CoreWeave Reports Q4 Revenue Above Expectations

CoreWeave reported fourth-quarter revenue of $1.57 billion on Thursday, topping the LSEG $1.55 billion estimate while posting a loss per share of $0.89. Revenue grew 110% year over year, backlog rose to $66.8 billion, active power reached 850 megawatts, and the company disclosed $10.31 billion in planned 2026 capital expenditures, signaling continued AI infrastructure expansion.
Scoring Rationale
Official earnings and large backlog drive relevance, but incremental surprises and limited new guidance constrain impact.
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