CoreWeave (CRWV)
Technology · AI cloud infrastructure and managed services
Purpose-built AI cloud platform combining GPU infrastructure, proprietary orchestration software, and managed services to enable large-scale model training, inference, and agentic workflows.
What CoreWeave does
CoreWeave operates The Essential Cloud for AI, a vertically integrated platform purpose-built for AI infrastructure and workloads. The company delivers a comprehensive stack including GPU-optimized compute clusters, proprietary orchestration software (CoreWeave Mission Control), AI-native storage solutions, and developer tools that enable customers—including leading AI labs and enterprises—to build, train, deploy, and operate advanced AI models at scale. Revenue is generated through committed multi-year contracts and on-demand access to CoreWeave Cloud Platform services, with customers typically operating under take-or-pay contractual arrangements.
Themes: ["AI infrastructure","GPU cloud computing","Large language models","AI training and inference","Distributed AI workloads","High-performance computing","Cloud orchestration","AI applications and agents"]
Fundamentals
- Price$89.70 as of 2026-07-09 close
- Market cap$48.9B as of 2026-07-10
- 1-year return-41.4% as of 2026-07-09 close
- Net margin-25.6% as of 2026-07-10
- Gross margin+69.4% as of 2026-07-10
- ROE-40.3% as of 2026-07-10
- Debt / equity5.27 as of 2026-07-10
- Revenue growth (YoY)+111.7% as of 2026-07-10
- Revenue CAGR (3y)+373.4% SEC XBRL
- Beta2.84 as of 2026-07-10
Key risks (from latest filing)
["Rapid capacity expansion and data center deployment timing risks could strain profitability; company is currently unprofitable with -25.57% net margin and depends on achieving operational efficiencies and economies of scale","Significant dependence on long-term committed contracts and customer concentration; loss of major customers or failure to expand customer commitments could materially impact revenue","Reliance on semiconductor supply chains and new GPU hardware availability; delays in accessing next-generation infrastructure could impact competitive positioning and customer satisfaction"]
Competitors & peers
- AWS (Amazon Web Services)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.