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CRCRWV

CoreWeave, Inc. Class A Common Stock

$CRWV·$39B·Software - Infrastructure·Technology
$85.33-5.1%YTD+24.3%1Y-19.6%
Mentions · last 7 days
2026-07-29: 526 posts2026-07-30: 809 posts2026-07-31: 351 posts2026-08-01: 318 posts2026-08-02: 187 posts2026-08-03: 797 posts2026-08-04: 630 posts3,641+21%
Price updated 9m ago·X counts updated 2d ago
CRCRWV
$CRWVCoreWeave, Inc. Class A Common Stock
$85.33-5.07%3.6k posts+21%
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 hypeEvent coming upAI verdict · as of 2026-08-05

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

CoreWeave is the AI-cloud story with the $99B backlog everyone points to — and founder-executives now selling tens of millions ahead of the print.

CoreWeave rents Nvidia GPU capacity to the labs training frontier AI models. It's the largest independent neocloud, backed by Nvidia itself, sitting at a strange spot: 67% below its all-time high while claiming near-total forward-contracted demand.

  • The top-line growth is genuinely rare: Q1 revenue of $2.08B was up 112% year-over-year and 32% quarter-over-quarter — this is a business roughly doubling annually because every Anthropic-, OpenAI-, and Microsoft-style customer needs more GPUs than the company can deploy.
  • The financing structure is what gives the bears real material: debt-to-equity of 3.75x, ongoing $4.7B negative free cash flow last quarter, and a $2.6B loan facility whose credit-spread widening the CDS market noticed — the whole model works if capital-markets access stays open at reasonable rates, which is exactly the assumption a mid-cycle rate scare would break.
  • The insider signal is loud and points the wrong way into a print: CEO Michael Intrator sold roughly $30M across two July trades, co-founder Brannin McBee sold about $17M, and CFO Jeff Baker joined in — three executives synchronizing sales the week before earnings is the kind of cluster that historically precedes either guidance softness or a well-timed profit-take, and either read isn't the one bulls want.

The August 11 print is the whole near-term trade: any hint the $99B backlog is compressing on renewal terms or that customer concentration is deepening on Microsoft alone triggers a real re-rating. Bull outcome is a raised backlog with margin expansion; the bearish invalidation is a widened loss guide plus additional financing at unfavorable terms.

Differs from X sentimentX's mixed tape captures the debate well — bulls cite Cathie Wood's $23M add, Leidos, and the $99B backlog; bears note the loan-spread widening and CDS reads. What the bull thread underweights is the cluster of founder-executive sales this week, which is a sharper signal than either the CDS chatter or Ark's buy.

What to watch: August 11 Q2 earnings. A raised backlog with any margin expansion is the bull outcome. The bearish break comes from a wider FY loss guide, a customer-concentration disclosure, or news of additional expensive financing.

On the calendar: 2026-08-11 — Q2 earnings

heavy insider selling

X sentiment

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

Bullish sentiment146 posts analyzed · as of 2026-08-05

The mood on CoreWeave is euphoric after a ~45% bounce, Indonesia data-center expansion and Cathie Wood's ~$22M buy, with traders calling it 'the cleanest AI infrastructure setup' and Piper naming it top pick. Skeptics flag the debt structure, capex burden and 'shadow bank for compute' risk, but they are the minority voice heading into earnings; most posts are positioning long for a continued squeeze.

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

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; partial earnings exposure to software - infrastructure demand dynamics through its product portfolio.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-8.4%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 $-1.22

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.0.7×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.32%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.-3.2%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.-4.5%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 today6.0% 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 3Brannin McbeeChief Development Officer42.7K sh$3.5MSellJul 29Jeff BakerPrincipal Accounting Officer6.5K sh$429KSellJul 28Michael N IntratorCEO307.7K sh$20.5MSellJul 27Brannin McbeeChief Development Officer238.9K sh$16.9MSellJul 21Michael N IntratorCEO130.9K sh$10.1MSellJul 20Brannin McbeeChief Development Officer179.1K sh$13.4MSellJul 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$249
1–10 of 62
+ 53 other (31 conversions · 18 exempts · 2 awards · 1 other · 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.

+ 19 other (7 13Gs · 3 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 Signs Multi-Year Agreement With Solidigm to Strengthen Its Integrated AI Cloud Platformgurufocus.com·2d agoBackblaze: Neoclouds And CoreWeave Have Rewritten Its Growth Trajectoryseekingalpha.com·2d agoCoreWeave Stock Is Down More Than 40% From Its 52-Week High. Should Investors Buy the Dip?fool.com·2d agoCore DNA: Coreweave and Nebius Couldn't Be More Different and Why It Matters247wallst.com·2d agoWhy is CoreWeave stock rising 8% todayinvezz.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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Voices on X · top 15 · last 7 days

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