Added to YB: 2026-10-09
Pitch date: 2026-10-07
CRWV [bullish]
CoreWeave, Inc.
-24.23%
current return
Author Info
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Company Info
CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale.
Market Cap
$50.6B
Pitch Price
$86.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.26
P/E
-24.79
EV/Sales
12.73
Sector
IT Services
Category
value
The GPU’s Second Life - CoreWeave, Inc.
CRWV (monitor): CoreWeave’s A100 contract extending into 2029 and management’s report that prior-generation pricing is at or above earlier levels support a longer cash-generating life for installed GPUs. An illustrative model — not disclosed company economics — shows extending earning life from six to eight years adds about $6,619 of present value per GPU-equivalent. The thesis still depends on renewal margins, financing and whether older clusters justify scarce powered capacity.
Read full article (6 min)