Positiv
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Seeking Alpha
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vor etwa 2 Monaten
CoreWeave, Inc. shares are crashing as much as 13% post-Q1 print, forming a healthy reset following a +70% pre-print rally. We downgraded CRWV into the print, expecting a raised FY26 guide and higher backlog, married to higher FY26 CapEx. The second and third happened, but the first did not. Backlog surged 50% Q/Q to $99.4B, but Q2 revenue guidance of $2.45B-$2.6B trails consensus, highlighting...