Theo Outlook
CoreWeave operates a cloud platform that provides scaling, support, and acceleration for GenAI and is headquartered in Livingston, New Jersey. For the trailing twelve months through the latest quarter ended June 30, 2026, the company reported revenue of $7.59 billion, a profit margin of -25.4 percent, earnings per share of -$3.55, and a market capitalization of $48.31 billion.
Bull case: quarterly revenue grew 112.5 percent year over year through June 30, 2026, while EBITDA reached $3.79 billion and gross profit stood at $5.12 billion for the trailing twelve months. Bear case: the company posted a negative operating margin of -1.9 percent and a negative return on equity of -43.6 percent for the trailing twelve months through June 30, 2026, with earnings per share at -$3.55.
Main risks include continued net losses and negative margins amid rapid expansion in the competitive cloud infrastructure space. Analysis generated by HeyTheo AI from company and market data. It may be incomplete or inaccurate.
Analysis generated by HeyTheo AI on .





