2月27日，云计算基础设施公司CoreWeave(CRWV.US)夜盘跌超9%，报88.78美元。 消息面上，CoreWeave公布，第四财季营收同比增长110%至15.7亿美元，高于市场预期的15.5亿美元； 净亏损从去年同期的5100万美元大幅扩大至4.52亿美元，调整后每股亏损0.56美元，逊于市场预期的每 股亏损0.5美元。拖累利润的核心因素包括：为扩张算力（核心股）而快速抬升的折旧摊销、显著走高 的利息支出，以及IPO后股权激励费用的放大。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 截至2025年末，CoreWeave的积压订单收入达668亿美元，是年初的四倍以上。公司高管在业绩电话会 上透露，预计2026年公司资本支出至少达300亿美元，相当于较去年增长约两倍。 ...

智通财经获悉，周四盘后交易中，CoreWeave(CRWV.US)股价一度暴跌12%。这家专注于人工智能的云 基础设施供应商公布的第四季度营收虽高于华尔街预期，但未能提振股价。根据公告，CoreWeave第四 季度营收同比增长110%至15.7亿美元，略超出市场平均预期15.5亿美元，每股亏损89美分，逊于市场平 均预期。截至发稿，该股盘后大跌9.56%。 业绩指引方面，公司预计2026年全年营收为120亿至130亿美元，分析师此前预期为120.9亿美元;预计 2026年调整后营业利润为9亿至11亿美元。但第一季度的营收指引为19亿至20亿美元，低于市场共识预 期的22.9亿美元。 本季度CoreWeave与模型开发商Poolside达成合作，并推出对象存储服务，将信贷额度从15亿美元提升 至25亿美元。尽管存储业务将助其与亚马逊AWS等巨头竞争，但公司仍聚焦专业云基础设施领域。 Intrator在博客中写道："2025年CoreWeave成为史上最快突破50亿美元年营收的云平台。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 公司计划将2026年资本支出目标定为300亿至350亿美元，远超 ...

CoreWeave (NasdaqGS:CRWV) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director, Equity ResearchBen Reitzes - Partner, Head of Technology ResearchGabriela Borges - Managing Director, Software Equity ResearchMark Murphy - Managing Director, Software ResearchMike Intrator - CEO and PresidentNitin Agrawal - CFONone - Company RepresentativeConference Call ParticipantsBrad Zelnick - Managing Director, Senior US Software Research AnalystBrent Thill - Sen ...

CoreWeave (NasdaqGS:CRWV) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker10Hello, thank you for standing by. My name is Tiffany, I will be your conference operator today. At this time, I would like to welcome everyone to the CoreWeave fourth quarter and fiscal year 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during that time, simply press star ...

Earnings Presentation Q4 2025 February 26, 2026 © 2026 CoreWeave, Inc. All rights reserved Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of applicable securities laws. Such statements are based on our current expectations, forecasts and assumptions and involve risks and uncertainties. These statements include, but are not limited to, statements related to our business; our strategy; our market opportunity and future growth; market trends; impact of inv ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and certain senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors have until March 13, 2026, to request to lead the case in the U.S. District Court for the District of New Jersey [3] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure [4] - The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4] Allegations of Misconduct - The lawsuit claims CoreWeave misrepresented its ability to meet customer demand and concealed significant construction delays at its data centers [5][13] - CoreWeave assured investors of its capability to capitalize on high demand and rapidly scale operations, which is alleged to be overstated [5] Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after the merger with Core Scientific was terminated due to insufficient shareholder votes [6] - Following a revenue guidance reduction on November 10, 2025, the stock fell by $17.22 (over 16%) [7] - A report on December 15, 2025, regarding delays in a data center project led to an additional stock drop of $2.85 (over 3%) [8]

Key Takeaways Snowflake and Samsara are competing for upside in the fast-growing cloud data market. SNOW posted 125% net retention and signed a $400M deal, boosting AI momentum. IOT expanded $1M ARR clients and delivered stronger average earnings surprises. Snowflake (SNOW) and Samsara (IOT) are major players in the cloud data and analytics space. While Snowflake provides a pure-play cloud data warehousing and analytics platform, Samsara provides industrial IoT and cloud solutions that enable businesses to ...

Okta (OKTA) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a ...

Key Takeaways Alphabet's Google Cloud revenues jumped 35.8% in 2025, with backlog surging 55% to $240 billion. GOOGL is riding strong AI demand, with Gen AI product revenue up nearly 400% in Q4 2025. Alphabet plans $175B-$185B in 2026 capex as it battles Amazon and Microsoft in cloud. Alphabet (GOOGL) is riding on a strong Google Cloud prospect, which accounts for 14.6% of GOOGL’s 2025 revenues. Google Cloud revenues jumped 35.8% over 2025’s reported figure to $58.71 billion. The top line benefited from gro ...

Key Takeaways Nebius' AI cloud revenue jumped 830% YoY with positive adjusted EBITDA and 24% margins.NBIS secured a $4B Q1 2026 pipeline and plans up to 1 GW of new data center capacity.Alphabet's Google Cloud grew 35.8% YoY, with AI products driving 400% revenue growth in Q4 2025.The rapid rise of artificial intelligence (AI) has transformed the cloud computing landscape, making AI enabled infrastructure a central focus for investors. Nebius Group N.V. (NBIS) and Alphabet Inc. (GOOGL) represent two distinc ...