CoreWeave, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
35analysts covering
FY EPS (est.)
-$5.20next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 11 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Revenue backlog (USD billions) Quarterly104.0
Active power capacity (GW) Quarterly1.5
Contracted power capacity (GW) Quarterly3.7
Adjusted EBITDA margin (percent) Quarterly59.0%
Watch Items
- Backlog conversion and booking durabilityAction: Reassess demand durability and capacity-delivery execution if reported backlog falls below the June 2026 benchmark despite more than $25 billion of net new commitments disclosed for early Q3.
- Operating leverage during infrastructure expansionAction: Reassess operating leverage and the capacity-expansion economics if adjusted EBITDA margin falls below the Q2 2026 level.
Research as of 29 Aug 2026