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CoreWeave, Inc. Class A Common Stock (CRWV)



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Upturn Advisory Summary
08/14/2025: CRWV (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $84.91
1 Year Target Price $84.91
5 | Strong Buy |
2 | Buy |
9 | Hold |
1 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 60.14B USD | Price to earnings Ratio - | 1Y Target Price 84.91 |
Price to earnings Ratio - | 1Y Target Price 84.91 | ||
Volume (30-day avg) 18 | Beta - | 52 Weeks Range 33.52 - 187.00 | Updated Date 07/21/2025 |
52 Weeks Range 33.52 - 187.00 | Updated Date 07/21/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.53 |
Earnings Date
Report Date 2025-08-12 | When After Market | Estimate -0.2 | Actual -0.27 |
Profitability
Profit Margin -38.73% | Operating Margin (TTM) -2.8% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 69850072456 | Price to Sales(TTM) 22.21 |
Enterprise Value 69850072456 | Price to Sales(TTM) 22.21 | ||
Enterprise Value to Revenue 25.79 | Enterprise Value to EBITDA 76.55 | Shares Outstanding 363361984 | Shares Floating 174145303 |
Shares Outstanding 363361984 | Shares Floating 174145303 | ||
Percent Insiders 33.51 | Percent Institutions 53.03 |
Upturn AI SWOT
CoreWeave, Inc. Class A Common Stock
Company Overview
History and Background
CoreWeave was founded in 2017, initially as an Ethereum mining operation. Recognizing the greater potential of their high-performance computing infrastructure, they pivoted to offering specialized cloud solutions for compute-intensive workloads like AI, machine learning, and visual effects. They have quickly grown to become a leading provider of GPU-accelerated cloud infrastructure.
Core Business Areas
- Cloud Services for AI/ML: Provides cloud computing resources optimized for AI and machine learning workloads, including large-scale training and inference.
- Visual Effects Rendering: Offers high-performance rendering solutions for visual effects studios and content creators.
- Compute-Intensive Applications: Supports various compute-intensive applications across industries with specialized hardware and software solutions.
Leadership and Structure
CoreWeave is led by CEO Michael Intrator. The company operates with a relatively flat organizational structure to foster agility and innovation. Key executives include those in engineering, sales, and operations.
Top Products and Market Share
Key Offerings
- GPU Cloud: CoreWeave's core product is their GPU-accelerated cloud platform. They offer access to the latest NVIDIA GPUs with optimized infrastructure for demanding workloads. Market share is estimated to be growing rapidly, competing with larger cloud providers. Competitors are AWS, Google Cloud, Azure.
- Kubernetes as a Service: Provides managed Kubernetes services for deploying and scaling containerized applications. Helps users efficiently manage and orchestrate GPU-intensive workloads. Competitors are AWS EKS, Google GKE, Azure AKS.
- Bare Metal Servers: Offers access to dedicated bare metal servers with high-performance GPUs for applications requiring maximum performance and control. Competitors are AWS, Azure, GCP.
Market Dynamics
Industry Overview
The cloud computing market is experiencing rapid growth, driven by the increasing demand for AI, machine learning, and other compute-intensive applications. The GPU-accelerated cloud segment is growing even faster. Many of the chips are in limited supply.
Positioning
CoreWeave is positioned as a specialized provider of GPU-accelerated cloud infrastructure, focusing on high-performance computing and AI/ML workloads. Their competitive advantage lies in their optimized infrastructure, competitive pricing, and focus on specific use cases.
Total Addressable Market (TAM)
The total addressable market for GPU cloud services is estimated to be in the tens of billions of dollars and rapidly growing. CoreWeave is well positioned to capture a significant portion of this market with its specialized offerings.
Upturn SWOT Analysis
Strengths
- Specialized GPU cloud provider
- Optimized infrastructure for AI/ML workloads
- Competitive pricing
- Strong partnerships with NVIDIA
- Highly scalable platform
Weaknesses
- Smaller scale compared to AWS, Google Cloud, and Azure
- Relatively newer company with limited brand recognition
- Heavy reliance on NVIDIA GPUs
Opportunities
- Growing demand for AI/ML cloud services
- Expansion into new geographic regions
- Development of new specialized services
- Partnerships with other technology providers
- Increasing supply of NVIDIA GPUs
Threats
- Competition from larger cloud providers
- Rapid technological changes
- Economic downturn
- Supply chain disruptions
- Emergence of new competitors
Competitors and Market Share
Key Competitors
- AMZN
- GOOGL
- MSFT
Competitive Landscape
CoreWeave has a competitive advantage in specialized GPU cloud offerings, while AWS, Google Cloud, and Azure have broader cloud portfolios and larger scale. CoreWeave focuses on providing optimized solutions for high-performance computing and AI/ML workloads and has a greater advantage in offering the latest NVIDIA GPUs first. The main disadvantage is their size.
Growth Trajectory and Initiatives
Historical Growth: CoreWeave has experienced rapid growth in recent years, driven by the increasing demand for GPU cloud services. The exact growth rate is undisclosed.
Future Projections: Future growth projections are positive, with expectations of continued expansion in the AI/ML cloud market. Analyst estimates are unavailable due to the company's private status.
Recent Initiatives: Recent initiatives include expanding their GPU cloud infrastructure, partnering with NVIDIA, and developing new specialized services.
Summary
CoreWeave is a rapidly growing specialized GPU cloud provider positioned to capitalize on the increasing demand for AI/ML cloud services. Their optimized infrastructure and competitive pricing are key strengths, but they face competition from larger cloud providers. They must continue to innovate and expand their services to maintain their competitive edge. The company needs to look out for the supply chain disruptions of NVIDIA GPUs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- Industry reports
- Analyst estimates (where available, private company data estimates)
- Market Data
Disclaimers:
This analysis is based on limited publicly available information. Market share and financial estimates are approximate. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CoreWeave, Inc. Class A Common Stock
Exchange NASDAQ | Headquaters Livingston, NJ, United States | ||
IPO Launch date 2025-03-28 | Co-founder, President, CEO & Chairman Mr. Michael N. Intrator | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 881 | Website https://www.coreweave.com |
Full time employees 881 | Website https://www.coreweave.com |
CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company builds the infrastructure that supports compute workloads for enterprises. Its products include GPU compute, CPU compute, storage services, networking services, managed services, and virtual and bare metal servers. The company's platform offers a fleet lifecycle controller, node lifecycle controller, tensorizer, and observability. Its services also include VFX and rendering, AI model training, AI interference, and mission control. In addition, the company develops a dataset optimization tool for machine-learning developers. CoreWeave, Inc. was formerly known as Atlantic Crypto Corporation and changed its name to CoreWeave, Inc. in December 2019. CoreWeave, Inc. was incorporated in 2017 and is based in Livingston, New Jersey.

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