CoreWeave shares plunge 13% as $35 billion AI spending plan triggers investor concerns
10 Sources
[1]
CoreWeave Reports Wider Loss in Sign of Heavy Spending
CoreWeave Inc. fell as much as 13% in late trading after reporting a bigger-than-expected loss and boosting capital expenditures, spurring concerns about the company overspending on infrastructure. The loss widened to 89 cents a share in the fourth quarter, the company said in a statementBloomberg
[2]
CoreWeave shares slump as doubling capital expenditure sparks margin concerns
Feb 27 (Reuters) - Shares of CoreWeave (CRWV.O), opens new tab slumped around 12% before the bell on Friday, after the company's plans to double capital expenditure this year fueled investor concerns about margin pressure and effective returns from its artificial intelligence push. The cloud
[3]
CoreWeave beats revenue projections as backlog swells to nearly $67 billion
Michael Intrator, Chief Executive Officer of CoreWeave Inc., speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 22, 2025. CoreWeave shares fell as much as 7% in extended trading on Thursday after the artificial intelligence-focused
[4]
CoreWeave's stock drops on mixed results and plans to scale up AI spending - SiliconANGLE
CoreWeave's stock drops on mixed results and plans to scale up AI spending Shares of the cloud infrastructure company CoreWeave Inc. fell more than 9% in late trading today after it posted a bigger-than-expected loss per share and offered a weak revenue forecast for the current quarter. The
[5]
CoreWeave: What's Going On With The Stock Today? - CoreWeave (NASDAQ:CRWV)
CoreWeave Inc. (NASDAQ:CRWV) shares fell in premarket trading Friday after the AI cloud provider issued lighter-than-expected first-quarter revenue guidance. CoreWeave shares are trending. Where are CRWV shares going? The company posted fourth-quarter revenue of $1.57 billion, narrowly topping
[6]
The Neocloud Revolution Is Here. This AI Stock Went From Zero to $5 Billion in Revenue in 3 Years. | The Motley Fool
This scorching hot company also has an 11-figure revenue backlog. "Neocloud" is one of those buzzy tech industry words that not every investor is aware of. That's a shame, because the technology -- cloud computing services that are focused chiefly on artificial intelligence (AI) -- has enormous
[7]
CoreWeave Posts Q4 Revenue Beat, Guides To 140% Growth In 2026 - CoreWeave (NASDAQ:CRWV)
Shares of CoreWeave Inc (NASDAQ:CRWV) tanked in early trading on Friday, after the company reported mixed fourth-quarter results. Here are the key analyst insights: Check out other analyst stock ratings. DA Davidson: CoreWeave reported total revenue of $1.6 billion, representing 110%
[8]
CoreWeave shares slump as doubling capital expenditure sparks margin concerns
Feb 27 (Reuters) - Shares of CoreWeave slumped around 12% before the bell on Friday, after the company's plans to double capital expenditure this year fueled investor concerns about margin pressure and effective returns from its artificial intelligence push. The cloud infrastructure company has
[9]
CoreWeave CFO says co expects 2026 revenue of $12 bln to $13 bln
CoreWeave, Inc. is an American technology company founded in 2017, specializing in cloud infrastructure designed for compute-intensive workloads. It has positioned itself as a niche player in a market dominated by generalist giants. Its offering is built on a vertical specialization in artificial
[10]
CoreWeave CFO says co secured more than $18 billion of debt and equity in 2025
CoreWeave, Inc. is an American technology company founded in 2017, specializing in cloud infrastructure designed for compute-intensive workloads. It has positioned itself as a niche player in a market dominated by generalist giants. Its offering is built on a vertical specialization in artificial
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CoreWeave's stock tumbled after the AI cloud infrastructure provider announced plans to more than double capital expenditure to $35 billion in 2026. The company posted a wider-than-expected loss of 89 cents per share while revenue hit $1.57 billion. Despite a $66.8 billion revenue backlog and partnerships with OpenAI and Microsoft, investors worry about margin pressure and the company's ability to deliver returns on massive infrastructure investments.
CoreWeave Reports Wider Loss Amid Aggressive Infrastructure Buildout
CoreWeave shares fell as much as 13% in extended trading after the cloud infrastructure provider reported fourth-quarter results that revealed the true cost of competing in the AI infrastructure race
1
. The company posted an adjusted loss of 89 cents per share, significantly wider than the 72 cents analysts had anticipated1
. Revenue reached $1.57 billion, narrowly beating the $1.55 billion projection, representing 110% year-over-year growth3
. The Livingston, New Jersey-based company's net loss widened dramatically to $452 million at the end of the quarter, compared to just $51 million a year earlier4
.
Source: Reuters
Capital Expenditure Surge Sparks Investor Concerns About Returns
The most striking revelation came in CoreWeave's capital expenditure guidance, with the company committing $30 billion to $35 billion for 2026—more than double the $14.9 billion spent in 2025
2
. This massive AI spending increase triggered immediate investor concerns about margin pressure and whether the company can generate adequate returns from such substantial infrastructure investments2
. CoreWeave acknowledged that the increased spending will put "short-term pressure on the margins"2
. The company's financial position differs sharply from hyperscale competitors—CoreWeave held $3.13 billion in cash and equivalents, compared with Microsoft's $24.3 billion and Amazon's $86.8 billion2
.Surging Demand for AI Drives Capacity Expansion Plans
Despite the stock drop, CoreWeave CEO Michael Intrator emphasized the company is "virtually sold out in 2026 of all of our capacity"
4
. The company's revenue backlog swelled to $66.8 billion from $55.6 billion just three months prior, demonstrating robust surging demand for AI compute resources3
. CoreWeave ended the fiscal year with 850 megawatts of active power capacity while contracted power stood at 3.1 gigawatts3
. The company aims to bring 1.7 gigawatts of active power online by the end of 2026 and ultimately plans to add over five gigawatts beyond its contracted footprint by 20304
. Intrator noted demand is "exploding into the enterprise" beyond initial hyperscaler clouds and foundation models4
.
Source: Motley Fool
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Strategic Partnerships and Nvidia Chips Supply Challenges
CoreWeave operates dozens of data centers primarily equipped with Nvidia GPUs, renting those chips to enterprise customers and AI model developers including OpenAI, Meta Platforms, and Microsoft
1
. Nvidia invested an additional $2 billion in CoreWeave last month to accelerate efforts to add more than 5 gigawatts of AI computing capacity by 2030, with CoreWeave positioned among the first to deploy forthcoming Nvidia products1
. However, Intrator acknowledged Nvidia chips remain in short supply, putting upward pressure on prices4
. Any disruption to chip supply could hamper CoreWeave's infrastructure plans and leave it with a revenue backlog it cannot fulfill2
.
Source: SiliconANGLE
Debt Load and Revenue Forecast Create Mixed Outlook
CoreWeave's aggressive expansion strategy has led to dramatic increases in borrowing, with reported debt standing at $21.37 billion as of December 31
3
. The company's adjusted leverage stood at about 6.9 times as of September 30, and it's expected to burn cash for at least the next 18 months amid heavy capital expenditures, according to Moody's Ratings1
. CoreWeave is looking to raise about $8.5 billion from banks including Morgan Stanley to help finance a buildout of cloud computing capacity for Meta1
. For fiscal 2026, the company guided for revenue of $12 billion to $13 billion, slightly above the Street's $12.09 billion consensus4
. However, first-quarter revenue forecast of $1.9 billion to $2 billion fell well below the $2.29 billion target, disappointing investors4
. The company expects to exit 2026 with annualized run-rate revenue between $17 billion and $19 billion, projecting that figure will surpass $30 billion by the end of 20275
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