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CRCRWV

CoreWeave, Inc. Class A Common Stock

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$CRWV·$40B·Software - Infrastructure·Technology
$73.21+0.4%YTD-1.0%1Y-44.6%
Mentions · last 7 days
2026-07-11: 221 posts2026-07-12: 217 posts2026-07-13: 387 posts2026-07-14: 445 posts2026-07-15: 611 posts2026-07-16: 610 posts2026-07-17: 575 posts3,100+30%
Price updated 11h ago·X counts updated 11h ago
CRCRWV
$CRWVCoreWeave, Inc. Class A Common Stock
$73.21+0.41%3.1k posts+30%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRWV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeSelling offAI verdict · as of 2026-07-18

Falling on heavy selling — points lower unless it turns around.

AI-cloud neocloud leader is 46-50% off its highs and still losing sessions — the backlog and insider buys are real, but so is the group unwind.

CoreWeave is the AI-datacenter neocloud that led the pure-play GPU cloud trade and is now in the sharpest drawdown of the group. The bull case has real ingredients but the tape is not letting them work.

  • The backlog growth is genuinely large — a reported step from $99.4B to over $130B is exactly the kind of commitment number that would rerate a mature cloud business, and the disclosure that a meaningful share is take-or-pay is what defines the bull thesis.
  • The insider-buy datapoint carries weight — $17M of open-market buying last week is a real personal-conviction signal from people who see the pipeline that outside investors do not, and it is the kind of tell that often marks intermediate lows in beaten-down names.
  • The tape's problem is the group, not the story — CoreWeave, IREN, and Nebius have all traded down together and the entire neocloud complex has broken key support; even patient dip-buyers are watching $80 flip from support to resistance, which is the definition of an ongoing breakdown.
  • The mechanics remain difficult — operating margin slightly negative, free-cash-flow yield near -19%, debt-to-equity around 3.7; even with the backlog, the cash-generation profile is why the market is discounting the pipeline aggressively during a group risk-off.
  • The mechanical setup for a squeeze is real — 33.8% short interest into a beaten-down chart with a Gartner Visionary placement in the Cloud AI Infrastructure Magic Quadrant, and the consensus target of a bounce back to $100 if the group can hold is the trade the bulls are waiting on.

The tape only reverses when the neocloud group as a whole stops making lower lows for at least a full week — a group base with CoreWeave holding $80 as support restarts the setup; another leg down in Nebius or IREN and CoreWeave breaks its own recent low even with the $17M of insider buying underneath.

Agrees with X sentimentX reads both sides fairly — the $130B backlog, $17M insider buy, 33.8% SI, and Gartner placement are real bull ingredients, and the group breakdown alongside IREN and Nebius is the real reason none of it is working. The honest read is that the story leg exists but is being overwhelmed by the sector unwind, and both sides of the sample are describing that correctly.

What to watch: Whether the neocloud group (IREN, Nebius, CoreWeave) stops making lower lows for a week and CoreWeave holds $80. A group base restarts the setup; another leg down invalidates even the insider-buy tell.

neocloud group breakdownhigh short interestrecent insider buysbacklog growth

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment40 posts analyzed · as of 2026-07-17

CoreWeave is one of the sharpest AI-datacenter drawdowns in the sample, roughly -46% to -50% from ATH alongside the broader neocloud selloff. Bulls point to $17M of insider buying last week, a backlog that reportedly grew from $99.4B to $130B+, take-or-pay contracts, Gartner Visionary placement in the Cloud AI Infrastructure Magic Quadrant, and 33.8% short interest as a squeeze setup. Bears counter that the stock is down every day, that the entire neocloud group has broken key support levels together, and that even patient dip-buyers are seeing $80 flip to resistance. The consensus target is a bounce back toward $100 if the group can hold.

Read the AI verdict + X sentiment for $CRWV

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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 — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $CRWV

Partial — Rents NVIDIA GPU clusters as a cloud infrastructure provider specialized for generative AI and HPC workloads; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%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
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%
Q2 2025Aug 12, 2025$-0.27$-0.23-16.4%
Next earningsTue, Aug 11·consensus EPS $-1.12

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 26 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.7B$11.3B – $13.4B-$3.56-$5.19 – -$1.2326
FY27$25.0B$16.3B – $28.9B-$1.12-$3.96 – $2.7726
FY28$40.0B$39.9B – $40.1B$3.36-$1.21 – $10.8919
FY29$55.0B$42.5B – $61.7B$6.92$4.87 – $8.0110
FY30$79.9B$61.7B – $89.6B$15.49$10.91 – $17.9516

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.0.9×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.10%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.-29.2%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.-25.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 338.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.3% 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.β7.135-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

SellJul 14Michael N IntratorCEO307.7K sh$24.9MSellJul 13Brannin McbeeChief Development Officer195.7K sh$16.6MSellJul 8Michael N IntratorCEO61.8K sh$5.4MSellJul 8Nitin AgrawalCFO3 sh$249SellJul 7Michael N IntratorCEO307.7K sh$25.4MSellJul 6Brannin McbeeChief Development Officer59.8K sh$5.1MSellJul 6Kristen J McveetyGC and Secretary22 sh$2KSellJul 1Brian M VenturoChief Strategy Officer76.8K sh$6.7MSellJun 30Chen GoldbergEVP, Product & Engineering4 sh$383SellJun 30Jeff BakerPrincipal Accounting Officer4 sh$383
1–10 of 56
+ 46 other (26 conversions · 17 exempts · 1 other · 1 award · 1 gift) 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
Free, forever. No credit card.

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 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.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

CoreWeave, Inc. (CRWV), through its subsidiary CoreWeave Financing DDTL V, LLC, entered into a $3.1 billion delayed draw term loan credit agreement on May 15, 2026, with Morgan Stanley Senior Funding as administrative agent, MUFG Bank and Morgan Stanley as lead arrangers, and U.S. Bank Trust Company as collateral agent. The delayed draw structure allows CoreWeave to access proceeds over time as needed for capital-intensive GPU infrastructure build-out. This is a transformative debt financing for this recently-public AI cloud infrastructure company, materially increasing leverage but substantially expanding capacity to fund hyperscale compute deployment.

8-KMaterial agreementApr 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

CRWV entered into a indenture (8-K Item 1.01, dated 2026-04-21). Counterparty: Weave, the guarantors party thereto and U.S. Bank Trust Company. Size: approximately $1,000,000,000. Rate: 9.750%. Due 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KUnregistered equity saleApr 158-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

CRWV filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-15. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KMaterial agreementApr 148-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
AI summary

CRWV entered into a indenture (8-K Item 1.01, dated 2026-04-14). Counterparty: Weave, the guarantors party thereto and U.S. Bank Trust Company. Size: approximately $1,750,000. Rate: 9.750%. Due 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 24 other (10 13Gs · 4 8-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After ‘Meta Compute' Was Announced.247wallst.com·22h agoHere's why IREN, CoreWeave, and Nebius stocks are in free fallinvezz.com·1d agoNebius Sinks 13% as the Neocloud Trade Unravels; How CoreWeave, IREN, and the AI Data Center Stocks Stack Up247wallst.com·2d agoDown 50% From Its High, Is CoreWeave a Bargain or a Value Trap?fool.com·2d agoOracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?247wallst.com·2d ago

In themes

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

AI InfrastructureAI Neocloud & GPU Cloud

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