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Just reported
Q3 2026 results
From CoreWeave's results release of 10 de novembro de 2026. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
US$ 3,66B
+168% y/y
+42% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$ 207M
+299% y/y
Guided
—
No guide given
Company outlook
Full year 2026
- RevenueUS$ 13B – US$ 13,3B+156% y/y First given
- Operating income, adjustedUS$ 1,275B – US$ 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.
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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
- Curadoria
Neoclouds & AI hosts
Por InspectStocks · 15 companies
Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.
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- Receita, 1 ano
- -28,1%
+9A 1D 6F 8
- Curadoria
Cloud platforms
Por InspectStocks · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- Preço, 1 ano
- -8,4%
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- +16,4%
+9A 4B 1C 3D 5F 2
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
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Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 de out. de 2026BAGraded B, now A- IBMInternational Business Machines Corporation21 de out. de 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 de out. de 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 de out. de 2026BAGraded B, now A
UIUbiquiti Inc.6 de nov. de 2026BAGraded B, now A
Como ganha dinheiro
- AI cloud computing services
Concorre com
O que vende6
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.
Mostrar mais 3
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.
Quem compra2
- 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.
Em que se apoia e o que pode quebrá-lo
Do que o negócio depende
- 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.
O que pode dar errado
- 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.
Demonstrações financeiras completas →
Sobre a CoreWeave, Inc.
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.
- Sede
- Livingston, New Jersey
- Fundada em
- 2017 (founding year, medium)
- Funcionários
- 2,189 (December 31, 2025, high)
- Listada em
- Nasdaq
- Fim do exercício
- December 31
Construído a partir dos próprios documentos de CoreWeave, Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.