CRWV · CoreWeave, Inc.

GPU cloud / AI infrastructure provider; 2025 IPO, hyperscaler-style capex and debt

Risiko 8/10 · HIGH · capex/lease · $67.30 ▼ 4.93%

Kennzahlen

• Price $67.30
• Market cap $36.7B
• P/E (ttm) n/a
• Div yield none
• 52-wk range $63.80 – $153.20

Wichtigste Risiken

• Massive debt-funded capex & leverage (Solvency) — EXTREME
• Customer concentration (few large clients) (Revenue) — EXTREME
• GPU obsolescence / depreciation & pricing (Margins) — HIGH
• AI-cycle sentiment & post-IPO volatility (Shareholders) — EXTREME

Fazit

A leveraged bet on the AI buildout continuing — spectacular upside if demand holds, but the debt and concentration make it acutely fragile to any slowdown.

Interaktive Analyse öffnen → Teilen

Recherche, keine Anlageberatung.