CRWVCoreWeave Inc - Class A
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- −$1.28Beat
- vs −$1.45 expected on Nov 10
- Price
- $55.97
- −7.91% today · $51.4B cap
Past and upcoming reports
1
| Nov 10, 2026 | Sep 30, 2026 | After the market closes | −$1.45 | Beat−$1.28 |
After the report
Nov 10, 2026 report
CoreWeave EPS beat drove a 24.85% rally, but profitability and leverage remain unresolved
CoreWeave reported September-quarter EPS of -$1.28 versus -$1.45 estimated, an 11.72% beat. Shares rose $12.11 to $60.84 on 158.1 million shares, while management’s raised outlook emphasized accelerating demand and capacity selling out. The forward thesis depends on converting that demand into profit without expanding capacity faster than returns.
Reported against expected
BeatReported EPS was -$1.28 versus -$1.45 estimated, a $0.17 or 11.72% beat, on November 10, 2026.
Guidance
RaisedManagement’s outlook was raised, with capacity and profit conversion identified as the central forward catalyst. no numerical guidance value was provided.
How the stock reacted
Shares gained 24.85% to $60.84 on November 11, reaching $62.03 intraday, with volume of 158.1 million versus 41.3 million on the prior listed session.
What changed
EPS improved to -$1.28 from -$1.45 estimated, while management raised its outlook around capacity demand.
What the price now assumes
The 24.85% rally on 158.1 million shares prices in accelerating AI demand and improved capacity monetization.
What it means for the business
Maintain a constructive-but-speculative bias. upgrade only if capacity growth produces measurable margin improvement over the next 90 days.
The next one to three months, as we saw it then
Better case40%
Raised outlook and selling-out capacity translate into improving profit conversion, supporting a recovery above the $60.84 post-report level.
Base case40%
Demand remains strong, but high leverage and negative returns keep the stock volatile as investors wait for profit conversion.
Worse case20%
Capacity investment outpaces earnings improvement, extending losses and pressuring a stock still below its $92.57 200-day SMA.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.