TickerTalks
Browse all tickers →
TickerTalks›$CRWV
CRCRWV

CoreWeave, Inc. Class A Common Stock

$CRWV·$44B·Software - Infrastructure·Technology
$81.36+1.9%YTD+10.1%1Y-33.0%
Price updated 15h ago·X counts updated 7d ago
CRCRWV
$CRWVCoreWeave, Inc. Class A Common Stock
$81.36+1.85%2.9k posts0.9×
AI analysisFundamentalsVoices on X
Loading…

On X

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.

2,948X posts · last 7 days
Sep 2Sep 13
Chatter Meter
0.9×
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.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data24 posts analyzed · as of 2026-09-16 · top-engagement diverged

CoreWeave splits the room. Bulls have the loudest new catalyst — Michael Burry publicly covering his short — plus a DARPA deployment via Parallel Works, A100 contracts through 2029, and a CEO saying compute supply will remain "wildly overwhelmed." Bears are just as loud after a sharp AH drop with block sales in the $1-$3M range, calling it a financing vehicle rather than a business and hedging puts by shorting NBIS. Neither camp is bluffing.

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
Free, forever. No credit card.

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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-20

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

AI compute rental at scale — the Burry short-cover and DARPA deal are real, but the CEO just sold $25M and the balance sheet is a lot of leverage.

CoreWeave rents GPU clusters to AI companies at hyperscale — one of the few pure-play compute businesses in public markets, currently down about a third from a year ago and chopping under both moving averages. Michael Burry just publicly covered his short, which by itself is a rare signal.

  • The unit economics are functional if you can stomach the leverage: 69% gross margin, real revenue, contracts on A100s running out to 2029, and now a DARPA deployment via Parallel Works — the demand side of the story is intact and management still describes supply as "wildly overwhelmed."
  • The rest is where the mixed take earns its keep: debt-to-equity is 3.7x with a -19% FCF yield, meaning the buildout is being funded by borrowing at scale, and CEO Michael Intrator just sold $25M of stock this week alongside a smaller officer sale — that's a lot of insider paper coming off into what bulls call a bottom.

The setup turns into a trade if margins expand as GPU depreciation catches up with revenue growth on the newer contracts. A financing miss, a hyperscaler shifting orders, or another leg of insider selling reopens the bear case that this is a levered capex vehicle, not a business.

What to watch: Nov 9 earnings — free cash flow trajectory and any commentary on incremental margins as new capacity comes online. A guide that shows the levered model working reopens the upside; another quarter of deep negative FCF plus the CEO selling extends the coil down.

On the calendar: 2026-11-09 — Q3 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
Free, forever. No credit card.

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

NBIS-PLTR sovereign AI partnership formalises a new infrastructure tier pairing GPU-dense compute with enterprise operating layers, pulling a valuation premium over legacy SaaS. Oracle's Ellison cancelling $7.5B in planned stock sales despite a 50% pullback signals insider conviction in OCI's cloud infrastructure growth trajectory; AI-native security and zero-trust platforms continue to outpace the broader software cohort.

What this means for $CRWV

Direct beneficiary — specialised NVIDIA GPU cloud for generative AI and HPC; hyperscaler pre-leasing validates demand at scale; directly comparable to NBIS in the sovereign/enterprise AI compute tier.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%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
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 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.9B$12.5B – $13.2B-$4.07-$4.76 – -$1.1928
FY27$26.6B$16.0B – $32.5B-$1.99-$3.93 – $1.6028
FY28$42.3B$36.7B – $49.1B$0.57-$0.42 – $1.1120
FY29$59.7B$50.5B – $68.2B$4.47$3.58 – $5.3010
FY30$85.1B$72.1B – $97.2B$14.12$11.31 – $16.7410

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.2.4×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.22%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.-4.4%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.-11.6%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 today19.5% 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

SellSep 15Michael N IntratorCEO307.7K sh$25.2MSellSep 14Nitin AgrawalCFO66.6K sh$5.6MSellSep 8Kristen J McveetyGC and Secretary97.5K sh$9.2MSellSep 8Michael N IntratorCEO307.7K sh$30.8MSellSep 8Chen GoldbergEVP, Product & Engineering22.4K sh$2.2MSellSep 1Kristen J McveetyGC and Secretary156.0K sh$12.7MSellSep 1Michael N IntratorCEO304.4K sh$24.9MSellAug 26Kristen J McveetyGC and Secretary724 sh$63KSellAug 25Nitin AgrawalCFO5.5K sh$488KSellAug 25Michael N IntratorCEO134.1K sh$11.8M
1–10 of 90
+ 80 other (39 conversions · 34 exempts · 3 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
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-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
424B5Prospectus supplement (offering)Sep 17424B5
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.

+ 24 other (10 13Gs · 6 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.

The Unexpected Rival Threatening to Shake Up CoreWeave's Marketfool.com·1d agoCan CoreWeave Turn Its $104.2B Backlog Into Sustained Growth?zacks.com·2d agoBreakfast News: Week in Reviewfool.com·3d agoCoreWeave Prices Upsized $3.7 Billion Convertible Senior Notes Offeringbusinesswire.com·3d agoCoreWeave Becomes First to Deploy Vera Rubin — Here's What Else Happened This Weekbenzinga.com·3d ago

In themes

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

AI InfrastructureAI Neocloud & GPU Cloud

More in Software - Infrastructure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ORCL$NBIS$PLTR$MSFT$NET$S$CRWD$OKTA
Voices on X · last 7 days

No standout posts about $CRWV on X in the last 7 days.

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.

PrivacyTermsSupport