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CRWV Cloud, Data & AI Software

CoreWeave

GPU cloud infrastructure

Detail page

CoreWeave is a pure-play AI cloud focused on GPU capacity for training and inference workloads.

Price $100.55
1D change +5.02%
Market cap $54.86B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric CRWV
Price $100.55
1D Change +5.02%
Market Cap $54.86B
Enterprise Value $87.74B
Trailing P/E -37.0
Forward P/E -124.1
Price / Sales 8.8
EV / Revenue 14.1
Revenue Growth 111.6%
Earnings Growth —
Gross Margin 69.4%
Operating Margin -6.9%
Net Margin -25.6%
ROE -40.7%
Free Cash Flow $-8.56B
FCF Margin -137.5%
Debt / Equity 7.39x
Current Ratio 0.32x
Dividend Yield —
Next Earnings —
Quarterly Revenue $2.08B
Revenue QoQ +32.2%
Quarterly Net Income $-740.0M
Net Income QoQ -63.8%

CRWV thesis lens

GPU cloud infrastructure

Why it could benefit

  • CoreWeave is a pure-play AI cloud focused on GPU capacity for training and inference workloads.
  • It gives the dashboard direct exposure to neocloud demand outside the hyperscalers.
  • Fast customer growth can signal whether specialized GPU clouds keep taking share.

Moat / edge

  • Purpose-built GPU infrastructure and fast deployment model.
  • Deep relationships with AI labs and enterprise AI buyers.
  • Focused operating model compared with general-purpose clouds.

What to watch

  • Customer concentration and contract duration.
  • Debt, capex, and GPU utilization.
  • Competitive response from hyperscalers.

Key risks

  • High capital intensity can amplify execution risk.
  • Demand visibility may change quickly if AI training economics shift.