Added to YB: 2025-12-04
Pitch date: 2025-12-03
CRWV [bullish]
CoreWeave, Inc.
+2.22%
current return
Author Info
nVariant is on the search for deep value opportunities. Sign up for the newsletter.
Company Info
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.
Market Cap
$41.2B
Pitch Price
$79.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.32
P/E
-27.96
EV/Sales
13.23
Sector
IT Services
Category
growth
WTF is a Coreweave (CRVW)?
CRWV: AI hyperscaler w/ Q3 sales $1.36B vs Q1 $982M, but -$4.5B FCF, $9.7B current liabilities vs $4.7B current assets, $310M/qtr interest expense. Trades 9x TTM revenue at $38B mkt cap. Asymmetric bet: great if AI demand sustains, worthless if orders pullback.
Read full article (1 min)