Equity Profile

CRWV

CoreWeave, Inc.

Information TechnologyInternet Services & Infrastructure$45.5B

May7Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:07 PM EDT

CoreWeave Misses on EPS, Stock Up 0.00%

Metric	Actual	Expected	Surprise
EPS	$-1.40	$-0.90	-20.17%
Revenue	—	$2.0B	—

management commentary, guidance changes, and full analysis available with Pro.

CoreWeave Misses on EPS, Stock Up 0.00%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-1.40	$-0.90	-20.17%
Revenue	—	$2.0B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

CoreWeave's earnings report showed a significant miss on EPS, which may raise concerns among investors about profitability. Despite this, the stock reaction remained flat, indicating that investors might have anticipated the results or are waiting for more information. The lack of revenue data and management commentary leaves uncertainty about the company's future performance.

Company Snapshot

CoreWeave, Inc. operates in the Information Technology sector, focusing on internet services and infrastructure....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and this quarter's consensus EPS is expected to be negative, reflecting ongoing challenges.

-$0.90

Revenue

Revenue is crucial for assessing the company's growth trajectory, with expectations set at $2.0 billion this quarter.

$2.0B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

CoreWeave, Inc. operates in the Information Technology sector, focusing on internet services and infrastructure. With a market cap of $73 billion, the company plays a significant role in the growing demand for cloud computing and AI technologies.

Earnings Scorecard·Last 5Q

EPS Beat Streak

EPS Beat Rate

20%

Avg EPS Surprise

-179.99%

Avg Stock Reaction

+1.52%

Last Quarter Recap

In the last quarter, CoreWeave reported an EPS of -$0.89, which was worse than analysts' expectations. The stock reacted negatively, dropping 0.39% the following day.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to enhancing customer service and support.
Plans to expand product offerings in cloud services.

Expectations

Wall Street Expectations

Analysts are expecting CoreWeave to report a challenging quarter with a consensus EPS of -$0.90 and revenue of $2.0 billion. The market is closely watching for any signs of improvement or further deterioration.

Bull Case

If CoreWeave can exceed revenue expectations and show signs of narrowing losses, it could signal a turnaround, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports worse-than-expected earnings and revenue, it could raise concerns about its long-term viability, resulting in a significant stock decline.

Key Metrics to Watch

EPS

-$0.90

Earnings per share is a key indicator of profitability, and this quarter's consensus EPS is expected to be negative, reflecting ongoing challenges.

Revenue

$2.0B

Revenue is crucial for assessing the company's growth trajectory, with expectations set at $2.0 billion this quarter.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will CoreWeave's revenue meet or exceed the $2.0 billion consensus estimate?

Revenue performance is critical for assessing growth potential and market confidence in the company's strategy.

How does management plan to address the ongoing losses reflected in the EPS forecast?

Investors will be looking for concrete plans to improve profitability and reduce losses, which could impact stock sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating CoreWeave's potential for revenue growth due to its unique market position in AI and cloud services, which could lead to stronger-than-expected results.

Supporting Evidence

Despite recent losses, the company has shown resilience in previous quarters, bouncing back after negative surprises.

The options market is pricing a significant move, indicating that traders expect a potential upside.

Insider selling may reflect a strategic repositioning rather than a lack of confidence in the company's future.

Key Risk

If revenue comes in above $2.0 billion, it could challenge the current bearish sentiment and shift market perception.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it reflects the company's ability to navigate challenges and capitalize on growth opportunities in the tech sector.

Bull Confirmed If

Achieving revenue growth of at least $2.0 billion with a narrower EPS loss than expected would confirm the bull case.

Bear Confirmed If

Reporting an EPS loss greater than -$0.90 alongside lower revenue would solidify the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.55%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.5% while CRWV has averaged ±4.3% over the last 5 prints — setup is pricing rich.

Detail

ATM IV

2.1%

30d HV

88.0%

Calls (6.5M)P/C Ratio: 0.76Puts (4.5M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CoreWeave beats expectations, history suggests the stock could rise by around 1.54%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's commentary.

Miss

Should the company miss on both EPS and revenue, history suggests a potential decline of about 4.22%, indicating heightened investor concern.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention strategies.
2Details on cost-cutting measures and their expected impact on EPS.
3Insights into market demand for CoreWeave's services, particularly in AI.
4Management's outlook on future revenue growth and profitability.
5Responses to questions about recent insider selling and its implications.

See the full picture

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Company Snapshot

CoreWeave, Inc. operates in the Information Technology sector, focusing on internet services and infrastructure....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and this quarter's consensus EPS is expected to be negative, reflecting ongoing challenges.

-$0.90

Revenue

Revenue is crucial for assessing the company's growth trajectory, with expectations set at $2.0 billion this quarter.

$2.0B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 5Q

EPS Beat Streak

EPS Beat Rate

20%

Avg EPS Surprise

-179.99%

Avg Stock Reaction

+1.52%

Last Quarter Recap

In the last quarter, CoreWeave reported an EPS of -$0.89, which was worse than analysts' expectations. The stock reacted negatively, dropping 0.39% the following day.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to enhancing customer service and support.
Plans to expand product offerings in cloud services.

Expectations

Wall Street Expectations

Bull Case

If CoreWeave can exceed revenue expectations and show signs of narrowing losses, it could signal a turnaround, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports worse-than-expected earnings and revenue, it could raise concerns about its long-term viability, resulting in a significant stock decline.

Key Metrics to Watch

EPS

-$0.90

Earnings per share is a key indicator of profitability, and this quarter's consensus EPS is expected to be negative, reflecting ongoing challenges.

Revenue

$2.0B

Revenue is crucial for assessing the company's growth trajectory, with expectations set at $2.0 billion this quarter.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will CoreWeave's revenue meet or exceed the $2.0 billion consensus estimate?

Revenue performance is critical for assessing growth potential and market confidence in the company's strategy.

How does management plan to address the ongoing losses reflected in the EPS forecast?

Investors will be looking for concrete plans to improve profitability and reduce losses, which could impact stock sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating CoreWeave's potential for revenue growth due to its unique market position in AI and cloud services, which could lead to stronger-than-expected results.

Supporting Evidence

Despite recent losses, the company has shown resilience in previous quarters, bouncing back after negative surprises.

The options market is pricing a significant move, indicating that traders expect a potential upside.

Insider selling may reflect a strategic repositioning rather than a lack of confidence in the company's future.

Key Risk

If revenue comes in above $2.0 billion, it could challenge the current bearish sentiment and shift market perception.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it reflects the company's ability to navigate challenges and capitalize on growth opportunities in the tech sector.

Bull Confirmed If

Achieving revenue growth of at least $2.0 billion with a narrower EPS loss than expected would confirm the bull case.

Bear Confirmed If

Reporting an EPS loss greater than -$0.90 alongside lower revenue would solidify the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.55%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.5% while CRWV has averaged ±4.3% over the last 5 prints — setup is pricing rich.

Detail

ATM IV

2.1%

30d HV

88.0%

Calls (6.5M)P/C Ratio: 0.76Puts (4.5M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CoreWeave beats expectations, history suggests the stock could rise by around 1.54%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's commentary.

Miss

Should the company miss on both EPS and revenue, history suggests a potential decline of about 4.22%, indicating heightened investor concern.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention strategies.
2Details on cost-cutting measures and their expected impact on EPS.
3Insights into market demand for CoreWeave's services, particularly in AI.
4Management's outlook on future revenue growth and profitability.
5Responses to questions about recent insider selling and its implications.