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TickerTalks›$CRWV
CRCRWV

CoreWeave, Inc. Class A Common Stock

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$CRWV·$64B·Software - Infrastructure·Technology
$111.82-5.2%YTD+59.5%1Y-35.8%
Mentions · last 7 days
2026-06-15: 519 posts2026-06-16: 851 posts2026-06-17: 639 posts2026-06-18: 558 posts2026-06-19: 189 posts2026-06-20: 544 posts2026-06-21: 253 posts3,579+6%
Price updated 12m ago·X counts updated 20h ago
CRCRWV
$CRWVCoreWeave, Inc. Class A Common Stock
$111.82-5.20%3.6k posts+6%
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 hypeAcceleratingAI verdict · as of 2026-06-22

The move is getting stronger, with heavier trading behind it.

CoreWeave joins the Nasdaq-100 on June 22 — and the executive team just sold $100M+ of stock the week before the index add.

CoreWeave is the pure-play AI-cloud operator built on Nvidia GPUs that became the institutional template for the neocloud category. It went public earlier this year, and the run into Nasdaq-100 inclusion has compressed twelve months of news into the last week.

  • The growth print is on a different scale: Q1 revenue grew 112% year-over-year to $2.08B with gross margin at 66%, and analyst FY27 revenue is modeled at $25B against FY26's $12.7B — the run-rate is roughly doubling each year, and a $99B disclosed backlog (Cantor sees it heading to $130B) backs the trajectory.
  • The leverage is genuinely large: $3.5B of dollar/euro bonds completed June 18 (9.625% USD / 8.500% EUR coupons, 2032 maturity), a $3.1B Morgan Stanley delayed-draw term loan from May, and 3.7x debt-to-equity overall — high yields signal the credit market sees execution risk.
  • Insider selling is unusually heavy ahead of the index add: CEO Michael Intrator sold ~$66M across June 9 and 16, McBee sold $24M, Venturo $11M, Agrawal $11M — over $115M of named-officer selling in the same window the stock was running 25-30% into Nasdaq-100 inclusion is a signal that needs to sit alongside the bullish narrative.

The June 22 index inclusion brings forced passive buying, but August 11 earnings is the real read: backlog conversion, gross margin, and any Vera Rubin NVL72 customer-shipment commentary. A clean print extends the move; backlog softening against this leverage and insider tape is the risk.

Agrees with X sentimentX is overwhelmingly bullish — Cantor's $167 PT, the $99B-to-$130B backlog framing, Vera Rubin validation, DeepSeek-V3 MLPerf record, and the NBIS-at-$20 comparison. The verdict shares the constructive read but takes the $115M+ insider sales tape more seriously than the corpus did: the executive team running for liquidity into the index add is the single piece of information the bull thread tries hardest to ignore.

What to watch: Q2 earnings August 11 — backlog conversion (does $99B move higher or get walked down), gross margin trajectory, and any Vera Rubin NVL72 customer-shipment commentary. A clean print extends the move; backlog softening or supply-constraint language against 3.7x debt/equity is the risk.

On the calendar: 2026-06-22 — Nasdaq-100 index inclusion

X sentiment

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

Bullish sentiment225 posts analyzed · as of 2026-06-21

CoreWeave is the week's standout neocloud story, up roughly 25 to 30 percent on Nasdaq-100 inclusion effective June 22 and a Cantor Fitzgerald price-target hike to $167 citing run-rate EBITDA disclosures from the recent $3.5B bond raise. The bull thesis hammers a $99B backlog moving toward $130B, first-mover validation of Nvidia's Vera Rubin NVL72 rack, and a record DeepSeek-V3 MLPerf training run. A vocal minority flags leverage and 'Jensen jail' supply dependence after a BB- rated $1B off-balance-sheet bond at Elk Grove. Overall positioning skews aggressively long, with traders comparing the setup to NBIS at $20.

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

Enterprise software infrastructure is in a multiple compression phase (-16.3% YTD) as investors demand proof that AI spend converts to revenue. Winners: hyperscale-adjacent names (CoreWeave for GPU cloud, CrowdStrike for AI-native security, Palantir for DoD AI). Losers: legacy infrastructure vendors facing enterprise consolidation and AI substitution.

What this means for $CRWV

Direct beneficiary — CoreWeave's NVIDIA GPU cluster rentals for generative AI and HPC directly benefit from enterprise AI infrastructure spend as the key independent alternative to hyperscaler GPU capacity.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-16.3%YTD
-15.2%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$-0.89$-0.50-78.1%
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 $-1.05

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 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.7B$11.3B – $13.4B-$3.36-$4.95 – -$1.1725
FY27$25.0B$16.5B – $29.3B-$0.91-$3.64 – $3.1525
FY28$39.9B$39.9B – $39.9B$3.26-$1.18 – $10.5719
FY29$55.0B$42.7B – $62.1B$6.35$4.51 – $7.4110
FY30$80.0B$62.1B – $90.2B$14.14$10.04 – $16.5016

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.2.2×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.44%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.+5.9%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.+17.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 337.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today19.4% 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.β7.105-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

SellJun 17Brian M VenturoChief Strategy Officer73.7K sh$8.7MSellJun 16Nitin AgrawalCFO50.6K sh$5.9MSellJun 16Michael N IntratorCEO307.7K sh$35.9MSellJun 15Chen GoldbergEVP, Product & Engineering5.5K sh$594KSellJun 15Brannin McbeeChief Development Officer231.8K sh$24.9MSellJun 11Nitin AgrawalCFO63.9K sh$6.0MSellJun 10Brian M VenturoChief Strategy Officer26.8K sh$2.6MSellJun 9Michael N IntratorCEO307.7K sh$30.4MSellJun 8Brannin McbeeChief Development Officer8.3K sh$830KSellJun 3Brian M VenturoChief Strategy Officer131.4K sh$14.8M
1–10 of 37
+ 28 other (16 conversions · 10 exempts · 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
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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 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 (9 13Gs · 5 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 is Joining the Nasdaq-100. Is the Stock a Buy?fool.com·1d agoCoreWeave: Breaking Down Why The Only Platinum Neocloud Won't Stay Discounted For Longseekingalpha.com·3d agoBeyond the Trillion-Dollar Club: 3 High-Growth Tech Stocks to Buy Right Nowfool.com·3d agoJim Cramer: CoreWeave's Backlog ‘May Be Much Greater' Than Wall Street Thinks247wallst.com·3d agoThe Nasdaq-100 Is Getting 5 New Members. Here's the List.fool.com·3d ago

In themes

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

AI InfrastructureAI Neocloud & GPU Cloud

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