CRWV CoreWeave Inc.
Close 23 Oct 2026
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Software - Infrastructure · Livingston, NJ · 2,189 employees · coreweave.com
The company provides specialized cloud infrastructure designed to run and scale artificial intelligence workloads in the United States. It generates revenue by delivering computing capacity, such as graphics processing units and bare metal servers, alongside associated data storage, networking, and developer tools.
Bull case
Contracted backlog is expanding at a faster rate than revenue, signaling strong underlying demand for its services.
- Contracted backlog grew +245% over the year, against +115% for revenue.
Bear case
The business is burning cash while taking on more debt, leaving its operating profit insufficient to cover interest obligations and resulting in a limited cash runway. Its recent filing also contains warning language, and the company stands to lose if credit conditions tighten for debt-funded cloud providers.
- It is burning cash while its debt rises.
- Its latest filing carries warning language.
- Burns cash after stock pay (-188% of revenue).
- Operating profit fell short of its interest over the past year, which came to 21% of revenue.
Features
- H-BORROWED-BUILD Borrowing to build Capital spending was 298% of operating cash flow over the past year, and long-term debt rose 185%.
- H-THIN-COVER Thin interest cover Operating profit fell short of its interest over the past year, which came to 21% of revenue.
- H-RUNWAY Short cash runway Its cash covers about 1.6 quarters of its current cash burn.
- F-BACKLOG-VELOCITY Backlog outpacing revenue Contracted backlog grew +245% over the year, against +115% for revenue.
- F-UPSIDE Analyst upside Analysts' average target is 150% above the price. Shared by most companies we track
Measurement status
Too little reported history, No usable valuation history
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not available — Margin break
- Triggered — Cash burn with rising debt
- Not triggered — Heavy dilution
- Triggered — Warning language in filings
News
1 brief featuring CRWV, newest first.
