CoreWeave Q4 revenue rises, beats analyst expectations

Reuters05:40

<a href="https://laohu8.com/S/CRWV">CoreWeave</a> Q4 revenue rises, beats analyst expectations

Overview

AI cloud provider's Q4 revenue rose, beating analyst expectations
Adjusted net income and EBITDA for Q4 missed analyst estimates
Revenue backlog grew to $66.8 bln, providing visibility for future growth

Outlook

CoreWeave will provide forward-looking guidance during its earnings conference call

Result Drivers

AI DEMAND - Strong demand for AI cloud services drove Q4 results, with customer wins across AI labs and enterprises
REVENUE BACKLOG - Revenue backlog grew to $66.8 bln, providing visibility for future growth

Company press release: ID:nBw4vqhNSa

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q4 Revenue	Beat	$1.57 bln	$1.55 bln (27 Analysts)
Q4 EPS		-$0.89
Q4 Adjusted Net Income	Miss	-$284 mln	-$258.85 mln (19 Analysts)
Q4 Adjusted EBITDA	Miss	$898 mln	$932.25 mln (19 Analysts)
Q4 Adjusted Operating Income	Miss	$88 mln	$139.69 mln (21 Analysts)
Q4 Adjusted EBITDA Margin		57.00%

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 13 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for CoreWeave Inc is $120.00, about 22.4% above its February 25 closing price of $98.01

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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consulting peer group is \"buy\"</p></li><li><p>Wall Street's median 12-month price target for CoreWeave Inc is $120.00, about 22.4% above its February 25 closing price of $98.01</p></li></ul><p>For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CRWV","symbol_name":"CoreWeave, Inc.","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260226:nL1N3ZM1HZ:1","article_id":"2614907166","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614907166","pubTimestamp":1772142037,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"CoreWeave Q4 revenue rises, beats analyst expectationsOverviewAI cloud provider's Q4 revenue rose, beating analyst expectationsAdjusted net income and EBITDA for Q4 missed analyst estimatesRevenue bac","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CRWV":"CoreWeave, Inc.","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","BK4116":"互联网服务与基础架构","CWVX":"2倍做多CRWV ETF-Tradr","CRWU":"2倍做多CRWV ETF-T-Rex","CRWG":"2倍做多CRWV ETF-Leverage Shares"},"translate_title":"CoreWeave第四季度收入增长，超出分析师预期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CWVX":0.6,"CORD":0.6,"CRWG":0.6,"CRWV":1.97,"CRWU":0.6},"content_text":"CoreWeave Q4 revenue rises, beats analyst expectationsOverviewAI cloud provider's Q4 revenue rose, beating analyst expectationsAdjusted net income and EBITDA for Q4 missed analyst estimatesRevenue backlog grew to $66.8 bln, providing visibility for future growthOutlookCoreWeave will provide forward-looking guidance during its earnings conference callResult DriversAI DEMAND - Strong demand for AI cloud services drove Q4 results, with customer wins across AI labs and enterprisesREVENUE BACKLOG - Revenue backlog grew to $66.8 bln, providing visibility for future growthCompany press release: ID:nBw4vqhNSaKey DetailsMetricBeat/MissActualConsensus EstimateQ4 RevenueBeat$1.57 bln$1.55 bln (27 Analysts)Q4 EPS-$0.89Q4 Adjusted Net IncomeMiss-$284 mln-$258.85 mln (19 Analysts)Q4 Adjusted EBITDAMiss$898 mln$932.25 mln (19 Analysts)Q4 Adjusted Operating IncomeMiss$88 mln$139.69 mln (21 Analysts)Q4 Adjusted EBITDA Margin57.00%Analyst CoverageThe current average analyst rating on the shares is \"buy\" and the breakdown of recommendations is 19 \"strong buy\" or \"buy\", 13 \"hold\" and 1 \"sell\" or \"strong sell\"The average consensus recommendation for the it services & consulting peer group is \"buy\"Wall Street's median 12-month price target for CoreWeave Inc is $120.00, about 22.4% above its February 25 closing price of $98.01For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2614907166","isCrawlerRequest":true}