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CoreWeave Stock Plummets Despite 168% Revenue Surge

3/11/2026

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Summary

Story summary

CoreWeave, a cloud computing company, saw its stock rise from $40 to $187 after its March 2025 IPO but later declined sharply post-lockup period due to concerns over AI infrastructure spending.
The stock recently fell below $75, despite a reported 168% revenue increase to $5.1 billion for the year.
Management projects 2026 revenue between $12 billion and $13 billion, but investors should be cautious due to the company's capital-intensive model and rising interest expenses.

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Story summary

CoreWeave, a cloud computing company, saw its stock rise from $40 to $187 after its March 2025 IPO but later declined sharply post-lockup period due to concerns over AI infrastructure spending.
The stock recently fell below $75, despite a reported 168% revenue increase to $5.1 billion for the year.
Management projects 2026 revenue between $12 billion and $13 billion, but investors should be cautious due to the company's capital-intensive model and rising interest expenses.