Added to YB: 2026-07-16
Pitch date: 2026-07-15
CRWV [bullish]
CoreWeave, Inc.
Author Info
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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
$45.5B
Pitch Price
N/A
Price Target
115.00 (+44%)
Dividend
N/A
EV/EBITDA
17.67
P/E
-26.42
EV/Sales
12.58
Sector
IT Services
Category
growth
CoreWeave: A Masterclass in Financial Engineering
CRWV (new position): AI cloud provider, best-in-class NVIDIA GPU deployment (2x Semianalysis platinum). $100B RPO (+3x YoY), $12B rev this yr (+100%), $20B ARR, $30B+ by '27. Misunderstood debt (contract-backed, boosts ROE), depressed margins near overhang. Trades at discount to Nebius. PT $115 (+38%). Risks: NVIDIA concentration, execution/supply, Meta competition, insider selling. 5% position.
Read full article (13 min)