CRWV CoreWeave, Inc.
What matters nowUpdated 5 h ago
- Northland Securities raised its CoreWeave price target to $200 from $165 on Oct 8 and kept its Outperform rating, naming the stock a top pick among neocloud providers 1. On Oct 7 CoreWeave said it will build 240 MW of AI capacity at AdaniConneX's Taloja campus in India, with the first phase expected in mid-2028 2.
- The pooled 24/7 venue price was $77.62 on Oct 13, down 2.18% from the $79.35 previous close. The stock fell 7.73% on Oct 8, the day AI infrastructure stocks dropped after OpenAI put annualized revenue near $50 billion 3, and it fell 4.83% on Oct 12.
- Trailing revenue was $7.59 billion to June 30, 2026, with a 67.4% gross margin, a -25.4% net margin and -$13.66 billion of trailing free cash flow, and revenue grew 112.5% year over year in the latest quarter. At a $42.8 billion market cap the stock trades at 5.6 times sales and 11.4 times EV/EBITDA. Contracted power is about 4.2 GW after more than $25 billion of new commitments in early Q3 at roughly $40 million of annualized revenue per megawatt 4.
- Insiders sold 15.6 million shares worth $1.53 billion in 106 transactions over the last 180 days, with no insider buys and 75 of the sales made under plans. CoreWeave priced an upsized $3.7 billion 2.875% convertible notes offering due 2033 on Sep 18 5.
- Q3 2026 earnings are expected on Nov 10, 2026, and Q4 and full-year 2026 results on Feb 25, 2027, neither confirmed. Polymarket odds for the Fed after its October 2026 meeting give 81.5% to no change and 17.5% to a 25 bp increase. September CPI is due Oct 14 at 12:30 UTC.
TipRanks · Oct 8
CoreWeave Investor Relations · Oct 7
CNBC · Oct 8
CoreWeave Investor Relations · Sep 17
CoreWeave Investor Relations · Sep 18
Valuation & fundamentalsFull financials →
TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp CRWVUSDT · just now | 77.94 | −0.01% | $15.1M | $9.4M | 0.0000% |
| hyperliquid perp xyz:CRWV · just now | 77.81 | −0.18% | $4.9M | $6.9M | -0.0023% |
| okx perp CRWV-USDT-SWAP · just now | 77.98 | +0.04% | $3.2M | $2.0M | 0.0075% |
| bitget perp CRWVUSDT · just now | 77.97 | +0.03% | $2.8M | $1.4M | 0.0000% |
| bybit perp CRWVUSDT · just now | 77.99 | +0.05% | $1.0M | $1.9M | 0.0000% |
| lighter perp 167 · just now | 77.95 | 0.00% | $58.3K | $300.3K | 0.0032% |
| aster perp CRWVUSDT · just now | 77.88 | −0.09% | $18.9K | $26.8K | 0.0000% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Northland raises CoreWeave price target to $200 and names it a top pick
Northland Securities raised its CoreWeave price target to $200 from $165 and kept its Outperform rating, naming the stock a top pick among neocloud providers.
AI infrastructure stocks fall after OpenAI puts annualized revenue near $50 billion
OpenAI told investors its annualized revenue was about $50 billion at the end of September, below the roughly $68 billion to $70 billion figure that had circulated in late September.
CoreWeave to build 240 MW of AI capacity in India with AdaniConneX
CoreWeave plans 240 MW of AI data-center capacity at AdaniConneX's Taloja campus in Navi Mumbai, its first facilities in India.
CoreWeave launches Forge, combining Weights & Biases, OpenPipe and marimo
CoreWeave launched Forge, a development platform that merges Weights & Biases Models, OpenPipe post-training and the open-source marimo notebook project.
CoreWeave makes Nvidia Vera Rubin NVL72 available, with Cognition as first production customer
CoreWeave announced Vera Rubin NVL72 availability on its cloud at its Fully Connected conference, naming Cognition as the first customer running production workloads on the system.
CoreWeave prices upsized $3.7 billion 2.875% convertible notes due 2033
CoreWeave priced an upsized $3.7 billion private offering of 2.875% convertible senior notes due April 1, 2033, up from an initial $3.0 billion.
CoreWeave signs short-dated compute contracts at about $40 million per megawatt
CoreWeave said it has kept contracting new compute capacity at higher prices since June 30.
Blockfusion signs 15-year anchor lease with CoreWeave at Niagara Falls
Blockfusion's subsidiary North East Data signed a definitive 15-year anchor lease with CoreWeave at its Niagara Falls, New York campus, along with a companion expansion agreement.
Hudson River Trading moves AI research onto CoreWeave in multi-year deal
Quantitative trading firm Hudson River Trading signed a multi-year agreement to move its AI research and model-training work onto CoreWeave's cloud.
CoreWeave shares jump about 19% after strong Q2 results and raised outlook
CoreWeave shares rose about 19% on August 12, the day after the second-quarter report, as the revenue print and the higher 2026 outlook drew buyers.
CoreWeave Q2 2026 revenue rises 112% to $2.58 billion; backlog about $104 billion
CoreWeave reported second-quarter revenue of $2,575 million, up from $1,212 million a year earlier.
CoreWeave raises 2026 revenue outlook to $12.4B-$13.2B on earnings call
On the same call, CoreWeave raised its full-year 2026 revenue forecast to $12.4 billion to $13.2 billion, up from $12 billion to $13 billion given in May.
CoreWeave closes $2.6 billion DDTL 5.5 loan at SOFR plus 5.50%
CoreWeave closed a $2.6 billion delayed draw term loan, its DDTL 5.5 facility, issued through a special financing vehicle with JPMorgan and Mitsubishi UFJ as joint lead arrangers.
IMC makes a much larger commitment to CoreWeave's cloud
Trading firm IMC has run several CoreWeave clusters in production since 2025 and is now making a significantly larger commitment to the platform, including CoreWeave Kubernetes Service.
CoreWeave signs multi-year priority SSD supply deal with Solidigm
CoreWeave signed a multi-year strategic agreement with Solidigm that gives it priority access to enterprise solid-state drive capacity for its AI cloud.