CoreWeave Q2 Results: Earnings call set for Aug 11

1 min read     Updated on 28 Jul 2026, 01:46 AM
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Reviewed by
Jubin VScanX News Team
AI Summary

CoreWeave, Inc. (NASDAQ: CRWV) has scheduled its second quarter 2026 earnings conference call for August 11, 2026, at 5:00 PM Eastern Time. The company, which went public in March 2025, will provide updates on its AI cloud infrastructure business. A live webcast and replay will be available on its investor relations website.

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CoreWeave, Inc., a provider of AI cloud infrastructure listed on the NASDAQ under the ticker CRWV, will discuss its second quarter 2026 financial results during a quarterly conference call scheduled for Tuesday, August 11, 2026. The call is set for 5:00 PM Eastern Time, offering investors and analysts a direct channel to management for insights into the company’s performance in the AI compute sector.

The conference call will be accompanied by a live webcast, accessible through CoreWeave’s Investor Relations website at investors.coreweave.com. A replay of the presentation will also be hosted on the same platform following the conclusion of the live event, ensuring broader accessibility for stakeholders unable to join in real time.

Event Details

The specific logistics for the upcoming earnings discussion are outlined below:

Detail Information
Company CoreWeave, Inc.
Ticker NASDAQ: CRWV
Event Q2 2026 Earnings Conference Call
Date August 11, 2026
Time 5:00 PM Eastern Time
Webcast URL investors.coreweave.com

Company Background

CoreWeave positions itself as "The Essential Cloud for AI," providing a platform of technology, tools, and teams designed to help innovators build and scale artificial intelligence applications. Founded in 2017, the company transitioned to a publicly traded entity in March 2025. Its infrastructure serves leading AI labs, startups, and global enterprises, focusing on superior performance and technical expertise to accelerate AI breakthroughs.

What the Numbers Show

As this announcement pertains to the scheduling of the results discussion rather than the release of financial data itself, no operational metrics such as revenue, net profit, or EBITDA are currently disclosed. Market participants will await the actual financial filing and management commentary during the August 11 call to assess CoreWeave’s growth trajectory and profitability status in Q2FY26.

How might CoreWeave's Q2 2026 revenue growth rate compare to its competitors in the AI cloud infrastructure space, and what does this imply for market share dynamics?

Will management provide updated guidance on capital expenditure for GPU procurement in the second half of 2026, given the ongoing supply constraints in the AI hardware sector?

What specific metrics should investors monitor to assess CoreWeave's transition from high-growth investment to sustainable profitability following its March 2025 IPO?

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CoreWeave gains on power access and AI demand as analysts weigh in

1 min read     Updated on 23 Jul 2026, 01:22 AM
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Reviewed by
Radhika SScanX News Team
AI Summary

CoreWeave, Inc. saw its stock increase following multiple analyst ratings and infrastructure developments. Truist Securities upgraded the stock to Buy with a $126 price target, while BofA Securities maintained a Buy rating and raised its 2026 capex estimate to $34 billion. The company secured 800 megawatts of gross power capacity at Galaxy Digital Inc.'s Helios campus via a 15-year lease for Phase II. Additionally, CoreWeave expanded into AI inference through a partnership with Anam. Technical indicators show the stock remains below key moving averages, with resistance near $95.

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CoreWeave, Inc. (NASDAQ: CRWV) shares jumped on Wednesday as investors weighed supportive analyst commentary, long-term power access and the company’s expansion into real-time AI inference. The stock rose 5.37% to $83.85, driven by optimism over GPU demand and infrastructure securing.

Analysts Assess Growth

BofA Securities maintained a Buy rating and a $140 price target, noting that GPU demand continues to exceed available supply. The firm raised its 2026 capital expenditure estimate to $34 billion as CoreWeave targets 1.7 gigawatts of active power by year-end.

Truist Securities upgraded CoreWeave from Hold to Buy while lowering its price target from $131 to $126. Baird initiated coverage with an Outperform rating and a $100 target. Jefferies maintained its Buy rating but cut its price target from $160 to $150. Barclays maintained an Equal-Weight rating and lowered its target from $120 to $90.

Firm Rating Price Target
BofA Securities Buy $140
Truist Securities Buy $126
Jefferies Buy $150
Baird Outperform $100
Barclays Equal-Weight $90

Helios Secures Capacity

CoreWeave’s agreements at Galaxy Digital Inc.’s (NASDAQ: GLXY) Helios campus provide 800 megawatts of gross power capacity, equal to 526 megawatts of critical IT load, across multiple phases. Galaxy’s latest filing covers a 260-megawatt Phase II project leased to CoreWeave under a 15-year base term with two five-year extension options. The project includes two buildings and eight data halls, with initial rent commencement targeted for the second quarter of 2027.

AI Inference Expands

CoreWeave is expanding into latency-sensitive AI workloads. The company said its AI cloud and NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs will power Anam’s real-time photorealistic avatars. The Anam partnership broadens CoreWeave’s exposure to AI inference, while the Helios leases provide infrastructure for continued GPU deployment.

Technical Levels and Forecast

Despite Wednesday’s gain, CRWV remains below its 20-day and 50-day moving averages, keeping the intermediate trend under pressure. Resistance sits near $95, while support is around $70.50. The next catalyst arrives with the estimated earnings report on August 11, 2026. Analysts estimate an EPS loss of $1.27 and revenue of $2.56 billion.

How will the shift toward latency-sensitive AI inference workloads impact CoreWeave's margins compared to traditional training tasks?

Can CoreWeave successfully secure the additional 900 megawatts of power required to meet its 1.7 gigawatt year-end target?

Will the divergence in analyst price targets influence institutional investor sentiment ahead of the August 2026 earnings report?

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