Stocks / Software
CRWVSoftware
CoreWeave, Inc.
$80.201d -7.4%5d -9.7%settled close · 2026-09-17
Mkt cap $43B (4/10)β 3.1852w $62–143Shares 419.0M (A)Ind. Services-Prepackaged SoftwareNasdaq since 2025Emp. 2,189HQ Livingston, NJcoreweave.com
The tape, with the calls on it
Who said what, and what CRWV did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about CRWV
5 long4 shortlatest 2026-08-28
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-28 | Ed ZitronCEO, EZPR; Host, Better Offline | Bearish | The Compound | CoreWeave is horribly unprofitable, must raise billions in debt multiple times per year at increasingly high… |
| 2026-08-13 | Michael Lee | Bullish | Fox Making Money | CoreWeave's circular financing concern is a non-issue because borrowing at ~10% to generate 25-30% returns is… |
| 2026-08-10 | Sarah Kunst | Bearish | Bloomberg Surveillance | CoreWeave is overpriced relative to its risk profile, relying heavily on debt to fund infrastructure with… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | CoreWeave is arguably the best-in-class pure-play neocloud with a diverse client base and nearly $100B… |
| 2026-02-06 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | CoreWeave is an equipment leasing company with distorted accounting — depreciating GPUs over 10 years instead… |
| 2025-12-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Mohamed El-Erian | CoreWeave's data center construction delay is a quarter-to-quarter blemish in the broader fourth industrial… |
| 2025-11-10 | Panelist Unnamed | Bearish | CNBC Fast Money Final Trade | CoreWeave CEO claiming sufficient power capacity contradicts Satya Nadella's statement that Microsoft can't… |
| 2025-06-20 | Thomas LaffontCo-founder, Coatue Management | Bullish | Bg2 Pod | Coreweave is one of the few pure-play AI infrastructure names in the public market, giving investors direct… |
| 2025-04-04 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | CoreWeave has diversified away from Microsoft-concentration risk by adding Google, Meta, OpenAI, and Nvidia… |
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Earnings
Next report: 11 Nov 2026
Confirmed date · consensus EPS -1.19. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 11 Aug 2026 | after the close | -1.03 vs -1.23 | +1.6% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where CRWV’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-08 | ||||||
| 2026-08-12 | ||||||
| 2026-08-03 | ||||||
| 2026-07-01 | ||||||
| 2026-06-01 | ||||||
| 2026-04-13 | ||||||
| 2026-04-10 | ||||||
| 2026-04-09 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
CRWV is in this morning’s Brief.
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