
• Reported GAAP EPS of -$0.89 down -161.76% YoY • Reported revenue of $1.57B up 110.32% YoY
Bullish
CoreWeave achieved robust revenue growth in Q4 2025 and expanded its revenue backlog to $66.8 billion, providing strong future visibility. CoreWeave also strengthened its technology leadership with key partnerships and infrastructure scaling.
Bearish
CoreWeave reported increased GAAP net losses and operating losses in Q4 2025, alongside significantly higher interest expenses. Future results face risks related to growth execution and maintaining customer demand for AI infrastructure.