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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 $79.88
1D change +3.00%
Market cap $44.06B
Sector Technology

Shared metric table

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Metric CRWV
Price $79.88
1D Change +3.00%
Market Cap $44.06B
Enterprise Value $90.13B
Trailing P/E -24.5
Forward P/E -41.0
PEG Ratio —
Price / Sales 5.8
EV / Revenue 11.9
Revenue Growth 112.5%
Earnings Growth —
Gross Margin 67.4%
Operating Margin -1.9%
Net Margin -25.4%
ROE -43.6%
Free Cash Flow $-9.09B
FCF Margin -119.7%
Debt / Equity 10.27x
Current Ratio 0.46x
Dividend Yield 0.00%
Next Earnings Nov 11, 2026
Quarterly Revenue $2.58B
Revenue QoQ +23.9%
Quarterly Net Income $-626.0M
Net Income QoQ +15.4%

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.