--- title: "Nvidia's adopted son CoreWeave plummeted 12% after hours! Holding a \"heavy sword\" with $67 billion in orders, yet faced a \"sneak attack\" in Q1 guidance" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277114054.md" description: "CoreWeave's stock price plummeted 12% in after-hours trading on Thursday. Despite a 110% year-over-year revenue growth in the fourth quarter to $1.57 billion, exceeding market expectations, the revenue guidance for the first quarter is between $1.9 billion and $2 billion, below the market consensus of $2.29 billion. The company expects full-year revenue for 2026 to be between $12 billion and $13 billion, with adjusted operating profit between $900 million and $1.1 billion. CoreWeave plans to set its 2026 capital expenditure target at $30 billion to $35 billion and expects active power to exceed 1.7 gigawatts by the end of 2026" datetime: "2026-02-26T23:26:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277114054.md) - [en](https://longbridge.com/en/news/277114054.md) - [zh-HK](https://longbridge.com/zh-HK/news/277114054.md) --- > 支持的语言: [English](https://longbridge.com/en/news/277114054.md) | [繁體中文](https://longbridge.com/zh-HK/news/277114054.md) # Nvidia's adopted son CoreWeave plummeted 12% after hours! Holding a "heavy sword" with $67 billion in orders, yet faced a "sneak attack" in Q1 guidance According to Zhitong Finance APP, in after-hours trading on Thursday, CoreWeave (CRWV.US) saw its stock price plummet by 12%. The AI-focused cloud infrastructure provider reported fourth-quarter revenue that exceeded Wall Street expectations, but it failed to boost the stock price. According to the announcement, CoreWeave's fourth-quarter revenue grew by 110% year-on-year to $1.57 billion, slightly surpassing the market average expectation of $1.55 billion, with a loss of $0.89 per share, which was worse than the market average expectation. As of the time of writing, the stock had fallen 9.56% in after-hours trading. In terms of guidance, the company expects full-year revenue for 2026 to be between $12 billion and $13 billion, while analysts had previously expected $12.09 billion; it anticipates adjusted operating profit for 2026 to be between $900 million and $1.1 billion. However, the revenue guidance for the first quarter is between $1.9 billion and $2 billion, below the market consensus expectation of $2.29 billion. CoreWeave CEO Mike Intrator stated during the analyst conference call that the demand for its core NVIDIA graphics chips remains high. He noted that the average price of NVIDIA H100 processors fluctuated within 10% since the beginning of the year, while the price of the older A100 chips increased in 2025. The company plans to set its capital expenditure target for 2026 at $30 billion to $35 billion, significantly exceeding the $10.31 billion in 2025. As of the end of last year, the company's active power capacity was 850 megawatts, with contracted power reaching 3.1 gigawatts (market expectations for active power were about 827 megawatts). CoreWeave expects active power to exceed 1.7 gigawatts by the end of 2026 (higher than the market expectation of 1.59 gigawatts) and plans to add over 5 gigawatts on top of the existing contracted scale by 2030. Intrator stated, "Demand is shifting from being initially concentrated in the hyperscale cloud and foundational model areas to spreading across the entire economy. Now, enterprise-level demand is exploding, sovereign domain demand is rising, and emerging players are entering the market to secure the necessary infrastructure." The company's revenue backlog surged from $55.6 billion at the end of the third quarter to $66.8 billion. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) were $898 million, below the market expectation of $929 million. Since going public in March last year, the company's debt reached $21.37 billion as of December 31. Recent developments in the AI industry have raised concerns among software investors, with announcements from companies like Anthropic leading to sell-offs of related stocks. CoreWeave supports AI model manufacturers such as Google and OpenAI, and its stock price has risen 36% year-to-date as of Thursday's close, while the iShares expanded Tech-Software Sector ETF has fallen nearly 22% during the same period. This quarter, CoreWeave partnered with model developer Poolside and launched an object storage service, increasing its credit line from $1.5 billion to $2.5 billion. Although the storage business will help it compete with giants like Amazon AWS, the company remains focused on the professional cloud infrastructure sector. Intrator wrote in a blog post, "By 2025, CoreWeave will become the fastest cloud platform in history to surpass $5 billion in annual revenue." ### 相关股票 - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md) - [Tradr 2X Long CRWV Daily ETF (CWVX.US)](https://longbridge.com/zh-CN/quote/CWVX.US.md) - [Coreweave (CRWV.US)](https://longbridge.com/zh-CN/quote/CRWV.US.md) - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [iShares US Digital Infrastructure and Real Estate ETF (IDGT.US)](https://longbridge.com/zh-CN/quote/IDGT.US.md) - [T-REX 2X Long CRWV Daily Target ETF (CRWU.US)](https://longbridge.com/zh-CN/quote/CRWU.US.md) - [Leverage Shares 2X Long CRWV Daily ETF (CRWG.US)](https://longbridge.com/zh-CN/quote/CRWG.US.md) - [Franklin Exponential Data ETF (XDAT.US)](https://longbridge.com/zh-CN/quote/XDAT.US.md) - [Proshares Big Data Refiners ETF (DAT.US)](https://longbridge.com/zh-CN/quote/DAT.US.md) - [Pacer Data & Infrastructure Real Estate ETF (SRVR.US)](https://longbridge.com/zh-CN/quote/SRVR.US.md) - [Global X Data Center & Dgtl Infrs ETF (DTCR.US)](https://longbridge.com/zh-CN/quote/DTCR.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [ISHRS S&P Glb It (IXN.US)](https://longbridge.com/zh-CN/quote/IXN.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md) ## 相关资讯与研究 - [SK Hynix Introduces Chips SOCAMM2 and HBM4 at NVIDIA GTC 2026](https://longbridge.com/zh-CN/news/279415768.md) - [Cline selects Coreweave to power high-performance autonomous engineering](https://longbridge.com/zh-CN/news/279447755.md) - [02:06 ETArcfra AECP 6.3 Breaks the 11M IOPS Barrier, Delivering Tier-1 All-Flash Performance and RPO=0 Resilience for Enterprise Cloud](https://longbridge.com/zh-CN/news/279892910.md) - [TABLE-US Jan single-family home sales data](https://longbridge.com/zh-CN/news/279806783.md) - [South Korea’s SK Group chairman expects chip wafer shortage to last until 2030, eyes US ADR listing](https://longbridge.com/zh-CN/news/279337510.md)