
CoreWeave, Inc. Class A Common Stock

CRWV (CoreWeave, Inc. Class A Common Stock) trades at 3.3x EV/Revenue — attractively valued for a ai cloud infrastructure company with best-in-class gross margins (72%) and rapid growth (+143% YoY). The business is highly profitable at 48% EBIT margins.
Companies that beat on both revenue AND EPS see an average 3.5% pop. Those that miss both drop 5.7% on average.
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CoreWeave provides specialized cloud computing infrastructure optimized for AI workloads, offering GPU-powered compute, storage, and networking services. They serve AI companies, enterprises, and developers who need massive computational power for training and running AI models. The company generates revenue through reserved compute instances, on-demand services, and their proprietary cloud stack technology.
CoreWeave became the fastest cloud company in history to reach $5B in annual revenue, driven by explosive AI compute demand and customer diversification (nearly 150% growth in $1M+ customers). The company is expanding from 850+ megawatts across 43 data centers to 3.1+ gigawatts of contracted capacity, targeting 5+ additional gigawatts by 2030 to capture the transformative AI infrastructure buildout.
Strong gross margins of 71.7% reflect pricing power in scarce GPU capacity, but the company is investing heavily for growth with operating margins expected to ramp from low single digits to low double digits through 2026. Mature contracts generate ~70% EBITDA margins in the mid-20s contribution margins, indicating strong unit economics once infrastructure investments stabilize.
CoreWeave differentiates through its specialized AI-optimized cloud stack and deep NVIDIA partnership, competing against hyperscalers like AWS, Google Cloud, and Microsoft Azure in the AI infrastructure space. Their first-to-market access to NVIDIA's next-generation Rubin GPU platform and proprietary technology stack creates competitive moats in the rapidly expanding AI compute market.
Q4 2025 delivered strong execution with revenue beating by 1.5% and $1.6B quarterly revenue (up 110% YoY), while adding 2x more reserved instance customers than any prior quarter including major enterprise wins. The $2B NVIDIA investment and expanded commercial relationship validates CoreWeave's technology and accelerates their path to broader market penetration.
Analysts are bullish on CoreWeave's positioning in the AI infrastructure boom, with 2026-2027 revenue estimates of $12.5B and $23.3B respectively reflecting confidence in the growth trajectory. However, concerns remain about the company's path to profitability with negative EPS expected through 2027, requiring investors to focus on the long-term margin expansion story.
CoreWeave is the pure-play leader in AI cloud infrastructure with exceptional growth visibility through $66.8B in contracted backlog, but investors must believe in the company's ability to execute a massive capital deployment while transitioning to profitability in a rapidly evolving market.
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| '25E | '26E | '27E | '28E | |
|---|---|---|---|---|
| Revenue | $5.1B | $12.5B | $23.3B | $33.6B |
| Growth | — | +143% | +87% | +44% |
| EBITDA | — | $2.6B | $3.3B | — |
| Growth | — | +27% | ||
| FCF | $-7251M | $-7778M | $-2381M | $-1866M |
| Margin | -141% | -62% |
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| -10% |
| -6% |
| EPS (PF) | $-2.81 | $-2.61 | $-0.55 | $1.88 |
| Growth | — |
| PF Op Inc | — | $1.6B | $3.7B | — |