---
title: CoreWeave (CRWV) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/crwv
ticker: CRWV
as_of: 2026-10-18
sector: Technology
industry: Software - Infrastructure
---
# CoreWeave (CRWV)

CoreWeave (CRWV) closed at $61.39 on Oct 16, 2026, undervalued by 93% vs its model value of $865.63 (from its peers' median EV/Revenue).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $61.39 (Oct 16, 2026) |
| Model value (from its peers' median EV/Revenue) | $865.63 |
| Price vs model | undervalued by 93% vs model |
| Range of that model | $228.10 – $1,503.17 |
| Market value | $33.9B |
| P/E (fiscal 2025) | — |
| Net margin (fiscal 2025) | -22.7% |
| Free cash flow (fiscal 2025) | -$7.3B |
| Dividend yield (trailing twelve months) | 0.00% |
| Beta | 7.32 |
| Cost of capital (WACC) | 10.17% |
| Business classification | Turnaround (High revenue growth (~373% recent), Currently unprofitable, High leverage (D/E 6.4x), Negative free cash flow) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Near 52-week lows | #4 | +0.9% | https://sweetvaluelab.com/lists/near-52-week-lows |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 18, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $0.00 | $0.00 | $0.00 |
| DCF · Perpetuity growth · 10y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 5y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 10y | cross check | $0.00 | $0.00 | $0.00 |
| EV/EBITDA · peers | cross check | $0.00 | $0.00 | $0.00 |
| EV/Revenue · peers | cross check | $865.63 | $228.10 | $1,503.17 |
| Earnings power value | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

Past 90 days: 0 open-market buys ($0) and 15 open-market sales ($22.4M); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 12, 2026 | Agrawal Nitin | Chief Financial Officer | Open-market sell (10b5-1 plan) | 15,388 | $1.2M |
| Oct 12, 2026 | Agrawal Nitin | Chief Financial Officer | Open-market sell (10b5-1 plan) | 7,191 | $578,928 |
| Oct 11, 2026 | Jones Jonathan | Chief Revenue Officer | Option/RSU exercise (10b5-1 plan) | 42,772 | — |
| Oct 12, 2026 | Jones Jonathan | Chief Revenue Officer | Open-market sell (10b5-1 plan) | 15,811 | $1.3M |
| Oct 13, 2026 | Jones Jonathan | Chief Revenue Officer | Open-market sell (10b5-1 plan) | 15,100 | $1.2M |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Sep 22, 2026 | 8-K | 1.01 Entry into a Material Agreement; 3.02 Unregistered Sale of Equity; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1769628/000176962826000432/crwv-20260917.htm |
| Sep 17, 2026 | 8-K | 7.01 Regulation FD Disclosure; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1769628/000176962826000429/crwv-20260917.htm |
| Sep 17, 2026 | 424B5 | Prospectus supplement | https://www.sec.gov/Archives/edgar/data/1769628/000162828026062362/coreweave-424b5.htm |
| Aug 12, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1769628/000176962826000366/crwv-20260630.htm |
| Aug 11, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1769628/000176962826000362/crwv-20260811.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Tepper | 2026-06-30 | 1,078,248 | $107.3M |
| Soros | 2026-06-30 | 300,000 | $29.9M |

2 tracked managers in all.

## About

CoreWeave, Inc. operates a specialized cloud computing platform designed to empower generative AI (GenAI) applications. It constructs the fundamental infrastructure necessary to manage intensive compute workloads for large enterprises. The company's comprehensive suite of offerings includes high-performance GPU and CPU compute resources, robust storage solutions, advanced networking capabilities, and fully managed services. Clients can choose from flexible virtual servers or powerful bare-metal options. Beyond core hardware, its platform integrates sophisticated tools like a fleet lifecycle controller, a node lifecycle controller, Tensorizer, and advanced observability features. CoreWeave's expertise also extends to specialized services, such as visual effects (VFX) and rendering, AI model training, AI inference, and "Mission Control." Originally incorporated in 2017 as Atlantic Crypto C…

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Source: https://sweetvaluelab.com/stocks/crwv (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.