CoreWeave (CRWV)
Provides Nvidia-centered cloud infrastructure and software for building and running AI models.
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Provides Nvidia-centered GPU cloud infrastructure for AI training and inference, supplemented by model-development software from recent acquisitions. Revenue is concentrated in a top customer, while capacity growth depends on timely access to accelerators, networking, power, leased data centers, and financing.
Provides Nvidia-centered GPU cloud infrastructure for AI training and inference, alongside model-development tools from Weights & Biases, OpenPipe, Marimo, and Monolith. The platform serves enterprise demand through leased data centers, while most employees are based in the United States.
Engineering execution centers on deploying accelerators, networking, power, and data-center capacity on time, then integrating acquired software with the underlying cloud. The model grew from a former Ethereum-mining fleet into purpose-built AI infrastructure.
Revenue depends heavily on a top customer, while expansion relies on Nvidia accelerator supply, debt financing, and long-lived lease commitments. Software acquisitions also make integration across infrastructure, reinforcement learning, notebooks, and industrial AI an operating dependency.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | UBS | Initiate | Rating: —Target: — | Target: $120 |
| Sep 21, 2026 | BTG Pactual | Target | Target: — | Target: $125 |
| Aug 24, 2026 | Truist Financial | Target | Target: $155 | Target: $165 |
| Aug 21, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $86 | Target: $139 |
| Aug 13, 2026 | Roth Capital | Target | Target: $150 | Target: $145 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $6.41B · Total debt $51.61B · Total assets $77.07B · Shareholders' equity $5.02B
- Revenue
- $2.58B
- Operating income
- −$49.0M
- Net income
- −$626.0M
No dividends on record.
| Institutions | ≈ 70.85% | 390.79M shares | |
|---|---|---|---|
| 1,123 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 14.86% | 81.96M shares | |
| 12 holders · as of Sep 22, 2026 | |||
| Strategic holders | 7.48% | 41.28M shares | |
| 2 holders · as of Apr 1, 2025 | |||
| Other | ≈ 6.81% | 37.51M shares | |
| remainder | |||
551.54M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Magnetar Financial LLCInstitution | 9.44% | 52.06M A | as of Jun 30, 2026 |
Nvidia CorpInstitution | 8.56% | 47.21M A | as of Jun 30, 2026 |
Michael N. IntratorInsiderdirector, 10 percent owner, officer: CEO and President | 8.21% | 887,129 A · 44.37M B | filed Sep 17, 2026 |
CW Opportunity LLC1Strategic10 percent owner | 5.36% | 29.55M A | filed Apr 1, 2025 |
BlackRock, Inc.Institution | 4.37% | 24.11M A | as of Jun 30, 2026 |
- Reported at 4.40% on Jun 23, 2026, under the 5% line, so no further filing is required.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Michael N. Intrator | director, 10 percent owner, officer: CEO and President | −307,692 | $81.91 |
| Sep 14, 2026 | Nitin Agrawal | officer: Chief Financial Officer | −66,576 | $83.70 |
| Sep 8, 2026 | Chen Goldberg | officer: EVP, Product & Engineering | −22,424 | $95.91 |
| Sep 8, 2026 | Michael N. Intrator | director, 10 percent owner, officer: CEO and President | −307,692 | $100.08 |
| Sep 8, 2026 | Kristen J. McVeety | officer: GC and Secretary | −97,500 | $93.94 |
- Microsoft
Azure rival in large-scale GPU compute and managed AI development
- Amazon
AWS rival across accelerated compute, AI training, and inference
- Alphabet Class A
Google Cloud rival in AI supercomputing and managed ML platforms
- Oracle
OCI rival in bare-metal GPU clusters and large-scale AI workloads
- Nebius
AI-native cloud peer spanning GPU infrastructure through inference
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CoreWeave | $87.58 | +0.95% | $47.33B | — | — | 6.2 | +112.3% |
| Microsoft | $498.92 | +0.18% | $3.70T | 27.7 | 25.4 | 11.1 | +17.8% |
| Amazon | $249.39 | −2.19% | $2.74T | 20.5 | 26.7 | 3.5 | +19.6% |
| Alphabet Class A | $342.01 | −2.61% | $4.25T | 17.6 | 25.5 | 9.5 | +24.2% |
| Oracle | $146.69 | −1.63% | $429.54B | 23.4 | 17.2 | 6.0 | +29.6% |
| Nebius | $233.05 | −1.30% | $56.67B | — | — | 41.8 | +454.0% |
| Median | 21.9 | 25.5 | 9.5 | +24.2% |