Company Dossier · Information Technology
CoreWeave
- Nasdaq-100
- Russell 1000
What CoreWeave is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $7.59 billion, up 116% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: −$13.7 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $20.6 billion, up 140% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $11.8 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 11, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed March 2, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1,060 million on the open market.SEC Form 4
- 970 institutional managers reported a position at June 30, 2026 (+188 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 30 (7 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 18, of which 1 read positive and 1 negative.Palanor headline tone
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →CoreWeave's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$35.8B
- Due within a year $6.2B
- Longer term $29.6B
- Default point $21.0B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
CoreWeave: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name CoreWeave, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralCoreWeave's Debt Troubles Fuel Fears Of An AI Data Center Reckoning
Bisnow · Oct 20, 2026
- NeutralIs CoreWeave the Silicon Valley Bank of 2026?
FT Companies · Oct 20, 2026
- NeutralCoreWeave’s debt is becoming the whole AI industry’s problem
The Verge · Oct 19, 2026
- PositiveGoldman Sachs Upgrade Sends CoreWeave Stock Soaring
gurufocus.com · via Marketaux · Oct 19, 2026
- NeutralCoreWeave (CRWV) Shares Tumble Over 25% Amid Debt Concerns and Semiconductor Selloff
gurufocus.com · via Marketaux · Oct 17, 2026
- NegativeCoreWeave slump exposes AI infrastructure debt stress
Palanor Wire · Oct 15, 2026
- NeutralCoreWeave better hurry up figuring out how to tap insurers for cash
FT Companies · Oct 15, 2026
- NeutralCoffee Break: CoreWeave the Canary in the AI Credit Coal Mine?
nakedcapitalism.com · via Marketaux · Oct 14, 2026
- NeutralCoreWeave targets ‘unlimited’ insurance money to fund AI build-out
FT Companies · Oct 14, 2026
- NeutralCoreWeave fell 7.77 percent to $81.58. Does 240 MW in India offset the drop?
financefeeds.com · via Marketaux · Oct 11, 2026
- NeutralCoreWeave slides 8% amid tech sector weakness (CRWV:NASDAQ)
seekingalpha.com · via Marketaux · Oct 8, 2026
- NeutralCoreWeave Stocks Jump 4.4% Although Pricing Power Faces a $640 Million Interest Test
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralCoreWeave's Latest Pricing Move Gets Major Wall Street Attention
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralCoreWeave (CRWV) Gains Spotlight as UBS Highlights AI Infrastructure Pricing Surge
gurufocus.com · via Marketaux · Oct 2, 2026
- NeutralNebius and CoreWeave Lift Nvidia GPU Prices by Up to 21%
financefeeds.com · via Marketaux · Oct 2, 2026
- NeutralCoreWeave Stock Climbs on NVIDIA Vera Rubin Expansion
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralCoreWeave’s CEO says data center backlash isn't scaring off AI giants
businessinsider.com · via Marketaux · Sep 30, 2026
- NeutralCoreWeave: Pricing Increases Aren't Denting Unmatched Backlog Growth (NASDAQ:CRWV)
seekingalpha.com · via Marketaux · Sep 30, 2026
- NeutralEthics Disclosure Shows Trump Sold CoStar, Bought CoreWeave Stock In June
Bisnow · Aug 27, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 19, 2026LobbyingLobbying report (CROSSROADS STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 18, 2026LobbyingLobbying report (FORBES-TATE)third_quarter 2026 · $0.1 million
- Oct 16, 2026LobbyingLobbying report (COREWEAVE, INC.)third_quarter 2026 · $0.2 million
- Sep 25, 2026Trademark
- Sep 22, 20268-KMaterial agreement signedItem 1.01
- Sep 18, 2026Trademark
- Sep 18, 2026Trademark
- Sep 17, 2026Trademark
- Sep 17, 2026Trademark
- Aug 10, 20268-KMaterial agreement signedItem 1.01
- Jul 20, 2026LobbyingLobbying report (COREWEAVE, INC.)second_quarter 2026 · $0.2 million
- Jul 20, 2026LobbyingLobbying report (FORBES-TATE)second_quarter 2026 · $0.1 million
- Jul 18, 2026LobbyingLobbying report (CROSSROADS STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jun 30, 2026Private creditLoans held by business development companies (CoreWeave)$28.7 million at cost
- Jun 18, 20268-KMaterial agreement signedItem 1.01
- Jun 10, 20268-KShareholder vote resultsItem 5.07
- Jun 9, 2026Patent
- May 18, 20268-KMaterial agreement signedItem 1.01
- Apr 21, 20268-KMaterial agreement signedItem 1.01
- Apr 20, 2026LobbyingLobbying report (CROSSROADS STRATEGIES, LLC)first_quarter 2026 · $0.1 million
- Apr 17, 2026LobbyingLobbying report (COREWEAVE, INC.)first_quarter 2026 · $0.2 million
- Apr 14, 20268-KMaterial agreement signedItem 1.01
- Mar 31, 20268-KMaterial agreement signedItem 1.01
- Mar 3, 2026Patent
- Mar 2, 202610-K
- Jan 2, 20268-KMaterial agreement signedItem 1.01
- Dec 11, 20258-KMaterial agreement signedItem 1.01
- Oct 31, 20258-KMaterial agreement terminatedItem 1.02
- Oct 2, 20258-KMaterial agreement signedItem 1.01
- Sep 30, 20258-KMaterial agreement signedItem 1.01
- Sep 25, 20258-KMaterial agreement signedItem 1.01
- Sep 15, 20258-KMaterial agreement signedItem 1.01
- Jul 31, 20258-KMaterial agreement signedItem 1.01
- Jul 28, 20258-KMaterial agreement signedItem 1.01
- Jul 7, 20258-KMaterial agreement signedItem 1.01
- May 28, 20258-KMaterial agreement signedItem 1.01
- May 6, 20258-KMaterial agreement signedItem 1.01
- Mar 3, 2025S-1
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Fortinet FTNT | $7.5B | $3.2B | Jun 30, 2026 |
| Autodesk ADSK | $7.8B | $2.8B | Jul 31, 2026 |
| NetApp NTAP | $7.4B | $1.6B | Jul 31, 2026 |
| Coherent Corp. COHR | $7.1B | −$1.0B | Jun 30, 2026 |
| Amkor Technology AMKR | $7.1B | $0.2B | Mar 31, 2026 |
| Roper Technologies ROP | $8.3B | — | Jun 30, 2026 |
| Toast, Inc. TOST | $6.8B | $0.6B | Jun 30, 2026 |
| Keysight Technologies KEYS | $6.6B | $1.5B | Jul 31, 2026 |
Identity
- SEC CIK
- 1769628