CoreWeave earnings: 4 things Wall Street wants from the print
Yahoo Finance Executive Editor Brian Sozzi outlines what investors need to see in the earnings print to send the stock higher, Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré take a closer look at recent price action, and Bianco Research president Jim Bianco discusses the artificial intelligence (AI) space and initial public offering (IPO) market.
To watch more expert insights and analysis on the latest market action, check out more Opening Bid.
Let's turn now to our Stock of the Day. Today, it's all about CoreWeave. Momo AI trade CoreWeave will report earnings after the close today. Stock has increased almost four times from its late March IPO price. Here's why I think the street is looking for CoreWeave. If it could hit these marks, the stock could renew its upper bias that has been on delay since early June. One, revenue has to beat estimates by a double digit percentage. Key CoreWeave customer Microsoft had a huge quarter on the AI use front, so CoreWeave should have theoretically benefited. Two, backlog needs to have increased compared to the first quarter. Three, earnings need to thump estimates. I've heard some concerns on how CoreWeave's earnings come in or could come in given robust investments in CAPEX. And four, management temps down concerns on how how much stock could be sold by insiders later this week. CoreWeave has an expiring IPO lockup that frees up 83% of Class A shares beginning the morning of August 15th, points out city. If a lot of CoreWeave stock is dumped, it could weigh on the market price in the near term. CoreWeave's valuation leaves no margin for error. Stock trades at big time premiums to the broader market. Still with me, my round table, Jim Bianco, Bianco Research president, and Yahoo finance senior reporters Brooke DePalma and Ines Ferre. Brooke, I want to go over to you because you've been examining how CoreWeave essentially ties in with Microsoft.
Yeah, absolutely. What we do know is that Microsoft is one of CoreWeave's biggest companies. And if you take a look, not only is Microsoft one of their biggest companies, but we also know that IBM, meta, those are additional companies that CoreWeave works with in order to supply their servers for these big AI semiconductors. And so, it's important to note too that NVIDIA also is a partner with CoreWeave. We know that CoreWeave rents out computer servers equipped by NVIDIA, and NVIDIA also has a stake within the company. And so, it's been interesting to watch this stock movement over the past month. Right now, what we've seen is CoreWeave see about an 8% jump as these companies have reported their earnings and reported that their cloud businesses have outperformed expectations. NVIDIA is about a 10% jump over the last month. But as you said, this stock is up more than 240% since the IPO, and so definitely trading at a premium here. But what we do know is that based on its S1 filings, these are key players in the game right now when it comes to the AI revolution, and so CoreWeave is certainly benefiting from having a part in that.
And as I always get a little nervous ahead of an earnings report where so many things appear to be going right. Sentiment on the AI trade is good. Microsoft performed well. Google crushed it. Uh, the stage theoretically is set for CoreWeave, but I did call out some concern how their earnings may come out because of investments they're making.
Yeah, that's right. So, that's one of the concerns that the street has, and also that lockup period that you just mentioned, that could cause some volatility. But you do have Wall Street analysts, some of them saying, look, uh, the stock can absorb this. So, even if you do see selling after that lockup period expires this week, then you you would see the stock sort of absorbing this. As you mentioned, it has had quite a run, and it really underscores what the market has been leaning towards. The fact that you have AI that it's looking forward to. So, what Wall Street has been talking about throughout this entire time when we've seen these tariffs being rolled out and this uncertainty over what's happening at the Fed, they are expecting a cut, and they're expecting AI to move this market forward.
Uh, Jim, real quick over to you. Um, you know, this has been another CoreWeave, really one of the hottest IPOs of this year. You have Figma, Firefly last week. What do you attribute some of these early gains for these IPOs? You know, I wrote over the weekend in our Morning Brief newsletter, I I think it reflects more mature companies coming to market, but I'd love your take.
Yeah, I think it also reflects the the hope and maybe the hype of AI and that AI, count me in on, you know, those that think it's going to be bigger than the internet itself was in the late '90s or early 2000s once it achieves its potential. But the big thing you've got to keep in mind with company like CoreWeave or NVIDIA or the rest of them is they're all customers of each other because we're still at the picks and shovels play. We're still at the let's make AI play. We're not at the what is Ford doing with AI to change its bottom line, or what is Proctor and Gamble doing with AI to change its bottom line, or what am I doing with AI to change their bottom line. We're using a little bit of it like a lot the rest of them, but it's not changing our bottom line. So, it reminds me of that old Bill Gates line that technology over the next three years will underwhelm what you think it's going to do and over the next 10 years it's going to overwhelm what you think it's going to do. And if it underwhelms with these valuations in this hype, we might be seeing a little bit of disappointment somewhere down the road.
Jim, I wonder how Fed chair Bill Polty would use AI. No, I'm just kidding. I'm just kidding. I'm just kidding, Jim. You know, just keeping the the mood light on this Tuesday morning. All right, let's fire up our question of the day, friends.
He'd use it to cut rates to 1%.
Yeah, no, fair enough. See, I knew you would tie all this together, Jim. I appreciate you, man.
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