CoreWeave posts Q3 2026 revenue beat and lifts full‑year outlook
+1 new source since this summary was written
CoreWeave reported third‑quarter 2026 revenue of $3.66 billion, up 168% year‑over‑year, and a loss of $1.27 per share, narrower than the consensus. The company raised its 2026 revenue guidance to $13.0‑$13.3 billion and adjusted operating‑income guidance to $1.275‑$1.375 billion. CEO Michael Intrator called the quarter a breakout, noting double‑digit adjusted margins and added 200 MW of power capacity, while the firm’s debt load remains around $50 billion.
Why it matters
The higher revenue and improved margins suggest stronger AI demand, which could support the company’s aggressive expansion plan (the company raised its full‑year revenue forecast, per the report). However, the sizable debt burden and high borrowing costs keep financing risk elevated for investors (the report notes $50 billion of debt and 16%‑17% bond yields).
Key facts
- 1CoreWeave reported Q3 2026 revenue of $3.66 billion, up 168% YoY. 247wallst.com
- 2The quarter’s loss was $1.27 per share. 247wallst.com
- 3Full‑year 2026 revenue guidance was raised to $13.0‑$13.3 billion. tradingview.com
- 4Adjusted operating‑income guidance for 2026 was raised to $1.275‑$1.375 billion. tradingview.com
- 5Capital‑expenditure guidance for 2026 was increased to $37‑$39 billion. tradingview.com
- 6The company added 200 MW of power capacity in the quarter. 247wallst.com
Summary written by AlphAI AI Desk from 20 of 33 sources. Not investment advice. Figures are as stated by the linked sources.