and Europe | $161.9 | +1.99% | −31.8% | +93.4% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.