CoreWeave's Active Power Ramp to Boost Revenue Growth, Margin Expansion, BofA Says

MT Newswires Live07-20 23:52

CoreWeave's (CRWV) key variables to observe for investors in its upcoming Q2 earnings are its execution on data center buildout and power becoming active, which are expected to drive revenue growth and margin expansion, BofA Securities said in a Monday note.

CoreWeave is expected to report Q2 results in early August, according to the note.

The company, which currently operates with roughly 1 gigawatt of active power, is aiming for 1.7 gigawatts by the end of the year, implying significant acceleration in capacity deployment in the upcoming quarters, with a large portion expected to come online in H2, BofA analysts said.

The analysts expect operating margin of 2.4% in Q2, with improvements sequentially throughout the rest of the year. As active power drives revenue, margin is projected to reach 14.6% at the end of Q4. The analysts also increased their full-year 2026 estimates for capital expenditures, a key indicator of buildout progress, to $34 billion from $29 billion.

BofA reiterated the company's stock rating at buy and price target at $140.

Price: 74.95, Change: +1.74, Percent Change: +2.38

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2652821243?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-20 23:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2652821243","market":"fut","top_or_hot":-1,"title":"CoreWeave's Active Power Ramp to Boost Revenue Growth, Margin Expansion, BofA Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>'s (CRWV) key variables to observe for investors in its upcoming Q2 earnings are its execution on data center buildout and power becoming active, which are expected to drive revenue growth and margin expansion, BofA Securities said in a Monday note.</p><p>CoreWeave is expected to report Q2 results in early August, according to the note.</p><p>The company, which currently operates with roughly 1 gigawatt of active power, is aiming for 1.7 gigawatts by the end of the year, implying significant acceleration in capacity deployment in the upcoming quarters, with a large portion expected to come online in H2, BofA analysts said.</p><p>The analysts expect operating margin of 2.4% in Q2, with improvements sequentially throughout the rest of the year. As active power drives revenue, margin is projected to reach 14.6% at the end of Q4. The analysts also increased their full-year 2026 estimates for capital expenditures, a key indicator of buildout progress, to $34 billion from $29 billion.</p><p>BofA reiterated the company's stock rating at buy and price target at $140.</p><p>Price: 74.95, Change: +1.74, Percent Change: +2.38</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CoreWeave's Active Power Ramp to Boost Revenue Growth, Margin Expansion, BofA Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoreWeave's Active Power Ramp to Boost Revenue Growth, Margin Expansion, BofA Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-20 23:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>'s (CRWV) key variables to observe for investors in its upcoming Q2 earnings are its execution on data center buildout and power becoming active, which are expected to drive revenue growth and margin expansion, BofA Securities said in a Monday note.</p><p>CoreWeave is expected to report Q2 results in early August, according to the note.</p><p>The company, which currently operates with roughly 1 gigawatt of active power, is aiming for 1.7 gigawatts by the end of the year, implying significant acceleration in capacity deployment in the upcoming quarters, with a large portion expected to come online in H2, BofA analysts said.</p><p>The analysts expect operating margin of 2.4% in Q2, with improvements sequentially throughout the rest of the year. As active power drives revenue, margin is projected to reach 14.6% at the end of Q4. The analysts also increased their full-year 2026 estimates for capital expenditures, a key indicator of buildout progress, to $34 billion from $29 billion.</p><p>BofA reiterated the company's stock rating at buy and price target at $140.</p><p>Price: 74.95, Change: +1.74, Percent Change: +2.38</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4116","symbol_name":"互联网服务与基础架构","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2652821243","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2652821243","pubTimestamp":1784562735,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"CoreWeave's  key variables to observe for investors in its upcoming Q2 earnings are its execution on data center buildout and power becoming active, which are expected to drive revenue growth and margin expansion, BofA Securities said in a Monday note.CoreWeave is expected to report Q2 results in early August, according to the note.The company, which currently operates with roughly 1 gigawatt of active power, is aiming for 1.7 gigawatts by the end of the year, implying significant acceleration in capacity deployment in the upcoming quarters, with a large portion expected to come online in H2, BofA analysts said.The analysts expect operating margin of 2.4% in Q2, with improvements sequentially throughout the rest of the year. As active power drives revenue, margin is projected to reach 14.6% at the end of Q4. The analysts also increased their full-year 2026 estimates for capital expenditures, a key indicator of buildout progress, to $34 billion from $29 billion.BofA reiterated the compa","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BK4116":"互联网服务与基础架构","CRWV":"CoreWeave, Inc.","CWII":"REX CRWV Growth & Income ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","CRWU":"2倍做多CRWV ETF-T-Rex","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","CRWG":"2倍做多CRWV ETF-Leverage Shares","CWVX":"2倍做多CRWV ETF-Tradr"},"translate_title":"美国银行表示，CoreWeave 的积极动力提升将促进收入增长和利润率扩张","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRWG":0.6,"CORD":0.6,"CRWV":1.97,"CWVX":0.6,"CRWU":0.6,"CWII":0.6},"content_text":"CoreWeave's (CRWV) key variables to observe for investors in its upcoming Q2 earnings are its execution on data center buildout and power becoming active, which are expected to drive revenue growth and margin expansion, BofA Securities said in a Monday note.CoreWeave is expected to report Q2 results in early August, according to the note.The company, which currently operates with roughly 1 gigawatt of active power, is aiming for 1.7 gigawatts by the end of the year, implying significant acceleration in capacity deployment in the upcoming quarters, with a large portion expected to come online in H2, BofA analysts said.The analysts expect operating margin of 2.4% in Q2, with improvements sequentially throughout the rest of the year. As active power drives revenue, margin is projected to reach 14.6% at the end of Q4. The analysts also increased their full-year 2026 estimates for capital expenditures, a key indicator of buildout progress, to $34 billion from $29 billion.BofA reiterated the company's stock rating at buy and price target at $140.Price: 74.95, Change: +1.74, Percent Change: +2.38","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2652821243","isCrawlerRequest":true}