CoreWeave, Inc. Class A (CRWV)

CoreWeave (CRWV) has experienced significant stock events and volatility in the past six months. The company went public in March 2025 at $40 per share, reaching a high of $187 by June 2025. The stock fell by 52% from its peak after a disappointing fourth-quarter earnings miss and a softer-than-expected revenue outlook for 2026. Ark Invest funds steadily increased their holdings in CRWV, indicating a contrarian bet on the company's future. CoreWeave announced a multi-year agreement with AI startup Anthropic to power its Claude AI models, causing the stock to jump over 12%. The company also announced an expanded, long-term agreement with Meta Platforms to provide AI cloud capacity through December 2032 for approximately $21 billion, bringing CoreWeave's total contracted commitments with Meta alone to $35 billion, significantly boosting the stock price.

Demand for CoreWeave's products and services exhibits very low seasonality due to the "insatiable" and "overwhelming" demand for AI infrastructure. The company primarily relies on multi-year "take-or-pay" contracts, with typical durations increasing to five to six years. This contractual backlog, which exceeded $66.8 billion as of December 31, 2025, provides exceptional revenue visibility and insulates the company from short-term demand fluctuations. CoreWeave's 2026 compute capacity is described as "broadly sold out." The demand has broadened from AI labs to hyperscaler cloud customers and large enterprises, further contributing to consistent, high demand across various GPU generations.

CoreWeave, Inc. is an American cloud infrastructure technology company specializing in high-performance computing resources optimized for artificial intelligence (AI) workloads, operating within the Information Technology sector, specifically in the Cloud Computing and Packaged Software industries. The CoreWeave Cloud platform delivers automation and efficiency for AI infrastructure. The company offers data and storage solutions, such as Local Object Transport Accelerator. Infrastructure control solutions include CoreWeave Kubernetes service. Mission control services encompass node, rack, and fleet lifecycle management. Model and agent development tools include Weights & Biases, an AI developer platform. Compute resources include Graphics Processing Unit (GPU) compute and Central Processing Unit (CPU) compute, along with networking and managed services, virtual and bare metal servers, and specialized workloads like visual effects rendering, machine learning, pixel streaming, and batch processing. CoreWeave was founded in 2017 as Atlantic Crypto Corporation, initially focusing on cryptocurrency mining, before pivoting to cloud computing infrastructure in 2019 and rebranding to CoreWeave, Inc.

CoreWeave, Inc. maintains a growing international geographic footprint with data centers in both the United States and Europe. As of 2025, the company operated 32 data centers with a total of 250,000 GPUs. In the United States, operational and planned data center locations include Plano, Texas, Hillsboro, Oregon, and Douglasville, Georgia. Planned data centers are also located in Hammond, Illinois, Kenilworth, New Jersey, and Lancaster, Pennsylvania. In Europe, CoreWeave established a headquarters in London in 2024 and operates two data centers in the United Kingdom.

CoreWeave has actively cultivated its brand reputation in the past year, positioning itself as "The Essential Cloud for AI™." The company launched its first integrated brand campaign, featuring Chance the Rapper, to highlight its role as a critical backbone for AI innovators and its purpose-built technology for large-scale AI production. CoreWeave has demonstrated strong technical capabilities, leading MLPerf v6.0 inference benchmarks and showcasing optimized AI cloud performance. Major deals with companies like Meta Platforms and Anthropic further solidify CoreWeave's reputation as a crucial provider of AI cloud infrastructure for leading AI labs and enterprises. No significant negative events impacting CoreWeave's brand reputation in the past year were found in the provided search results.

CoreWeave, Inc. has a diverse ownership structure, with a significant portion held by institutional investors. As of April 2026, CoreWeave had 763 institutional owners and shareholders holding a total of 255,932,737 shares. Key institutional holders include Magnetar Financial LLC, Vanguard Group Inc, Nvidia Corp, Jane Street Group, Llc, Susquehanna International Group, Llp, Citadel Advisors Llc, Goldman Sachs Group Inc, CW Opportunity LLC, GPU Ventures, KOPACC, LLC, Magnetar Longhorn Fund LP, Magnetar Structured Credit Fund LP, FMR LLC, and BlackRock, Inc. Significant individual and insider holders include co-founders Michael Intrator, Brian Venturo, and Brannin McBee. Other key individuals with holdings include Nitin Agrawal, Chen Goldberg, Jeff Baker, Glenn H Hutchins, and Margaret C Whitman. Jack Cogen held a substantial stake of 9.55% as of August 2025. Insider holdings make up about 7.51% of the company.