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/CRWV
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CoreWeave Inc

CoreWeave Inc

CRWV
$73.21USD↑+0.41%+0.30 today

MARKET CAP

39.9B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$69 – $75

52W RANGE

$64
$153

AI Summary

Stalk
Sell NowMedium

CRWV remains in a clear Stage 4 decline with a series of lower highs and lower lows under bearish EMA alignment. The medium-term bias is firmly bearish, reinforced by the active Support Failure pattern, while short-term momentum is exhibiting continued downward tracking below declining EMAs. Although oversold readings warn of a potential relief bounce, execution now should focus on selling into minor rallies near broken support or declining EMAs to participate in the ongoing downtrend.

  • ↑Q1 revenue rose 112% YoY to $2.1B
  • ↑Contracted backlog near $100B, 36% to be recognized in 24 months
  • ↓Net loss widened to $740M in Q1 2026, negative profitability
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The case for & against

Bull & Bear analysis

Bearish

CoreWeave, Inc. (NASDAQ: CRWV) is a leading provider of cloud infrastructure specifically designed for high-performance artificial intelligence (AI) workloads. The company has positioned itself as a critical player in the rapidly evolving AI cloud services landscape, focusing on scaling its data center capabilities to meet surging demand across various industries. CoreWeave operates within the AI cloud services theme, capitalizing on increasing enterprise adoption of AI technologies.

Bull says

  • ↑Q1 revenue rose 112% YoY to $2.1B
  • ↑Contracted backlog near $100B, 36% to be recognized in 24 months
  • ↑Over $40B in new customer commitments; 90% cross-product uptake
  • ↑Raised $20B in debt and equity; $3.3B cash on hand
  • ↑High growth and momentum factors point to robust AI demand
  • ↑Partnerships with Meta and OpenAI expand market reach

Bear says

  • ↓Net loss widened to $740M in Q1 2026, negative profitability
  • ↓Revenue relies heavily on few clients, including $21B Meta deal
  • ↓2026 CapEx guidance of $31–35B and $536M interest expense weigh on cash flow
  • ↓Executives sold $2.63B in shares; stock downgraded by Mizuho
  • ↓Weak profitability factors and high leverage increase rate sensitivity
  • ↓Elevated short interest and low institutional ownership signal skepticism

Investment themes with CRWV

Datacenter↓ -0.39%

Infrastructure powering data storage and cloud computing

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MEME↓ -2.09%

SNDK · LITE · CRWV
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Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-08-2026neutral

Transcript signals

Bull points

  • Q1 marks another historic quarter for CoreWeave. Record customer commitments, bringing backlog to nearly 100 billion, more than 2 billion of quarterly revenue, and more than one gigawatt of active power, while unlocking deeper, more efficient sources of financing.
  • Demand for CoreWeave Cloud is accelerating, and we remain largely sold out of our 2026 capacity, with prices increasing across the board from Ampere to Hopper to Blackwell.
  • Turning to Q1 results, revenue was $2.1 billion in Q1, up 112% year-over-year and 32% sequentially, driven by continued strong execution in deploying our capacity.

Bear points

  • Adjusted operating income for Q1 was $21 million compared to $163 million in Q1 of 2025, just above the midpoint of our guidance. Our Q1 adjusted operating margin was 1%, which we continue to expect to be its low point as cloud capacity further ramps in coming quarters.
  • Net loss for Q1 was 740 million compared to a net loss of 315 million in Q1 of 2025. Interest expense for Q1 was $536 million compared to $264 million in Q1 of 2025, driven by increased debt to support the continued scaling of our infrastructure and delivery of our contracted customer commitments.
  • Adjusted net loss for Q1 was $589 million compared to $150 million in Q1 of 2025.
Read full transcript analysis ›