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CRCRWV

CoreWeave, Inc. Class A Common Stock

$CRWV·$49B·Software - Infrastructure·Technology
$84.89+0.8%YTD+24.3%1Y-9.1%
Mentions · last 7 days
2026-08-22: 236 posts2026-08-23: 212 posts2026-08-24: 379 posts2,691+10%
Price updated 5h ago·X counts updated 7d ago
CRCRWV
$CRWVCoreWeave, Inc. Class A Common Stock
$84.89+0.78%2.7k posts+10%
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 hypeStalledAI verdict · as of 2026-08-31

The move has stalled — likely just drifts unless something new shows up.

The AI cloud with the loudest customer list and the heaviest balance sheet — hyperscaler demand vs balance-sheet burn is now the entire trade.

CoreWeave rents NVIDIA GPUs by the hour to the AI labs and hyperscalers training frontier models — the highest-profile 'neocloud' name and the one Jensen Huang keeps mentioning by name on NVIDIA's earnings calls. The stock has gone essentially nowhere since spring as the bull-vs-bear argument on balance-sheet risk has fought to a draw.

  • Revenue is genuinely exploding: Q1 was up 112% YoY to $2.08B and management flagged a $130B backlog — a number so large it implies years of visible growth if execution and delivery hold.
  • The economics behind the growth are ugly though: Q1 free-cash-flow outflow was $4.7B and debt-to-equity is 3.7x, so every incremental GPU deployment gets funded by more paper — a fresh $2.6B delayed-draw term loan just closed to fund exactly that.
  • Insider selling is at a scale that hard to explain away — roughly $4B of executive stock sales this year against a $49B market cap, in a name Michael Burry is publicly short and where pre-2027 bankruptcy talk has entered the discourse.
  • The Vera Rubin systems are already running for customers and Hudson River Trading + Rescale added deal color this month — those are the two counter-signals the bull case leans on that the balance-sheet fear is overwrought.

The whole trade is whether hyperscaler demand can outrun the balance-sheet burn — the November print is when the backlog needs to start converting into cash flow rather than more debt. What restarts the move is a marquee contract disclosure with cash coming in; what invalidates the setup is an accelerated ATM or a customer-concentration disclosure that reveals the backlog rests on one anchor.

What to watch: November 9 earnings — need the backlog to start converting into cash flow (not just more debt) and executive selling to slow. An accelerated ATM or an anchor-customer-concentration disclosure confirms the balance-sheet bears.

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

ai infrastructurebalance sheet riskinsider selling heavycustomer concentration

X sentiment

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

Mixed sentiment141 posts analyzed · as of 2026-08-31

Sentiment is sharply divided between neocloud believers and debt-focused skeptics. Bulls point to $25 billion in new contracts booked in five weeks, a $130B backlog, Jensen name-dropping CoreWeave repeatedly on the Nvidia call, and even Trump insider buys. Bears counter with $124B in on- and off-balance-sheet debt (~3x market cap), executives set to have 'printed and sold $4 billion of stock' in 2026, Michael Burry short, and bearish targets down to $40.

Read the AI verdict + X sentiment for $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)
  • 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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $CRWV

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; CoreWeave, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%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 $-1.24

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 27 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.6B$11.3B – $13.3B-$3.93-$5.63 – -$1.3327
FY27$25.0B$16.3B – $29.0B-$1.35-$4.66 – $3.2627
FY28$40.1B$27.9B – $51.4B$3.05-$2.24 – $10.5321
FY29$55.4B$42.1B – $64.4B$6.19$4.26 – $7.5010
FY30$80.1B$60.9B – $93.2B$14.03$9.66 – $17.0110

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.0.6×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.26%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.-4.2%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.-7.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 339.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.1% 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.β7.415-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

SellAug 26Kristen J McveetyGC and Secretary2.1K sh$185KSellAug 25Michael N IntratorCEO307.7K sh$27.3MSellAug 25Nitin AgrawalCFO5.5K sh$488KSellAug 24Brannin McbeeChief Development Officer227.4K sh$19.4MSellAug 20Brian M VenturoChief Strategy Officer5.9K sh$542KSellAug 20Kristen J McveetyGC and Secretary4.0K sh$366KSellAug 20Brannin McbeeChief Development Officer3.6K sh$332KSellAug 20Michael N IntratorCEO13.1K sh$1.2MSellAug 20Chen GoldbergEVP, Product & Engineering8.6K sh$793KSellAug 20Jeff BakerPrincipal Accounting Officer1.3K sh$115K
1–10 of 83
+ 72 other (38 conversions · 28 exempts · 3 gifts · 2 awards · 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
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 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.

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.

+ 22 other (10 13Gs · 4 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

CoreWeave GC Kristen McVeety Sells 2,100 Sharesfool.com·10h agoIs Rescale's Cloud Expansion Another Catalyst for CRWV's AI Growth?zacks.com·16h agoBreakfast News: Sorting AI's $7 Trillion Build-Outfool.com·17h agoThis Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Nowfool.com·4d agoWhy the Summer Slump is Setting Up Wall Street's Next Rallyzacks.com·5d ago

In themes

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

AI InfrastructureAI Neocloud & GPU Cloud

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