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CRCRWV

CoreWeave, Inc. Class A Common Stock

$CRWV·$45B·Software - Infrastructure·Technology
$61.39-11.9%YTD-5.7%1Y-56.7%
Price updated 7h ago·X counts updated 5d ago
CRCRWV
$CRWVCoreWeave, Inc. Class A Common Stock
$61.39-11.91%2.5k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CRWV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2,488X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CRWV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data24 posts analyzed · as of 2026-10-02

Sentiment is bullish on a smart-money setup — David Tepper's Appaloosa took a new 1.08M-share, $107M position, NVDA has $2B in at $87.20, UBS models $84.8B revenue by FY30 (from ~$13B in FY26), and a daily double-bottom at $80 is being quoted. The audible dissent is pointed: CoreWeave reportedly lost access to the bond market and a new issue could price in the teens, framed as a 6-18 month bankruptcy stress-test risk.

Read what X is saying about $CRWV

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRWV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The levered pure-play on AI compute buildout — Nvidia hardware financed with Nvidia-backed debt, coiling around a $104B backlog.

CoreWeave rents GPU clusters to AI labs — buying Nvidia hardware, financing it with Nvidia-backed debt, and signing hyperscaler contracts (Microsoft, Meta, OpenAI) that fund the next cluster. It's the levered, pure-play way to own the AI compute buildout, now coiling around the 50-day after a double-bottom near $80.

  • Revenue grew 112% YoY to $2.08B last quarter against a reported $104B contract backlog — the demand is real and the biggest customer concentration (Microsoft, OpenAI) is the kind that keeps paying through a cycle.
  • The balance sheet is doing all the work: debt-to-equity 3.75, free cash flow -$4.7B in a single quarter, plus a fresh $4.2B of 2.875% convertibles and a $3B ATM in September alone — the capital stack is designed for one outcome, and it isn't a soft landing in AI capex.
  • CEO Intrator sold roughly $78M across three September tranches at $81-$87, which is a steady drip, not a one-off trim; Tepper's new $107M long is the counterweight the bulls lean on.

The coil breaks higher if Nov 9 earnings show the backlog converting on schedule and the capped-call structure on the new converts holds. It breaks lower if the credit market widens further — "lost bond-market access" is the real counter-thesis and would force equity dilution right into a soft tape.

Agrees with X sentimentX bulls are right that the Tepper position, $104B backlog, and UBS's $84.8B FY30 model are real — and the double-bottom at $80 is a clean chart — but the "6-18 month burn down" voice is pointing at the actual counter-thesis: convertible markets, not fundamentals, decide the stock from here.

What to watch: Nov 9 earnings — quarterly contract conversion against the $104B backlog, and any widening in CRWV convertible spreads. A funding gap is what seals the decline; a clean conversion is what breaks the coil higher.

On the calendar: 2026-11-09 — Q3 FY26 earnings

Read the AI verdict on $CRWV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Rents NVIDIA GPU clusters as a cloud infrastructure provider specialized for generative AI and HPC workloads.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $CRWV.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $CRWV

Partial — Rents NVIDIA GPU clusters as a cloud infrastructure provider specialized for generative AI and HPC workloads.; AI-generated telemetry volumes are expanding monitoring spend, but competitive consolidation into platform deals compresses standalone tool pricing.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-33.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-2.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-19.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-40.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$-1.03$-1.21+14.9%
Q1 2026May 7, 2026$-1.11$-0.92-20.7%
Q4 2025Feb 26, 2026$-0.56$-0.50-11.7%
Q3 2025Nov 10, 2025$-0.08$-0.40+79.7%
Next earningsMon, Nov 9·consensus EPS $-1.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.1B+111.7%65.5%-6.9%$-1.40$-4.7B
Q4 FY25$1.6B+110.3%67.6%-5.7%$-0.89$-2.5B
Q3 FY25$1.4B+133.7%73.0%3.8%$-0.22$-699.8M
Q2 FY25$1.2B+206.7%74.2%1.6%$-0.60$-2.7B

Forward consensus

5-year forecast · up to 31 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.9B$12.8B – $13.2B-$4.05-$4.72 – -$1.1831
FY27$26.5B$22.9B – $31.5B-$1.91-$3.93 – $1.6031
FY28$42.6B$36.4B – $52.8B$0.97-$1.82 – $3.0727
FY29$61.1B$52.9B – $70.9B$7.16$5.92 – $8.6513
FY30$87.0B$75.4B – $100.9B$16.87$13.96 – $20.3913

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-29.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-33.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 349.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today26.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β7.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 13Jonathan JonesChief Revenue Officer21.6K sh$1.7MSellOct 12Nitin AgrawalCFO22.6K sh$1.8MSellOct 12Jonathan JonesChief Revenue Officer15.8K sh$1.3MSellOct 6Nitin AgrawalCFO3 sh$266SellSep 30Sachin JainCOO4 sh$351SellSep 30Michael N IntratorCEO78.6K sh$6.9MSellSep 30Chen GoldbergEVP, Product & Engineering5 sh$438SellSep 30Jeff BakerPrincipal Accounting Officer5 sh$438SellSep 30Nitin AgrawalCFO5 sh$438SellSep 30Brian M VenturoChief Strategy Officer65.6K sh$5.8M
1–10 of 105
+ 94 other (44 exempts · 42 conversions · 4 gifts · 2 awards · 1 expireshort · 1 other) in window

See when $CRWV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 228-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

CoreWeave, Inc. (CRWV) completed a $4.2B offering of 2.875% Convertible Senior Notes due April 1, 2033, including the full exercise of a $500M overallotment option, issued to qualified institutional buyers under Rule 144A. The Notes bear interest semi-annually and are general senior unsecured obligations guaranteed by CoreWeave's domestic subsidiaries. This is a transformative large-scale convertible note offering providing significant capital for CoreWeave's AI infrastructure expansion, though dilutive on potential conversion.

8-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

CoreWeave (CRWV) announced a $3.0 billion offering of convertible senior notes due 2033 via Rule 144A private placement, with a $500 million over-allotment option. The company plans capped call transactions to reduce potential dilution from conversion. At this scale, this is among the largest convertible note offerings in the AI infrastructure sector. The transaction gives CoreWeave substantial capital — partially insulated from dilution via the capped calls — to fund its accelerating data center buildout.

424B5Prospectus supplement (offering)Sep 17424B5
AI summary

CoreWeave (CRWV) filed a prospectus supplement for an at-the-market equity program authorizing the sale of up to 35 million Class A shares via an Equity Distribution Agreement. Deutsche Bank, Goldman Sachs, JPMorgan, and Morgan Stanley serve as sales agents, each earning up to 2% commission. ATM programs allow equity raises at prevailing market prices without a block offering discount. This filing provides CoreWeave flexible ongoing equity access alongside its concurrent $3.0 billion convertible note offering.

8-KMaterial agreementAug 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

CoreWeave (CRWV) disclosed that its subsidiary CoreWeave Financing DDTL V-V, LLC entered into a $2.6 billion delayed draw term loan facility on August 7, 2026, primarily to finance GPU servers and related infrastructure for customer contracts. JPMorgan Chase is administrative agent and MUFG Bank co-lead arranger and bookrunner. Draws are available until December 2026; the facility matures September 1, 2031. Interest is SOFR + 5.50% per annum (0.00% floor), making this a relatively expensive secured facility reflecting the capital intensity and pace of AI infrastructure buildout.

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

CoreWeave (CRWV) completed a dual-tranche high-yield note offering on June 18, 2026: $1,250 million of 9.625% Senior Notes due 2032 (USD) and €2,000 million of 8.500% Senior Notes due 2032 (EUR), both under Rule 144A with U.S. Bank Trust as indenture trustee. Both series are guaranteed by CoreWeave's subsidiaries. The aggregate raise (approximately $3.5B USD-equivalent) represents substantial leverage taken on by the AI infrastructure company to fund its rapid capacity expansion.

8-KPress release / Reg FDJun 118-K — Item 7.01: Press release / Reg FD
AI summary

CoreWeave, Inc. announced the launch of a $3.5 billion (or euro-equivalent) private offering of dollar- and euro-denominated senior unsecured notes due 2032, via Reg FD disclosure on June 11, 2026. The notes are offered under Rule 144A and Regulation S to qualified institutional buyers; proceeds will be used for general corporate purposes including repayment of outstanding indebtedness. The offering is unfiled supplemental information and does not constitute a public offer. This is a significant debt capital raise for a high-growth AI infrastructure company recently post-IPO, with proceeds primarily targeting debt refinancing.

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
AI summary

CoreWeave, Inc. held its 2026 Annual Meeting on June 8, 2026, with holders representing 85.51% of combined Class A and Class B voting power present. Stockholders elected Michael Intrator as a Class I director (1.07 billion votes for, 78 million withheld), ratified the independent auditor, and voted on two additional proposals (results not included in the excerpt). Routine governance for a recently-listed cloud AI infrastructure company; concentrated Class B voting means the outcome of all proposals was never in doubt.

S-3ASRAuto-shelf registrationJun 5S-3ASR
AI summary

CRWV (CRWV) filed an automatic shelf registration statement (S-3ASR) with the SEC. The registration establishes a shelf to offer common stock, preferred stock, debt securities from time to time. As an S-3ASR (automatic shelf), this registration is immediately effective upon filing — a privilege reserved for well-known seasoned issuers (WKSIs) with large public floats. The shelf registration does not commit the company to any specific offering but provides flexible capital markets access for future transactions.

+ 18 other (9 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CoreWeave: Why The Bond Crash Doesn't Change The Bullish Caseseekingalpha.com·9h agoCoreweave Slides 25% for the Week as AI Credit Concerns Grow | Closing Bellyoutube.com·11h agoThe Austin Powers steamroller: How to trade CoreWeave's slow moving crisiscnbc.com·13h agoCoreWeave, Nscale Put Neocloud Economics in Focusyoutube.com·14h agoCoreWeave Stock Crashes 20% This Week, but JPMorgan Says Wall Street Is Overreactingbenzinga.com·14h ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Neocloud & GPU Cloud

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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