CoreWeave, Inc.

CRWV · Nasdaq · ·

$53.11-6.2%11月13日終値

The latest quarter (ended 2026年9月30日) is from CoreWeave’s earnings press release of 2026年11月10日. It will be replaced by the official quarterly report (10-Q) once CoreWeave files it.

1W: +14.5%
1M: -19.3%

CoreWeave, Inc.（CRWV）株——良い事業でしょうか？ — InspectStocks

CoreWeave, Inc.

CRWV · Nasdaq · ·

比較

$53.11-6.2%11月13日終値

The latest quarter (ended 2026年9月30日) is from CoreWeave’s earnings press release of 2026年11月10日. It will be replaced by the official quarterly report (10-Q) once CoreWeave files it.

1W: +14.5%
1M: -19.3%

Just reported

Q3 2026 results

From CoreWeave's results release of 2026年11月10日. These are the company's first figures; its 10-Q or 10-K replaces them when filed.

Revenue
Actual
$3.66B
+168% y/y
+42% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$207M
+299% y/y
Guided
—
No guide given

Company outlook

Full year 2026

Revenue$13B – $13.3B+156% y/y First given
Operating income, adjusted$1.275B – $1.375BFirst given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes CoreWeave is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Software Infrastructure

Graded A or B and worth $2B or more: A first, then the largest.

All 158 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

AI cloud computing services

競合

何を売っているか6

CoreWeave Cloud
Access to computing capacity, storage, and networking designed for training and running AI models.
CoreWeave Mission Control
Software that helps customers and CoreWeave provision computing, manage workloads, monitor performance, and identify infrastructure problems.
CoreWeave Kubernetes Service
A managed service for running and managing groups of computers used for AI workloads.

さらに3件を表示

AI storage services
Object and file storage, plus caching that brings data closer to GPUs, for faster access during model training and use.
Slurm on Kubernetes
Software for setting up and managing large computing clusters used for AI research and training.
Weights & Biases
Software for tracking AI experiments and helping teams train, test, deploy, and monitor models and AI agents.

誰が買っているか2

AI research labs and technology companies that reserve computing capacity under multi-year contracts, often committing to pay for a specified amount of capacity.
Enterprises and other organizations that use reserved capacity or buy computing access on demand.

何に支えられ、何に崩されうるか

事業が頼っているもの

1The business needs large, dependable supplies of electricity to run its data centers; power shortages, outages, or higher costs could constrain service or increase expenses.
2It relies on a limited number of suppliers for important equipment and components used to build and run its computing infrastructure.
3It relies on data-center providers and partners to supply facilities that meet its power, cooling, security, and operating requirements.
4A substantial portion of revenue comes from a limited number of customers, so reduced spending by one or a few large customers could affect the business.

うまくいかなくなる可能性

1Insufficient electricity, higher power costs, outages, or limits on available power could prevent CoreWeave from operating or expanding its data centers as needed.
2A loss of, or a significant cut in spending by, one or a few major customers could materially reduce revenue.
3Delays or shortages in GPUs and other equipment from a limited supplier base could slow data-center expansion or limit the computing capacity available to customers.

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CoreWeave, Inc.について

CoreWeave provides cloud computing built for artificial intelligence (AI), including clusters of graphics processing units (GPUs), networking, and data storage. Customers use these services to train and fine-tune AI models, and to run them for users. The company also sells software for managing computing workloads and developing and monitoring models and AI agents.

本社: Livingston, New Jersey
設立: 2017 (founding year, medium)
従業員数: 2,189 (December 31, 2025, high)
上場市場: Nasdaq
決算期: December 31

CoreWeave, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported