Added to YB: 2026-05-13
Pitch date: 2026-05-11
CRWV [neutral]
CoreWeave, Inc.
Author Info
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
$62.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.54
P/E
-36.38
EV/Sales
15.33
Sector
IT Services
Category
growth
CoreWeave, Inc. (CRWV) — Q1 2026 Results
CRWV (earnings): Q1 rev $2.1B (+112% YoY), beat 5-8%; record $40B+ bookings push backlog to $99.4B ($98.8B RPO). Meta $21B, Jane Street $6B, Anthropic added. Adj op income $21M (1% margin) - Q1 trough; mgmt reaffirms $900M-$1.1B FY target requiring $919M H2 delivery. Pricing up across all GPU gens (A100/H100/H200/L40) on inference demand. DDTL 4.0 $8.5B investment-grade non-recourse <6% financing w/ NVIDIA $2B equity stake signals structural moat. Q2 guide $30-90M adj op income. Risk: D&A accelerating $1.15B/Q, interest $536M Q1 rising to $2.5-2.8B FY on >$10B post-Q1 raises. 7.3x FY rev, 4.9x exit ARR. Execution must deliver or multiple compresses.
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