CoreWeave, Inc. Class A Common Stock (CRWV) — the peer cohort
As of 2026-09-16 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.
CoreWeave, Inc. Class A Common Stock ranks 15 of 16 in its cohort on the Closelook composite (34/100) — the cohort is led by SK Hynix Inc at 69/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| CRWV CoreWeave, Inc. Class A Common Stock | 34 | 19 | 19 | 16 | bull | 44.7% |
| CGNX Cognex Corporation | 59 | 61 | 59 | 23 | watch | 17.2% |
| DELL Dell Technologies Inc | 63 | 98 | 50 | 47 | bull | 0.1% |
| HPE Hewlett Packard Enterprise Co | 56 | 89 | 31 | 63 | watch | 10.2% |
| HUBS HubSpot Inc | 57 | 30 | 43 | 56 | bull | 54% |
| IREN IREN Ltd | 28 | 15 | 18 | 10 | bear | 46.5% |
| LSCC Lattice Semiconductor Corporation | 52 | 44 | 44 | 22 | bear | 31.5% |
| ORCL Oracle Corporation | 46 | 11 | 61 | 45 | info | 59.1% |
| ROK Rockwell Automation Inc | 52 | 50 | 68 | 33 | watch | 16.2% |
| S SentinelOne Inc | 47 | 93 | 23 | 15 | bull | 2.5% |
| TEAM Atlassian Corp Plc | 54 | 96 | 38 | 26 | neutral | 5% |
| 000660.KS SK Hynix Inc | 69 | 38 | 92 | 77 | bull | 41.1% |
| 005930.KS Samsung Electronics Co Ltd | 68 | 52 | 72 | 83 | bear | 32.3% |
| 0268.HK Kingdee International Software Group Co Ltd | 49 | 23 | 33 | 47 | bear | 59.6% |
| 042700.KS Hanmi Semicon | 51 | 9 | 79 | 19 | neutral | 46.9% |
| 0522.HK ASM Pacific Technology Ltd | 44 | 55 | 25 | 38 | bull | 34% |
Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-09-16
Quick answers
Who are CoreWeave, Inc. Class A Common Stock's peers in the Closelook universe?
The cohort is drawn from shared Closelook index membership first, then sector: Cognex Corporation (CGNX), Dell Technologies Inc (DELL), Hewlett Packard Enterprise Co (HPE), HubSpot Inc (HUBS), IREN Ltd (IREN), Lattice Semiconductor Corporation (LSCC), Oracle Corporation (ORCL), Rockwell Automation Inc (ROK) and others.
How does CRWV score against its peers?
CoreWeave, Inc. Class A Common Stock's composite reads 34/100, ranking 15 of 16 in its cohort as of 2026-09-16; the cohort's highest composite is SK Hynix Inc at 69/100. Closelook scores are research diary readings, not ratings or 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
Related in the Closelook universe
- CGNX Cognex Corporation
- DELL Dell Technologies Inc
- DT Dynatrace Holdings LLC
- HPE Hewlett Packard Enterprise Co
- HUBS HubSpot Inc
- IREN IREN Ltd
- LSCC Lattice Semiconductor Corporation
- ORCL Oracle Corporation
- ROK Rockwell Automation Inc
- S SentinelOne Inc
- TEAM Atlassian Corp Plc
- 000660.KS SK Hynix Inc
- 005930.KS Samsung Electronics Co Ltd
- 0268.HK Kingdee International Software Group Co Ltd
- 042700.KS Hanmi Semicon
- 0522.HK ASM Pacific Technology Ltd
- 0992.HK Lenovo Group
- 0ZC.DE ZSCALER INC. DL-,001
- 1N8.DE ADYEN N.V. EO-01
- 2308.TW Delta Electronics Inc