olivLaw · US equity research
CoreWeave, Inc. CRWV
Services-Prepackaged Software · SIC 7372 · Vertical: Services-Prepackaged Software (SIC 7372)
CoreWeave, Inc. presents itself as 'The Essential Cloud for AI', a cloud platform built for AI training and inference workloads, combining dedicated infrastructure with its own software. The company matters now because demand for AI capacity has grown quickly, with revenue reaching 5.1 billion USD in fiscal 2025 and a revenue backlog of about 104 billion USD as of June 30, 2026.
At the close of 04 Nov 2026, CoreWeave, Inc. (CRWV) stock was 48.42 USD (−9.90% on the day), with dividend yield 0.00%, beta 2.77, 52-week range 48.42–137.98 USD. Latest reported quarter (Q2 2026): revenue of 2.6 bn USD (+112.5% YoY), net income of -626.0 m USD, diluted EPS -1.14 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 31.6
- weak (30–45)
- Bollinger (20, 2)
- 42.87 – 83.14
- in the lower half of the band · %B 0.14 · band width 63.9%
- SMA 50 / 200
- 77.26 / 90.65
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -7.90 / -7.24
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −44.6% | −1.1% | −43.5 pp | — |
| 3 months | −46.1% | −0.5% | −45.7 pp | — |
| 6 months | −64.9% | +4.4% | −69.3 pp | — |
| Year to date | −32.4% | +12.3% | −44.7 pp | — |
| 1 year | −58.2% | +13.5% | −71.7 pp | −1.5% |
| 3 years | unavailable | +76.4% | unavailable | +3.5% |
| 5 years | unavailable | +63.7% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 583.9 m | 747.0 m | 982.0 m | 1.2 bn | 1.4 bn | 1.6 bn | 2.1 bn | 2.6 bn |
| Cost of revenue | 143.1 m | 181.8 m | 262.0 m | 313.0 m | 368.8 m | 509.1 m | 716.0 m | 879.0 m |
| Research & development | 14.0 m | 21.0 m | 70.0 m | 80.0 m | 93.0 m | 109.0 m | 104.0 m | 117.0 m |
| Operating income | 117.1 m | 112.3 m | -27.0 m | 19.0 m | 51.9 m | -89.6 m | -144.0 m | -49.0 m |
| Depreciation & amortisation | 254.0 m ≈ | 365.0 m | 443.0 m | 560.0 m ≈ | 630.5 m ≈ | 820.5 m | 1.1 bn | 1.4 bn ≈ |
| Interest expense | 102.3 m | 139.1 m | 257.0 m | 256.0 m | 283.4 m | 351.1 m | 427.0 m | 558.0 m |
| Pre-tax income | -318.1 m | -29.1 m | -269.0 m | -242.0 m | -236.8 m | -466.9 m | -656.0 m | -564.0 m |
| Income tax | 41.7 m | 21.8 m | 46.0 m | 48.0 m | -126.7 m | -15.1 m | 84.0 m | 62.0 m |
| Net income | -359.8 m | -50.9 m | -315.0 m | -290.0 m | -110.1 m | -451.7 m | -740.0 m | -626.0 m |
| Diluted EPS | -1.82 | -0.21 ≈ | -1.49 | -0.60 | -0.22 | -0.89 ≈ | -1.40 | -1.14 |
| Operating cash flow | 641.2 m ≈ | 186.6 m | 61.0 m | -251.0 m ≈ | 1.7 bn ≈ | 1.6 bn | 3.0 bn | 679.0 m ≈ |
| Capex | 1.2 bn ≈ | 3.5 bn | 1.4 bn | 2.5 bn ≈ | 2.4 bn ≈ | 4.1 bn | 7.7 bn | 6.4 bn ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 229.0 m | 1.9 bn | 5.1 bn |
| Revenue YoY | unavailable | +736.2% | +167.9% |
| Net income | -594.0 m | -863.0 m | -1.2 bn |
| Net income YoY | unavailable | unavailable | unavailable |
| Diluted EPS | -3.09 | -4.30 | -2.81 |
| Diluted EPS YoY | unavailable | unavailable | unavailable |
| net % | -259.4% | -45.1% | -22.7% |
| Free cash flow | -1.1 bn | -6.0 bn | -7.3 bn |
Reported results vs expectations
Loading…
Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 3.1 bn USD
- Financial debt
- 21.4 bn USD
- Net debt
- 18.2 bn USD
- Equity
- 3.3 bn USD
- Total assets
- 49.3 bn USD
- Debt / equity
- 6.41x
- Current ratio
- 0.46x
- ROE
- unavailable
- ROA
- -3.5%
- FCF margin
- -141.3%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|
| Revenue | 229.0 m | 1.9 bn | 5.1 bn | SEC (XBRL)· 02 Mar 2026verified |
| Cost of revenue | 69.0 m | 493.0 m | 1.5 bn | SEC (XBRL)· 02 Mar 2026verified |
| Gross profit | 160.0 m ≈ | 1.4 bn ≈ | 3.7 bn ≈ | SEC (XBRL)· 02 Mar 2026derived |
| Research & development | 21.0 m | 56.0 m | 352.0 m | SEC (XBRL)· 02 Mar 2026verified |
| Operating income | -14.0 m | 324.0 m | -46.0 m | SEC (XBRL)· 02 Mar 2026verified |
| Depreciation & amortisation | 103.0 m | 863.0 m | 2.5 bn | SEC (XBRL)· 02 Mar 2026verified |
| EBITDA | 89.0 m ≈ | 1.2 bn ≈ | 2.4 bn ≈ | SEC (XBRL)· 02 Mar 2026derived |
| Interest expense | 27.0 m | 349.0 m | 1.1 bn | SEC (XBRL)· 02 Mar 2026verified |
| Pre-tax income | -558.0 m | -744.0 m | -1.2 bn | SEC (XBRL)· 02 Mar 2026verified |
| Income tax | 36.0 m | 119.0 m | -48.0 m | SEC (XBRL)· 02 Mar 2026verified |
| Net income | -594.0 m | -863.0 m | -1.2 bn | SEC (XBRL)· 02 Mar 2026verified |
| Diluted EPS | -3.09 | -4.30 | -2.81 | SEC (XBRL)· 02 Mar 2026verified |
| Weighted average diluted shares | 192.0 m | 218.0 m | 436.0 m | SEC (XBRL)· 02 Mar 2026verified |
| Dividend per share | — | 0.00 | 0.00 | SEC (XBRL)· 02 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Revenue − Cost of revenue; Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|
| Cash | 217.0 m | 1.4 bn | 3.1 bn | SEC (XBRL)· 02 Mar 2026verified |
| Receivables | — | 417.0 m | 3.2 bn | SEC (XBRL)· 02 Mar 2026verified |
| Current assets | — | 1.9 bn | 7.5 bn | SEC (XBRL)· 02 Mar 2026verified |
| Property, plant & equipment, net | — | 11.9 bn | 30.6 bn | SEC (XBRL)· 02 Mar 2026verified |
| Goodwill | 0 | 20.0 m | 1.1 bn | SEC (XBRL)· 02 Mar 2026verified |
| Intangibles (excl. goodwill) | — | 5.0 m | 235.0 m | SEC (XBRL)· 02 Mar 2026verified |
| Total assets | — | 17.8 bn | 49.3 bn | SEC (XBRL)· 02 Mar 2026verified |
| Accounts payable | — | 868.0 m | 1.6 bn | SEC (XBRL)· 02 Mar 2026verified |
| Short-term debt | — | 2.5 bn | 6.7 bn | SEC (XBRL)· 02 Mar 2026verified |
| Long-term debt | — | 5.5 bn | 14.7 bn | SEC (XBRL)· 02 Mar 2026verified |
| Current liabilities | — | 5.0 bn | 16.4 bn | SEC (XBRL)· 02 Mar 2026verified |
| Total liabilities | — | 16.5 bn | 46.0 bn | SEC (XBRL)· 02 Mar 2026verified |
| Equity | -597.0 m † | -414.0 m † | 3.3 bn † | SEC (XBRL)· 02 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|
| Operating cash flow | 1.8 bn | 2.7 bn | 3.1 bn | SEC (XBRL)· 02 Mar 2026verified |
| Capex | 2.9 bn | 8.7 bn | 10.3 bn | SEC (XBRL)· 02 Mar 2026verified |
| Free cash flow | -1.1 bn ≈ | -6.0 bn ≈ | -7.3 bn ≈ | SEC (XBRL)· 02 Mar 2026derived |
| Investing cash flow | -3.1 bn | -8.7 bn | -10.3 bn | SEC (XBRL)· 02 Mar 2026verified |
| Financing cash flow | 1.8 bn | 7.5 bn | 9.3 bn | SEC (XBRL)· 02 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 5 of at least 6
- score weight coverage: 42.6% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: unavailable
Key indicators
Coverage and freshness
Score by group
43% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 5 of at least 6; score weight coverage: 42.6% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 67.4% | 69 (on a fixed band) | 25% |
| EBIT margin · Quality | -3.0% | 33 (vs peers) | 20% |
| FCF margin · Quality | -179.9% | 0 (on a fixed band) | 20% |
| Revenue CAGR 3Y · Growth | unavailable | unavailable | — |
| Revenue growth (YoY) · Growth | 167.9% | 97 (vs peers) | 20% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 0.5x | 0 (on a fixed band) | 15% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial0/100 · 1/2 factors with a value
- Growth· partial97/100 · 1/2 factors with a value
- Quality37/100 · 3/3 factors with a value
- Returns· partialunavailable · 0/1 factors with a value
- Valuation· partialunavailable · 0/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
CoreWeave, Inc. (CRWV). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 5.1 bn USD in 2025; YoY growth 167.9%; net margin -25.4%; ROE -50.2%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 5 of at least 6; score weight coverage: 42.6% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Revenue growth (YoY): 167.9%
What contradicts it
- FCF margin: -179.9%
- Current ratio: 0.5x
Not assessed (insufficient data or a ratio without meaning): Revenue CAGR 3Y, Net debt / EBITDA, EV/Sales, FCF yield, Shareholder yield (distributions).
Versus the vertical median
Services-Prepackaged Software (SIC 7372) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| MSFTMicrosoft Corporation | 4,127.5 bn | 29.0 | 34.2% | 41.2% | +17.8% | +13% / +47% |
| PLTRPalantir Technologies Inc. | 413.7 bn | 120.4 | 41.2% | 50.3% | +56.2% | +2% / +756% |
| ORCLOracle Corporation | 374.1 bn | 19.3 | 41.6% | 26.4% | +17.3% | −39% / +6% |
| CRWDCrowdStrike Holdings, Inc. | 246.8 bn | 1,120.4 | 1.3% | 1.1% | +21.7% | +89% / +307% |
| CRMSalesforce, Inc. | 186.9 bn | 20.7 | 19.4% | 22.0% | +9.6% | −1% / −10% |
| NOWServicenow, Inc. | 112.9 bn | 78.1 | 11.8% | 9.4% | +20.9% | −33% / −21% |
| SNOWSnowflake Inc. | 102.5 bn | — | -48.2% | -20.1% | +29.2% | +16% / +55% |
| ADBEAdobe Inc. | 96.7 bn | 13.9 | 61.9% | 28.0% | +10.5% | −22% / −59% |
| INTUIntuit Inc. | 95.3 bn | 21.7 | 23.6% | 21.3% | +13.9% | −44% / −38% |
| CDNSCadence Design Systems, Inc. | 90.4 bn | 65.5 | 22.9% | 22.5% | +14.1% | +6% / +21% |
| SNPSSynopsys Inc | 88.7 bn | 81.8 | 3.7% | 11.4% | +15.1% | +11% / −15% |
| ADSKAutodesk, Inc. | 56.4 bn | 35.0 | 53.9% | 21.1% | +17.5% | −11% / +24% |
| VEEVVeeva Systems Inc. | 50.3 bn | 50.8 | 14.4% | 29.3% | +16.3% | +29% / +78% |
| TTWOTake-Two Interactive Software, Inc. | 39.1 bn | — | -9.0% | -4.8% | +18.2% | −15% / +32% |
| RBLXRoblox Corporation | 35.3 bn | — | -478.2% | -16.5% | +35.8% | −48% / +25% |
| TWLOTwilio Inc. | 33.0 bn | 26.8 | 14.9% | 21.8% | +13.7% | +65% / +230% |
| MDBMongodb, Inc. | 26.5 bn | 449.1 | 2.0% | 2.1% | +22.8% | −1% / −21% |
| PTCPTC Inc. | 21.2 bn | 19.0 | 35.1% | 41.4% | +19.2% | +11% / +24% |
| UUnity Software Inc. | 18.7 bn | — | -18.9% | -29.0% | +2.0% | −0% / +44% |
| SSNCSs&C Technologies Holdings, Inc. | 18.7 bn | 22.9 | 12.7% | 13.2% | +6.6% | −7% / +41% |
| NTNXNutanix, Inc. | 17.2 bn | 12.3 | 37,460.2% | 52.8% | +12.4% | +33% / +48% |
| TYLTyler Technologies, Inc. | 16.8 bn | 53.3 | 10.5% | 13.5% | +9.1% | −10% / +4% |
| DOCUDocusign, Inc. | 15.0 bn | 49.1 | 17.8% | 9.8% | +8.2% | +16% / +87% |
| GWREGuidewire Software, Inc. | 14.0 bn | 104.7 | 10.5% | 9.4% | +22.7% | −21% / +71% |
| DTDynatrace, Inc. | 13.4 bn | 87.0 | 6.4% | 7.4% | +18.8% | +5% / −13% |
1- and 3-year price returns: for CRWV from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
CoreWeave, Inc. presents itself as 'The Essential Cloud for AI', a cloud platform built for AI training and inference workloads, combining dedicated infrastructure with its own software. The company matters now because demand for AI capacity has grown quickly, with revenue reaching 5.1 billion USD in fiscal 2025 1 and a revenue backlog of about 104 billion USD as of June 30, 2026 3.
SWOT
Strengths
- The company has a vertically integrated platform, with hardware, software and managed services under one operational layer 1. It says it is among the first to deploy new GPU generations 13.
- Revenue backlog and long-term contracts give high visibility into future revenue 13.
- Proprietary software, including Mission Control and Weights & Biases, adds value beyond raw compute capacity 1.
Weaknesses
- The company reports net losses and heavy capital spending, and its financing needs remain high 12.
- A few suppliers account for a large share of purchases, and all GPUs come from a single manufacturer, which limits flexibility 1.
- Reliance on a small number of large customers makes revenue sensitive to spending cuts by any one of them 1.
Opportunities
Risks
- Access to electric powerhigh
If the company cannot secure power at acceptable costs or if outages occur, expansion and service delivery could be affected 1.
- Supplier dependencehigh
A small number of component suppliers and dependence on a single GPU manufacturer could delay expansion or equipment replacement 1.
- High indebtednesshigh
Substantial debt could limit the company's ability to fund new investment and meet its obligations 12.
- Customer concentrationmedium
If one or a few large customers significantly reduce spending, the company's revenue could decline 1.
- Volatile resultsmedium
Operating results can fluctuate significantly from quarter to quarter, which makes future performance hard to predict 12.
Investment thesis
What would need to be true (bull case)
- Rapid growth in revenue and backlog suggests strong demand for the company's AI infrastructure 13. If operating margins improve with scale, the company could become more efficient 3.
- Long-term contracts and new customer commitments provide visibility into future revenue 13.
- An integrated platform with proprietary software and fast access to new hardware could keep the company competitive 1.
What would break the thesis
- Net losses and high interest costs show that the business model still depends on external financing 12. If access to capital worsens, expansion plans could be scaled back.
- Concentration of customers and suppliers makes the company vulnerable to sudden changes in demand or the supply chain 1.
- Competition from players with much larger resources could pressure prices and margins 1.
What to watch
- Progress of active and contracted power against announced targetsQ3 2026
- Conversion of revenue backlog and new customer commitments into revenue2026
- Trend in interest costs and debt structurenext 10-K
- Customer and supplier concentration in upcoming reportsnext 10-Q
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
CoreWeave builds its CoreWeave Cloud platform as an integrated stack covering networking, GPU-based compute infrastructure, data storage, orchestration (including CoreWeave Mission Control), and tools for developing models and agents 1. Customers access services through multi-year take-or-pay contracts and on-demand pay-as-you-go access, and revenue comes mainly from committed contracts 1. The company finances infrastructure through asset-level debt backed by customer contracts, supplemented by corporate equity and debt financing 1.
As of December 31, 2025, the company operated 43 data centers with over 850 MW of active power and had approximately 3.1 GW of total contracted power it expects to deploy over future periods 1. As of June 30, 2026, active power had reached 1.5 GW and contracted power about 3.7 GW 3. The company says it is among the first cloud providers to deploy new GPU generations, such as the NVIDIA Rubin platform 13.
Segments
Infrastructure Services
This segment includes GPU-based compute, networking, data centers and AI-optimized storage offered as cloud services for training and inference 1. It is the foundation of the business model, and most revenue comes from long-term committed contracts 1.
Managed Software Services
This segment includes CoreWeave Kubernetes Service, SUNK (Slurm on Kubernetes), CoreWeave Mission Control and orchestration and observability services that manage large GPU clusters 1. Their purpose is to reduce customers' operational burden and raise infrastructure utilization 1.
Market context
The company describes demand for AI training and inference as still early in its commercialization, and the data center and power needs of the sector could grow significantly in the coming years if AI adoption continues 1. The AI infrastructure market is mainly one of compute providers with available electric power, which makes access to energy an important limiting factor 1.
Main customers are AI labs and companies training their own models, and the customer base is gradually widening toward enterprises in several industries 13. If these industries move their AI workloads to the cloud at the volumes the company expects, demand could stay high 1.
Trends
- Demand for AI capacitytailwind
The company says demand for training and inference grows as organizations adopt new AI use cases 1. Rising backlog and new customer commitments indicate strong demand at present 3.
- Limits on access to powerheadwind
According to the company, the availability and cost of electricity are the main constraints on growth, and power prices are volatile 1. If access to power does not grow enough, capacity expansion could slow 1.
- Cost of financingmixed
The company relies heavily on debt, and interest costs rose in 2026 2. Bond issues and asset-level credit facilities have helped lower the cost of capital, but access to financing depends on macroeconomic conditions the company does not control 13.
- Dependence on hardware suppliersmixed
All GPUs in the infrastructure come from NVIDIA, and a few suppliers account for a large share of purchases 1. This can be an advantage through a close technology relationship, but also a risk if the supply chain is interrupted 1.
Competitive position
The company says it faces intense competition and could lose market share to competitors with greater financial resources 1. It aims to differentiate through AI-specialized infrastructure, performance and rapid delivery of new hardware generations rather than through general-purpose cloud 1.
Larger competitors with greater financial resources can offer broad integrated cloud services, and their cost advantage could matter to customers 1. The company argues that its specialized architecture and proprietary software deliver superior performance for AI workloads 1.
- Hyperscale cloud providers
Competitors with greater financial resources, named in the sources as general competitive pressure without specific entities identified in the texts provided.
- General-purpose cloud platforms
General cloud providers whose infrastructure the company says was not designed for AI workloads.
- AI labs building their own infrastructure
Players that could reduce dependence on external capacity providers, depending on how demand and costs evolve.
- MLOps and orchestration software vendors
Companies offering software for managing AI workloads that compete with the Weights & Biases platform and orchestration tools.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Down 53%, Should You Still Buy CoreWeave's (CRWV) Stock?Yahoo Finance — News · 21 Sept 2026 · EN
- CoreWeave Rises After Going Live With Vera Rubin Racks. What This Means for CRWV Stock.Yahoo Finance — News · 20 Sept 2026 · EN
- CoreWeave (CRWV) Is Charging More for AI Compute, and Customers Keep PayingYahoo Finance — News · 19 Sept 2026 · EN
- Jim Cramer on CoreWeave (CRWV): “I Think It’s Going to Be Okay to Buy”Yahoo Finance — News · 18 Sept 2026 · EN
- CRWV Stock Alert: Why CoreWeave May Have the Most to Lose From an AI SlowdownYahoo Finance — News · 14 Sept 2026 · EN
- Is Michael Burry Waving a White Flag? ‘Big Short’ Investor Reduces Bearish Bets on NVDA, CRWVYahoo Finance — News · 10 Sept 2026 · EN
- Jim Cramer Prefers CoreWeave (CRWV) Over IREN (IREN)Yahoo Finance — News · 09 Sept 2026 · EN
- Could CoreWeave (CRWV) Stock Win as AI Demand Continues to Outpace GPU Supply?Yahoo Finance — News · 28 Aug 2026 · EN
- CoreWeave Just Landed a Multibillion-Dollar AI Deal. How to Play CRWV Stock.Yahoo Finance — News · 25 Aug 2026 · EN
- Nebius Group (NBIS) Just Posted 514% Revenue Growth. Can CoreWeave (CRWV)’s Numbers Compete?Yahoo Finance — News · 24 Aug 2026 · EN
- AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up?Yahoo Finance — News · 24 Aug 2026 · EN
The latest news item in our archive is from 21 Sept 2026; the newest SEC filing is from 22 Sept 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report22 Sept 2026Material agreement · Item 3.02 · Other events · Financial statements and exhibits
- Current report17 Sept 2026Regulation FD disclosure · Other events · Financial statements and exhibits
- Quarterly report12 Aug 2026
- Current report11 Aug 2026Results of operations · Financial statements and exhibits
- Current report10 Aug 2026Material agreement · Creation of a direct financial obligation · Regulation FD disclosure · Financial statements and exhibits
- Current report18 Jun 2026Material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Current report11 Jun 2026Regulation FD disclosure
- Current report10 Jun 2026Shareholder vote
- Current report18 May 2026Material agreement · Creation of a direct financial obligation · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report08 May 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / CoreWeave, Inc. · 02 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / CoreWeave, Inc. · 12 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / CoreWeave, Inc. · 11 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.