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Core Points - CoreWeave's stock experienced a 14% decline following a larger-than-expected loss reported in its second quarterly financial results as a public company, with an adjusted loss of 27 cents per share compared to the 21-cent loss anticipated by analysts [1] - The expiration of the lock-up period after CoreWeave's initial public offering is expected to introduce volatility to the shares, as insiders will be allowed to sell their shares [2] - Analysts at Stifel expressed a long-term constructive outlook but noted that near-term upside may be limited due to potential dilution related to CORZ and the upcoming lock-up expiration [3] - For the current quarter, CoreWeave projects revenue between $1.26 billion and $1.30 billion, slightly above the $1.25 billion forecast by analysts, and has raised its 2025 revenue guidance to a range of $5.15 billion to $5.35 billion, up from the previous forecast of $4.9 billion to $5.1 billion [4]

周三，"英伟达亲儿子"CoreWeave(CRWV.US)开盘跌超13%，报129.37美元。消息面上，该公司第二季 度营收同比增长2倍，至12.1亿美元，好于市场预期的10.8亿美元;然而调整后净亏损扩大至1.308亿美 元，而上年同期为500万美元，分析师此前预测亏损9630万美元。CEO表示第三季度营业利润将达到1.6 亿至1.9亿美元，而市场普遍预期为1.92亿美元。 ...

智通财经APP获悉，周三，"英伟达亲儿子"CoreWeave(CRWV.US)开盘跌超13%，报129.37美元。消息面 上，该公司第二季度营收同比增长2倍，至12.1亿美元，好于市场预期的10.8亿美元;然而调整后净亏损 扩大至1.308亿美元，而上年同期为500万美元，分析师此前预测亏损9630万美元。CEO表示第三季度营 业利润将达到1.6亿至1.9亿美元，而市场普遍预期为1.92亿美元。 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - CoreWeave's Q2 results showed a widening adjusted net loss, but this is attributed to the company's investment in scaling its business to meet the high demand for cloud-native AI compute capacity, indicating that the spending is justified [1][4] Financial Performance - Revenue grew by 210.3% year-over-year to $1.21 billion, driven by strong demand and execution, particularly leveraging NVIDIA's ecosystem [3] - The company is experiencing a revenue pipeline with over 500% annualized growth relative to Q2 results, indicating robust future prospects [2] - Despite a 600 basis point contraction in operating margin and a 1000 basis point increase in operating loss, the overall outlook remains positive as increased AI spending is expected to lead to better financial results [4] Future Outlook - CoreWeave has raised its revenue guidance for Q3 and the full year, suggesting ongoing strength and potential outperformance of targets [5] - Analysts forecast a high double-digit revenue CAGR through the end of the decade, with earnings expected to grow significantly faster [2] Market Position - The stock price forecast for CoreWeave is set at $92.70, indicating a potential downside of 28.93% from the current price of $130.44, with a high forecast of $200.00 and a low of $32.00 [7] - The company has seen a 37% increase in long-term debt, but this is offset by increased cash and total assets, maintaining a low long-term debt leverage of 2.8x equity [7] Stock Performance - CoreWeave's stock experienced a 50% increase from late July to mid-August, but analysts suggest caution as the consensus price targets indicate a potential downside from early August highs [10][11] - The stock pulled back nearly 10% in premarket trading following the earnings release, with critical support near the 30-day EMA at $125 [11][12]

Group 1: CoreWeave Inc Financial Results - CoreWeave reported a revenue of $1.21 billion for the second quarter, exceeding analysts' expectations of $1.08 billion [1] - The company's adjusted loss per share was 27 cents, which was worse than the anticipated loss of 17 cents per share [1] Group 2: Stock Movements - CoreWeave shares fell 8.8% to $135.72 in pre-market trading following the mixed quarterly results [2] - Profrac Holding Corp shares tumbled 29.4% to $4.46 after pricing a $75 million stock offering at $4 per share [4] - CAVA Group Inc shares dipped 24% to $64.26 after reporting worse-than-expected quarterly sales results [4] - Journey Medical Corp shares declined 20.5% to $6.79 after reporting disappointing second-quarter EPS results [4] - Ondas Holdings Inc shares fell 17.5% to $3.54 after announcing a proposed public offering [4] - KinderCare Learning Companies Inc shares dropped 16.4% to $8.20 after missing second-quarter earnings estimates and narrowing 2025 guidance [4] - Endeavour Silver Corp shares fell 13.9% to $4.95 after posting a loss for the second quarter [4] - Stratasys Ltd shares dipped 13.4% to $9.80 following second-quarter results [4] - Denison Mines Corp shares declined 8.8% to $1.97 as the company announced the pricing of upsized $300 million convertible senior notes offering [4] - Hanesbrands Inc shares fell 7.7% to $5.70 after a previous jump of 28% due to acquisition news [4] - Penguin Solutions Inc shares fell 5.8% to $22.84 in pre-market trading [4]

CoreWeave (NASDAQ: CRWV), one of Nvidia's (NASDAQ: NVDA) stellar portfolio companies, saw its share price plunge in after-hours trading despite posting impressive revenue growth for Q2 2025. The artificial intelligence (AI) cloud data center firm closed Tuesday's session at $148.75, up more than 6%, but quickly tumbled 10% after the bell to $133. Even with the pullback, CoreWeave stock remains one of 2025's standout performers, with CRWV shares up over 270% since its April IPO. CoreWeave one-day stock price ...

本文源自：金融界AI电报 周二美股盘后，"英伟达亲儿子"CoreWeave(CRWV.US)因持续扩张而出现更严重的亏损，且其第三季度 营业利润指引低于预期，该股盘后一度下跌11%。财报显示，CoreWeave第二季度营收同比增长2倍，至 12.1亿美元，好于市场预期的10.8亿美元;调整后净亏损扩大至1.308亿美元，而上年同期为500万美元， 分析师此前预测亏损9630万美元。 ...

智通财经APP获悉，周二美股盘后，"英伟达亲儿子"CoreWeave(CRWV.US)因持续扩张而出现更严重的 亏损，且其第三季度营业利润指引低于预期，该股盘后一度下跌11%。财报显示，CoreWeave第二季度 营收同比增长2倍，至12.1亿美元，好于市场预期的10.8亿美元;调整后净亏损扩大至1.308亿美元，而上 年同期为500万美元，分析师此前预测亏损9630万美元。 上季度，该公司资本支出为29亿美元，较第一季度高出10多亿美元，旨在满足数据中心容量的需求。第 三季度资本支出预计为29亿美元至34亿美元。 全球最大的几家科技公司继续大力押注人工智能。本财报季早些时候，微软公布了创纪录的资本支出， 并计划进一步增加支出。同样，Meta Platforms(META.US)和Alphabet(GOOGL.US)也都提高了本年度的 支出目标，后者表示本财年计划投资850亿美元，这一数额大致相当于通用动力(GD.US)的市值。 CoreWeave表示，截至第二季度末，积压营收达到了301亿美元。首席财务官Nitin Agrawal在电话会议上 表示，今年迄今为止，这一数字已翻了一番。 大部分需求来自使用人工 ...