You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
CoreWeave reported Q3 revenue of $3.7 billion, up 168% year-over-year, and raised full-year 2026 revenue guidance to $13 to $13.3 billion and adjusted operating income guidance to $1.275 to $1.375 billion; backlog reached approximately $133 billion.
CoreWeave reported third-quarter revenue of $3,661 million, adjusted operating income of $379 million and a $132.5 billion revenue backlog, while raising full-year 2026 revenue guidance to $13.0 billion to $13.3 billion and adjusted operating income guidance to $1.275 billion to $1.375 billion.
CoreWeave completed a $4.2 billion offering of 2.875% Convertible Senior Notes due 2033, generating net proceeds of $4,137.0 million. It funded capped call transactions costing approximately $566.2 million and will use the remainder for general corporate purposes.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. CoreWeave delivered 168% revenue growth, a record $133 billion backlog, sharply higher sequential margins, $2 billion of operating cash flow, and raised revenue, adjusted operating income and exit ARR guidance; financing flexibility and paid-off fleet renewals add further growth support. GAAP and adjusted net losses widened, interest expense increased, and substantial indebtedness remains a stated risk.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
We read what nine listed companies have told investors about their Texas capacity, about 18.3 GW held by eight of them. About a fifth is approved or outside ERCOT's Batch Zero study, nearly two-thirds is conditional or still in process, and the rest has no stated status or still needs approval.
We read the lock-up terms in 440 IPO prospectuses from 2024 to 2026. Six months is still the norm, but the biggest deals now release shares early, in most small Nasdaq IPOs only insiders and the largest holders sign, and on the day a lock-up ends the typical stock doesn't fall.
No US-listed company said “neocloud” on an earnings call in 2024; 64 did from July to September 2026. The word belongs to the chip, network, storage and data center suppliers that sell to these AI clouds, and in October it reached bank and asset manager calls as a credit question.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active power | 1.5 | Q2 2026 | — |
| Adjusted EBITDA non-GAAP | $2.67B | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 57% | Six Months Ended June 30, 2026 | — |
| Adjusted net loss non-GAAP | -$1.16B | Six Months Ended June 30, 2026 | — |
| Adjusted net loss margin non-GAAP | -25% | Six Months Ended June 30, 2026 | — |
| Adjusted operating income non-GAAP | $128M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating income (loss) -$49M
+$165M Stock-based compensation
+$1M Acquisition related costs
+$11M Amortization of acquired intangibles
= Adjusted operating income $128M
|
|||
| Adjusted operating income margin non-GAAP | 3% | Six Months Ended June 30, 2026 | — |
| Total contracted power | 3.7 | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CRWV
this stock
CoreWeave, Inc.
|
$29.55B | -25.8% | +167.9% | — | 13.3% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CRWV | +14.5% | -13.5% | -49.8% | -3.2% | -25.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +11.9% | -12.3% | -50.3% | -3.0% | -36.4% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
