Coverage summary
Aardvark Labs Capital Research has covered CoreWeave (CRWV) since August 13, 2025. The company is in the Technology sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q2 2026 Earnings Recap, published August 12, 2026. That report moved the rating from Hold to Outperform. The rating has changed 3 times since coverage began.
Translations: 5 in Chinese.
The Excel model for CRWV holds 10 quarters and 2 fiscal years of history and 10 quarters and 5 fiscal years of projections. It was last updated October 16, 2026.
Rating history
All CRWV reports
Recap: Q2 2026
The Margin Turned Before the Debt Did: Upgrading CoreWeave to Outperform on the Trigger We Set in May
Recap: Q1 2026
The Thesis Worked and the Price Caught It: Downgrading CoreWeave to Hold After a 43% Run
Recap: Q4 2025
Margin Traded for Capacity, and the Old GPUs Held Their Price Again: Maintaining CoreWeave at Outperform
Recap: Q3 2025
The Old GPUs Held Their Price: Upgrading CoreWeave to Outperform on the One Disclosure That Mattered
Recap: Q2 2025
Backlog Doubled, Interest Expense Outran Operating Profit: Initiating CoreWeave at Hold