CoreWeave (NASDAQ: CRWV) reported third-quarter 2025 results after the market close on Nov. 10, beating Wall Street revenue estimates as demand for its AI computing infrastructure remained strong. Analysts and traders highlighted the company’s management of power contracts and capacity constraints as key factors that could influence post-earnings volatility.

Reuters confirmed CoreWeave exceeded revenue expectations for the quarter, attributing the beat to robust demand for its AI computing infrastructure. The company posted the release on its investor-relations site, but detailed revenue and earnings figures were not disclosed in available coverage.

The stock had fallen to its lowest level since Sept. 9 amid concerns about an AI sector bubble and rising competition. Analysts revised earnings forecasts ahead of the report, and traders anticipated a significant post-earnings move. Schwab Network noted that how management handles power contracts and balances capacity constraints will be crucial for sustaining growth and mitigating risk.

No new regulatory actions, approvals, or material compliance updates were reported in the past 72 hours. CoreWeave completed its Nasdaq listing in March 2025.

CoreWeave generated $1.36 billion in Q3 2025 revenue, up 134% year-over-year, with adjusted EBITDA of $838 million and 61% margins. Revenue backlog climbed to $55.6 billion, up 271% year-over-year, with 60% tied to investment-grade customers and diversified across sectors. Total contracted power capacity reached 2.9 gigawatts, with 590 megawatts active and 1 gigawatt expected to be sold within 24 months.

CoreWeave's Pullback Is Pure Opportunity

AI-related stocks are showing signs of stabilization in pre-market trading, with Nebius and CoreWeave attempting rebounds while Beyond Meat continues to struggle near penny-stock territory. Traders watch key technical levels for confirmation of short-term direction.

NBIS, CRWV and BYND Forecast – AI Stocks and a Money Trap

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that it entered into an agreement to increase its revolving credit facility from $1.5 billion to $2.5 billion and extend the maturity date from May 2028 to November 2029. The amended agreement provides enhanced flexibility and enables CoreWeave to support its growth initiatives. The facility is led by JPMorgan Chase Bank, Goldman Sachs, Morgan Stanley and MUFG, with participation from.

CoreWeave Expands Revolving Credit Facility to $2.5 Billion to Support Growth

CoreWeave, Nebius and peers such as IREN have surged this year on the back of multibillion-dollar contracts to provide AI computing capacity to large technology companies.

CoreWeave, Nebius, IREN Stocks Steady After AI Bubble Fears. They're Still High Risk.

Nebius Group N.V. remains the preferred pick over CoreWeave due to a cleaner balance sheet, margin expansion, and clearer path to profitability. NBIS's Q3 revenue grew 355% YoY, with strong demand and capacity constraints, and management raised long-term ARR and capacity guidance significantly. CRWV reported strong Q3 revenue and EPS beats, but faces margin compression, supply chain delays, and a heavy debt burden, leading to guidance and CAPEX cuts.

Nebius Is The Preferred Pick Over CoreWeave Post-Q3 Earnings

CoreWeave CEO Michael Intrator explains what's behind the company's data center delays and stock dip on ‘The Claman Countdown.' #fox #media #us #usa #new #news #foxbusiness #coreweave #technology #ai #datacenters #stocks #economy #business #technews #investing #markets #ceo #innovation #finance #wallstreet

CoreWeave stock slips — CEO explains why

CoreWeave's shares sank after the company provided disappointing revenue guidance. There's more to the story with the lower-than-expected guidance.

Should You Buy CoreWeave Stock on the Dip?

CoreWeave NASDAQ: CRWV stock dropped over 15% after its third-quarter earnings report, a sharp reversal for the high-flying artificial intelligence (AI) infrastructure provider. The drop was a direct reaction to a cut in the company's full-year 2025 revenue and capital expenditure guidance, a headline that sent skittish investors heading for the exits.

CoreWeave's Guidance Cut: A Buying Opportunity in Disguise?

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave Inc. (Nasdaq: CRWV) today announced that Nitin Agrawal, CFO, will take part in the Wells Fargo TMT Conference. The session is scheduled for November 18th at 11:00 a.m. Eastern time (8:00 a.m. Pacific time). A live webcast and a replay of the presentation will be available on CoreWeave's Investor Relations site at investors.coreweave.com. Disclosure Information CoreWeave uses its investor relations page (investors.coreweave.com), its X account (@CoreW.

CoreWeave to Participate in the Wells Fargo TMT Conference

CoreWeave more than doubled revenue while shrinking its net loss. The company's margins are falling too, however, with operating margins now below 4%.

Why CoreWeave Stock Is Plummeting Today

CoreWeave displays impressive AI-driven growth but faces concerns over heavy capital spending, rising debt, and modest operating profits. Sequential revenue growth is slowing, with Q3 revenues at $1.36 billion and operating profits offset by ballooning interest expenses. The company maintains a large backlog and continues to invest aggressively, but net debt has surged to $11 billion, and profitability remains elusive.

CoreWeave: The Jury Is Still Out Here

CoreWeave shares sank 13% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. Intrator told CNBC on Tuesday that CoreWeave has teams of employees working with contractors and Core Scientific at those sites “every single day” to get things back on track.

CoreWeave CEO on AI infrastructure: Delay will 'clear itself shortly'

CoreWeave stock was sinking on Tuesday after a data center delay reduced its outook. Investors now have another thing to worry about after Michael Burry accused AI hyperscalers of understating depreciation.

Michael Burry's Latest Warning Could Be Bad News for CoreWeave

Brent Thill, Jefferies analyst, joins CNBC's 'Money Movers' to discuss his reaction to CoreWeave's most recent quarter, what to make of comments from OpenAI's CFO around the government's engagement with AI buildout, and much more.

Jefferies' Brent Thill: CoreWeave setback ‘shows you the danger of the AI trade'

CoreWeave Inc (NASDAQ:CRWV) faces a short-term setback after cutting its fiscal 2025 revenue outlook due to supply constraints, though demand for its artificial intelligence infrastructure remains strong, with backlog up 50% quarter-over-quarter.

CoreWeave Is 'Undervalued' Despite Temporary Supply Delay: Analyst

In the first hours of Tuesday's trading session, CoreWeave (CRWV) sold off as much as 15%. David Nicholson still considers the company a "proxy" for the A.I.

CRWV "Hidden" Expansion Opportunity, "Proxy" in A.I. Trade

CoreWeave (NASDAQ:CRWV) shares fell almost 13% after the cloud infrastructure provider lowered its full-year 2025 guidance, even as its third quarter results topped Wall Street estimates. The company now expects 2025 revenue of $5.05 billion to $5.15 billion, down from a prior range of $5.15 billion to $5.35 billion, due to timing and capacity delays with a third-party data center vendor.

CoreWeave shares tumble on revenue and capex guidance miss

CoreWeave CEO Mike Intrator addressed delays at a third-party data center developer. CNBC's Jim Cramer noted delays at sites in Texas, Oklahoma and North Carolina tied to Core Scientific.

CoreWeave CEO responds to data center delays as stock plunges. Core Scientific shares fall

Shares in CoreWeave Inc are sinking this morning after the company revealed its third-quarter 2025 results yesterday.

CoreWeave's stock price is sinking despite AI mania and soaring revenue. Here is the one reason why

CoreWeave CEO Michael Intrator discusses the company's data-center delay, plans to diversify its suppliers and working with Nvidia on "Bloomberg Tech." CoreWeave lowered its annual revenue forecast due to a delay in fulfilling a customer contract, citing temporary delays related to a third-party data center developer.

CoreWeave CEO Addresses Data-Center Delay, Supply Chain and Nvidia

CNBC's Kristina Partsinevelos joins 'Squawk on the Street' to discuss CoreWeave's latest quarter.

CoreWeave slides after earnings: Here's what to know

Michael Intrator, CoreWeave Chairman and CEO, joins CNBC's 'Squawk on the Street' to discuss the company's latest quarter, expectations for the business, and much more.

CoreWeave CEO responds to data center delay as stock falls

CoreWeave (NASDAQ: CRWV) recently reported Q3 earnings that showed negative EPS of 22 cents and revenue of $1.36 billion, which beat analysts' expectations of $1.29 billion.

3 Things We Learned from CoreWeave's Blowout Q3 Earnings

Although CoreWeave's stock fell after news of the delay, the company's revenue backlog continues to grow.

Here's what CoreWeave's data-center delay means for the stock

CRWV posts record Q3 revenue on surging AI-cloud demand, fueled by major Meta and OpenAI contracts worth $22.4B.

CoreWeave's Q3 Loss Narrows Y/Y, Revenues Up, Stock Down

CoreWeave (CRWV) shares sunk as much as 12% after the opening bell when it posted a guidance cut and more CapEx in earnings. As Diane King Hall notes, the company also marked a delay for one of its data centers.

CRWV Crashes on Lower Guidance, RGTI Narrows Loss, Paramount+ Pushes PSKY

CoreWeave, Inc. receives a Buy rating, with shares down 40% from October highs and valuation now more attractive despite near-term risks. CRWV reported strong Q3 revenue and EPS beats, but delayed data-center buildouts led to a guidance cut and concerns over margins. Robust AI infrastructure demand is reflected in a $55 billion backlog, with major contracts from Meta and OpenAI supporting the long-term thesis.

CoreWeave Stock Slides On Supply Snag, But Support May Be Near

CoreWeave, Inc. remains a dominant, fast-scaling AI cloud infrastructure provider, with strong revenue growth and a massive backlog despite recent stock declines. The company's AI infrastructure dominance is clear, with its revenue backlog nearly doubling to a massive $55.6 billion in the last quarter. The post-earnings dip is attributed to temporary supply chain issues and lowered 2025 guidance, but the fundamental outlook and expansion remain intact.

CoreWeave's Growth Story Is Just Getting Started (Earnings Review)

CoreWeave Inc. (NASDAQ:CRWV) is still one of the brightest stars in the AI infrastructure galaxy — but JPMorgan says the flight path just got turbulent. Analyst Mark R.

CoreWeave Bulls Should Brace For 'Wild, Lumpy, Volatile Ride,' JPMorgan Says

CoreWeave, a leading infrastructure provider for artificial intelligence firms, faced a setback this week after JPMorgan downgraded the stock, citing near-term supply chain pressures that could limit further gains.

JPMorgan downgrades CoreWeave, here's why

CoreWeave Inc (NASDAQ:CRWV) reported better-than-expected financial results for the third quarter after the market close on Monday.

These Analysts Revise Their Forecasts On CoreWeave After Q3 Results

CoreWeave delivered strong Q3 results, with revenue up 134% year-over-year and a narrowed net loss, but issued cautious 2025 guidance. CRWV stock dropped over 8% post-earnings due to lower-than-expected 2025 revenue and operating income outlook, despite a robust $55.6B backlog. The pullback presents a buying opportunity in my opinion, and I'm maintaining CRWV with a buy on rising GPU rental demand and support from major hyperscalers.

The Market Is Dead Wrong On CoreWeave

CoreWeave (NASDAQ: CRWV), an  artificial intelligence (AI) infrastructure provider closely backed by Nvidia (NASDAQ: NVDA), saw its stock tumble nearly 10% in pre-market trading on Tuesday.

This Nvidia stock just crashed 10%

Wall Street expects more good things from CoreWeave, but the AI cloud vendor is seeing some setbacks.

CoreWeave Stock Dives After Revenue Beats Expectations. This Is Why.

CoreWeave's shares plunged nearly 9% in premarket trading on Tuesday after it scaled back its annual revenue forecast due to data center hiccups despite strong demand for its artificial intelligence services.

Nvidia-backed CoreWeave's shares fall as data center delay hits annual revenue forecast

CoreWeave Inc (NASDAQ: CRWV) is slipping in premarket today after the artificial intelligence (AI) infrastructure firm confirmed its revenue more than doubled again in its fiscal third quarter.   The company based out of Livingston, NJ also posted a narrower-than-expected loss of 22 cents a share (adjusted) for its fiscal Q3 as well.

CoreWeave stock: guidance may not be an issue, but these risks are

CoreWeave, Inc. ( CRWV ) Q3 2025 Earnings Call November 10, 2025 5:00 PM EST Company Participants Michael Intrator - Co-founder, President, CEO & Chairman Nitin Agrawal - Chief Financial Officer Conference Call Participants Mark Murphy - JPMorgan Chase & Co, Research Division Keith Weiss - Morgan Stanley, Research Division Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Tyler Radke - Citigroup Inc., Research Division Michael Turrin - Wells Fargo Securities, LLC, Research Division Brent Thill - Jefferies LLC, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Bradley Sills - BofA Securities, Research Division Presentation Operator Thank you for standing by. My name is Tina, and I will be your conference operator today.

CoreWeave, Inc. (CRWV) Q3 2025 Earnings Call Transcript

CoreWeave reported third quarter earnings after the close Monday. While revenue growth is strong, margins are suffering and debt is accumulating. Without much of a competitive moat to speak of, I see CRWV as a long-term sell.

CoreWeave Earnings: The Stock Falls, Here's What Comes Next

Nick Del Deo, MoffettNathanson managing director, joins 'Closing Bell Overtime' to talk CoreWeave quarterly results.

CoreWeave beats on revenue, sets new revenue records according to CEO

The cloud-computing company beat revenue and earnings expectations as CoreWeave locked down several large cloud deals in the third quarter.

CoreWeave's earnings beat shows that the AI trade is far from over

A.I. and quantum computing took the attention of investors after Monday's closing bell. Marley Kayden, Sam Vadas, and Kevin Green discuss the better-than-expected losses in CoreWeave (CRWV) and Rigetti Computing (RGTI) and where both companies stand in the evolving A.I.

EARNINGS ALERT: CRWV & RGTI

CoreWeave (NASDAQ:CRWV) reported record revenue for the third quarter as it expanded its backlog amid continued demand for its Cloud-based AI infrastructure. The company posted revenue of approximately $1.36 billion for the quarter, surpassing Wall Street estimates of around $1.29 billion.

CoreWeave tops Q3 earnings estimates on robust AI demand

The data-center operator said it has a $55 billion sales backlog after a quarter of rapid dealmaking.

CoreWeave Reports Doubling of Revenue From AI Boom

CoreWeave's revenue in the third quarter exceeded analysts' estimates. The company won an expansion from a large unnamed company during the quarter, in addition to deals with Meta and OpenAI.

CoreWeave's revenue more than doubles as AI buildout expansion accelerates

CoreWeave stock wavered as investors mulled the size of a third quarter earnings beat and revenue backlog growth.

CoreWeave Earnings Top Views Amid Strong Revenue Backlog Growth

AI cloud provider CoreWeave beat Wall Street estimates for third-quarter revenue on Monday, benefiting from surging demand for its computing infrastructure that powers artificial intelligence workloads.

CoreWeave beats third-quarter revenue estimates on AI computing boom

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave Reports Strong Third Quarter 2025 Results.

CoreWeave Reports Strong Third Quarter 2025 Results

CoreWeave stock price has pulled back in the past few weeks, moving to the lowest level since September 9, as concerns about the AI bubble remains. It also retreated as competition in the industry rose, and as investors waited for the upcoming earnings, which would provide more color on its business.

CoreWeave stock price forecast ahead of earnings: will it pop or drop?

CoreWeave, Inc. (NASDAQ:CRWV) will release earnings results for its third quarter, after the closing bell on Monday, Nov. 10.

CoreWeave Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

AI cloud provider CoreWeave surpassed Wall Street's expectations for third-quarter revenue on Monday, thanks to a strong demand for its computing infrastructure used in artificial intelligence tasks.

CoreWeave's (CRWV) stock has declined recently due to AI bubble concerns and increased competition. Investors await the third-quarter earnings report on November 10, anticipating potential significant stock movements following the release.

CoreWeave earnings beat Wall Street revenue estimates and traders flagged power-contract and capacity risks that could drive post-earnings volatility.

CoreWeave Earnings Beat Estimates

Coca-Cola earnings reported Q1 revenue and margin gains that lifted free cash flow and raised the 2026 outlook, likely shifting trader positioning.

Coca-Cola Earnings Rise After Strong Q1

GM Q1 earnings lifted FY2026 EBIT-adjusted guidance after a Supreme Court tariff decision, supporting shares and capital-return narratives.

GM Q1 Earnings Rise After Tariff Ruling

BP Q1 profit beat estimates as trading strength and higher Brent amid the Iran war lifted results, boosting oil trading flows and improving debt outlook.

BP Q1 Profit Surges on Oil Trading

Nvidia stock climbed to record highs after an Intel-led semiconductor rally, fueling momentum and shifting trader flows ahead of upcoming earnings.

Nvidia Stock Hits Record High After Intel-Led Rally

Spotify Peloton partnership adds Peloton classes to Spotify's Fitness hub, widening Peloton's distribution and boosting engagement prospects for investors.

Spotify Peloton Partnership Expands Fitness Reach

Micron stock surged after Melius Research initiated Buy coverage and set two-year targets, prompting analyst upgrades and short-term trader positioning.

CoreWeave Earnings Beat Estimates

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