Key Shareholders of CoreWeave Ahead of Q2 Earnings: Who Owns CRWV Stock?

CoreWeave (CRWV), an AI-powered cloud computing company, is set to release its Q2 earnings after the market closes on August 12. Analysts remain cautious due to high valuation, elevated debt levels, and reliance on key customer Microsoft (MSFT). CRWV's share price has surged 250% since its IPO at $40. According to TipRanks' ownership page, public companies and individual investors own 74.64% of CRWV, followed by insiders, mutual funds, ETFs, and institutional investors.

CoreWeave (CRWV), a leading provider of AI-native cloud infrastructure, is set to release its Q2 earnings after the market closes on August 12. Analysts remain cautious due to high valuation, elevated debt levels, and reliance on key customer Microsoft (MSFT). CRWV's share price has surged 250% since its IPO at $40.

The company is expected to report earnings amidst a volatile market environment. In Q1 2025, CoreWeave reported a 420% year-over-year increase in quarterly sales, reaching nearly $1 billion. However, the company is not yet profitable, with a GAAP loss of $1.40 per share in Q1, primarily due to rising interest costs and IPO-related stock payouts [1]. CoreWeave secured a $2.6 billion debt facility to support rapid infrastructure deployments, which may pressure operating margins in the near term.

The acquisition of Core Scientific, announced in Q1, will expand CoreWeave's infrastructure by 840 MW of contracted power. However, integration costs and transitional inefficiencies may pressure Q2 operating margins. The company's dependence on a narrow set of customers, such as Microsoft, remains a material risk.

Analysts are closely watching CoreWeave's ability to sustain its growth momentum while maintaining operational and fiscal discipline. Key indicators to watch include gross margin resilience, GAAP losses lessening, judicious deployment of capital, and early integration of recently acquired firms. If CoreWeave can produce infrastructure profitably, predictably, and durably, it will cement itself as the market's best AI infrastructure enabler.

The IPO lockup period for CoreWeave stock, tied to the company's initial public offering, expires on August 14, two days after the earnings report. This may lead to increased selling pressure on the stock, as insiders and major shareholders will be able to sell their shares. Analysts are divided on the potential impact of the lockup expiration on the stock price, with some expecting a temporary dip due to increased float, while others believe strong fundamentals can help absorb the increase [2].

CoreWeave's earnings report will provide crucial insights into the company's financial health and future prospects. Investors will be closely monitoring the company's ability to navigate its current challenges and capitalize on the growing demand for AI infrastructure. Despite the uncertainties, CoreWeave's strong growth trajectory and strategic partnerships with leading technology companies make it a company to watch in the AI infrastructure space.

References:
[1] https://www.ainvest.com/news/coreweave-q2-earnings-volatile-event-9-dividend-2508/
[2] https://www.investors.com/news/technology/coreweave-stock-coreweave-ipo-lockup-expiration-core-scientific/