CRWV
NASDAQNext earningsNov 10tomorrowAnalystsBuy38+190%CoreWeave, Inc. ação
Information Technology · IT Services
$46.40last close
-56.6%~252d
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Price
-56.61% over 1Y1 auto-fib
Video teardown
A walkthrough of this page: the numbers, the levels, and where it sits.
Tese
em 2026-11-08
Dedicated AI cloud platform for frontier model developers. Contracted backlog (remaining performance obligations) of $103.7B at June 30, 2026, funded by $35.6B of debt principal and $16.3B of lease liabilities (10-Q filed 2026-08-12).
- $103.7B of remaining performance obligations (contracted backlog) at June 30, 2026: 41% expected to be recognized within 24 months, 39% in months 25 to 48, the rest in months 49 to 78 (10-Q filed 2026-08-12)
- Anchor customers: OpenAI, Meta and Anthropic
- Debt: $35.6B of principal outstanding at June 30, 2026 (recourse $31.4B and non-recourse $3.7B, net of costs), including $6.6B of convertible notes due 2031 and 2032; operating lease liabilities $16.3B (same 10-Q)
carteira$103.7B
clientesOpenAI · META · Anthropic
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Top correlated252d co-movement
Related research
Long-form analysis touching CRWV
- 7 minWhat Does CoreWeave Do? CRWV Explained: Backlog, Debt, RisksCoreWeave rents Nvidia GPU clusters to OpenAI, Meta and Anthropic on multi-year contracts: a $103.7B backlog funded with $35.6B of debt. How it makes money, and the risks.
- 7 minRoundhill Neocloud ETF ($NCLD): a primeira aposta concentrada dos EUA em GPU-as-a-ServiceA Roundhill protocolou o $NCLD em 22 de maio de 2026 - um ETF Neocloud concentrado, ligado a GPU-as-a-Service, datacenters de IA de alta densidade e networking de IA. Prováveis holdings, os líderes privados de capacidade, ETFs comparáveis e o que acompanhar antes do lançamento.
- 8 minNeoclouds ranked by risk-adjusted value: CoreWeave, Nebius, IREN, Applied Digital, SharonAIThe market treats 'neocloud' as one trade. It is five very different risk bets, separated by valuation, leverage, and customer concentration - ranked here from CoreWeave to SharonAI.
- 7 minVencimento de lockup de IPOs de IA: datas de CoreWeave, Circle, Cerebras e NebiusAs datas de vencimento de lockup dos IPOs da era da IA que as pessoas realmente buscam: $CRWV (venceu em 14 ago 2025), $CRCL (2 dez 2025), $CBRS (~nov 2026, o ativo) e por que $NBIS não tem lockup convencional nenhum.
Recent news
High-signal only
- 24/7 Wall St.11h agoAnthropic’s $1.5 Trillion IPO Could Expose the Biggest Risk Facing the AI Boom
- Investing.com1d agoWhat are the AI lab compute commitments?
- Investing.com1d agoCoreWeave seeks truce with Texas Governor-elect Hinojosa
- 24/7 Wall St.1d agoCoreWeave’s Bonds Now Yield More Than 16%, Days Before Earnings
- 24/7 Wall St.1d agoFed Chair Kevin Warsh Just Issued a 6-Word Warning That Could Spell Disaster for AI Stocks
- TIKR1d agobullishCerebras Sinks 18% in a Week, CoreWeave Down 16% as AI Stocks Slide: Buy Before Earnings?
- Bloomberg2d agobearishNeocloud Groq Aims to Double Value to $8 Billion Amid AI Selloff
- The Wall Street Journal2d agoTech Stocks Recover Some Losses
Held by ETFs
- NCLDRoundhill Neocloud ETF7.20%
Key levels
- -24.7%$61.580.786 retr of 40.58->138.71 (52w) · 2026-11-06
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
- -40.6%$78.070.618 retr of 40.58->138.71 (52w) · 2026-11-06Out of reach · reference only
- -48.2%$89.640.5 retr of 40.58->138.71 (52w) · 2026-11-06Out of reach · reference only
- -51.7%$96.00Key Fib level · 2026-04-25Out of reach · reference only
- -54.2%$101.220.382 retr of 40.58->138.71 (52w) · 2026-11-06Out of reach · reference only
Facts
- Exchange
- NASDAQ
- Currency
- USD
- Market cap
- $25.59B
- Last update
- 2026-11-06
Revenue (TTM)$7.6B
P/E -
P/S3.4×
Net margin-25.4%
Frequently asked questions
- Is CRWV in NCLD?
- Yes, Roundhill Neocloud ETF (NCLD) holds CRWV with 7.20% (as of 2026-11-06).
- What ETFs hold CRWV?
- CoreWeave, Inc. (CRWV) is held by NCLD (7.20%).
- What AI bubble is CRWV in?
- CoreWeave, Inc. (CRWV) is mapped to the Networking / Optical bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.43 to networking-optical centroid (29 obs, 2nd: space 0.423). is_primary_bubble=FALSE.
- What sector is CRWV in?
- CoreWeave, Inc. is classified under GICS Information Technology (IT Services).
- What is CRWV's last close price?
- CRWV last closed at $46.40 on 2026-11-06.