Core观点 - CoreWeave's stock has increased over 240% since its IPO on March 28, 2025, and a potential catalyst for further movement is expected around November 12, 2025, when the company is likely to announce its Q3 financial results [1][2]. 分组1: 财务表现 - CoreWeave's Q3 revenue guidance is between $1.26 billion and $1.3 billion, with the average analyst estimate at approximately $1.28 billion [4]. - The company is projected to report a net loss of around $0.50 per share for Q3, and any significant positive deviation from these estimates could lead to a stock price increase [5]. - CoreWeave's revenue backlog reached $30.1 billion, reflecting an 86% year-over-year increase, not including a major contract signed in Q3 [6]. 分组2: 市场需求 - Demand for CoreWeave's GPUs continues to exceed supply, with accelerating customer demand potentially leading to further stock gains post-Q3 update [7]. - The stock's price-to-sales ratio is over 19x, indicating high growth expectations already priced into the stock [9]. 分组3: 投资者情绪 - Quarterly results announcements can lead to stock price volatility due to potential surprises, which can be either positive or negative [4]. - There is a risk that even if CoreWeave beats Wall Street estimates, the stock price may decline if results fall short of higher "whisper numbers" circulating among investors [10].
Should You Buy CoreWeave Stock Before Nov. 12?