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CoreWeave Q3 2026 · Story

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CRWVQ3 20261/4

Estimate vs Actual

Earnings per Share

− $1.27

− 5.0% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

CRWVQ3 20262/4

Guidance

Full-Year Revenue

Company Guidance
13.0 – 13.3 B
Market Estimate
12.86 B

2.3% Above Estimate ▲

Q4 Revenue (Implied)

Company Guidance
4.69 – 4.99 B

208% YoY Growth ▲

FY Adj. Operating Income

Company Guidance
1.275 – 1.375 B

Raised 26% ▲

CRWVQ3 20263/4

In 30 Seconds

Revenue rose 168% year over year to $3.66B and beat estimates by 3.4%, while the GAAP loss missed by 5%.

  • Full-year revenue guidance rose to $13.0-13.3B, and backlog grew 27% in one quarter to $132.5B.
  • Shares rose about 13% overnight on the raised outlook and record backlog, though the interest burden remains the main concern.

First point of the analysis's “In 30 Seconds”.

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