CRWV Stock Insight

• Key metrics: Q2 revenue consensus $2.55B vs company guide $2.45-2.6B; EPS loss estimates range $1.17-$1.45. Stock at ~$90-92 with 12-15%...

CoreWeave and Nebius bring contrasting setups to earnings week.

• CoreWeave reports Tuesday with $2.45-2.60B Q2 guidance and $99.4B backlog.
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CRWV reports Q2 results after the close on August 11, with consensus revenue of $2.56 billion (111% YoY growth) and a $1.21 per-share loss.

• Key...

CoreWeave's Aug 11 earnings preview centers on whether AI demand can outrun its massive debt and capex burden.

CoreWeave reports earnings Tuesday after the close, with its stock already surging 6.3% to $90.67 on Friday, setting up potential market-moving impact on broader AI sentiment and the Nasdaq.

CoreWeave CRWV jumped 6.26% to $90.67 as cloud peers rallied on weak July jobs data and fresh rate-cut expectations, with Deutsche Bank lifting its...

• Revenue backlog jumped to $99 billion, pointing to robust demand.
• Capex guidance set at $30-35 billion for the year.
• Revenue expected to exceed $2.07 billion ahead of Aug 11 report.

CoreWeave reports Q2 results Tuesday after close, with revenue expected to hit $2.55B on over 100% YoY growth and a massive AI backlog.

Yet shares...

CoreWeave's expanded IMC partnership marks a clear bullish catalyst, with the trading firm scaling from initial production to a materially larger AI...

CoreWeave's short interest has climbed to 15% with total debt exceeding $25 billion, underscoring bearish bets ahead of Q2 earnings on August 11...

• Earnings watch: CoreWeave reports next week after Q1 revenue rose to $2.07B from $982M, with net loss widening to $740M and debt at $25B.
• Bearish...

Nebius trades at a 55x trailing sales multiple on $878 million revenue, far outpacing the growth trajectory analysts expect for peers like CoreWeave...

SpaceX's exclusive Nvidia AI infrastructure deal creates direct supply risk for CoreWeave by bypassing neocloud intermediaries.

• This shift weakens...

CoreWeave reports Q2 results August 11 amid revenue visibility from multi-year AI deals clashing with analyst concerns over spending durability.

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SpaceX's exclusive Nvidia partnership could push CoreWeave and other neoclouds further back in the GPU queue, worsening already tight supply ahead of...

CoreWeave CEO sold shares while retaining a significant stake, as Citi lowered its price target to $142 from $158 yet kept a Buy rating. The moves create a mixed signal ahead of earnings.

CoreWeave secured a significantly larger IMC commitment for its AI cloud clusters, bolstering backlog and revenue visibility amid client...

Solidigm secured a storage agreement with CoreWeave as rumors emerge of a pre-IPO raise up to $7.1 billion at a $35.3 billion valuation. SK Hynix denied confirmation while investors fret over diluted ownership and memory oversupply risks.

Options traders are bracing for a 15.5% move in CoreWeave ahead of Q2 results amid elevated implied volatility. Wall Street sees revenue at $2.55 billion (+111% YoY) but an adjusted $1.22 loss per share, setting up a high-stakes risk/reward setup.

Which signal matters more ahead of August 11 earnings?

• Price action and analysts lean bullish: Shares jumped 6.3% to $90.67 on GPU demand;...