CoreWeave, Inc. Class A Common Stock (CRWV) — the earnings record
As of the 2026-08-07 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -32.8% to +28.4% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$3.54B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Aug 26 | 2026-08-11 | ✓ beat | ✓ beat |
| May 26 | 2026-05-07 | ✗ miss | ✓ beat |
| Feb 26 | 2026-02-26 | ✗ miss | ✓ beat |
| Nov 25 | 2025-11-10 | ✓ beat | ✓ beat |
| Aug 25 | 2025-08-12 | ✗ miss | ✓ beat |
| May 25 | 2025-05-14 | ✗ miss | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full CRWV print-record card — free registration.
FAQ · from the current data · as of 2026-08-07
Quick answers
How often does CoreWeave, Inc. Class A Common Stock beat earnings estimates?
Across the last 6 covered prints (as of the 2026-08-07 card), CoreWeave, Inc. Class A Common Stock beat EPS estimates 2 of 6 times and revenue estimates 6 of 6 times, with 2 double beats.
How does CRWV stock react to earnings?
Measured close-of-print-day to the close three sessions later: 2 of the last 6 prints resolved up (beyond +3%), 0 flat, 4 down — reactions spanning -32.8% to +28.4%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was CRWV's biggest earnings reaction?
-32.8% over the three sessions after the Aug 25 print (2025-08-12).
When does CoreWeave, Inc. Class A Common Stock report earnings next?
2026-11-09 (Early November — est EPS -$1.24 · est revenue ~$3.54B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where CRWV appears in the diary — 20 pieces, newest first. Every link is our own writing.
Long reads
- Agentic Infrastructure Software: The Orchestration Layer
Together AI · Fireworks · Anyscale (Ray Serve) · Replicate · Modal · CoreWeave · Nebius (NBIS) Data Platforms & Vector Storage Layer 2 — The Memory Layer This is the persistence bottleneck — the single most critical infrastructure gap for…
- Portfolio Construction — Build a Barbell · Closelook Heresy III
Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
- Pattern 03 — NVIDIA Strategic Authority Investment
The 16-Event Timeline (2023-07-12 → 2026-05-12) 2024 2025 2026 RXRX 23-07 ARM 23-09 APLD 24-09 NBIS 24-12 MRVL 25-03 CRWV 25-03 INTC 25-09 NOK 25-10 SNPS 25-12 LITE COHR 26-03 IREN 26-05 GLW 26-05 exit RXRX exit APLD exit ARM Tier 1 …
- Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 Preview
CoreWeave printed a −11% drop on Friday after softer Q1 revenue guidance and now sits at $114.15 — up roughly 31% from NVIDIA's $87.20 entry, but well off its $187 summer 2025 peak.
101 and glossary
- Alt-Hyperscalers: Why CoreWeave, Nebius, and Lambda Labs Matter
A new class of cloud providers — CoreWeave, Nebius (ex-Yandex), Lambda Labs, Together AI, and others — is challenging the AWS/Azure/GCP oligopoly by offering what the hyperscalers cannot or will not: bare-metal GPU access without…
Dailies
- Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505
The other three on the hike: Agentic Winners 40 −1.3% to 921.21 — Applications −1.5%, UiPath −4.2%, CoStar −3.8%, Duolingo −3.7%, Intuit −3.4%, Adobe −2.8%, ServiceNow −1.5%, Microsoft −1.4%, Oracle +2.0%; HALO −0.3% to 1,005.06, Energy…
- AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%
The components priced on a race are being sold: Astera Labs −9.9%, Arm −8.9%, SK Hynix’s US line −7.3%, Lam Research −7.2%, Marvell −6.3%, SanDisk −6.3%, Micron −5.6%, Super Micro −5.5%, CoreWeave −5.2%, Intel −5.0%, AMD −4.8% to $491…
- Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%
Agentic Ecosystem −0.6%: Zhipu AI −10.3% in Hong Kong on Thursday, CoreWeave −6.1%, Nebius −5.1%; MongoDB +4.3%, OVHcloud +4.3%, Security +0.4% and Operations +0.7% the two groups up.
- Stocks snap a four-day losing streak as oil slips under $100 and chips bounce 2% — despite core inflation hotter than hoped and Fed hike odds at 82%; Oracle gives back its entire after-hours jump
The large names and the average stock both participate: Apple +2.4% at $334 a day before iPhone 18 Pro pre-orders, Meta +1.3%, Broadcom +1.3%, CoreWeave +1.9%, equal-weight S&P +0.8% — Cloudflare −1.2% the software exception
- Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
The software ETF itself still fell 0.8%: Shopify −5.5%, ServiceNow −2.3%, Salesforce −2.0%, CoreWeave −4.9%, IonQ −5.8%.
- Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
The one exception inside agentic software was the compute layer: CoreWeave +11.7%, Nebius +7.7%, IREN +5.0%, DigitalOcean +12.6%, lifting our Compute Operators sub-index 3.3% and 11.0% on the week.
- The Treasury buys duration with bills, hard assets read it first — Bitcoin toward 70,000, gold through 4,400, as the minutes turn hawkish and Korea answers its crash with a buyback
SOXX −2.21%, XSD −2.79%, SMH −1.55% Wednesday even as the DRAM ETF held flat +0.07% to 55.14; singles AMAT −3.53% (496.17), LITE −5.23%, COHR −6.19%, FN −5.81% (454.55), NBIS −9.87%, CRWV −2.47%.
- Quiet index, violent sorting — memory rips, Cisco pays for its beat, and the bonds reclaim the floor
CoreWeave & Nebius — day-two retention passes
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