CRWV is trading at $79.68 (-18.39%) as weak Q1 guidance and profitability misses overshadow a significant revenue beat in the company's Q4 results.
- While revenue grew 110% YoY to $1.57B, the company reported an EPS loss of $0.89 and disappointing adjusted EBITDA, with Q1 revenue guidance of $1.9B–$2B falling short of the $2.29B analyst estimate.
- Investors are weighing a massive $66.8B backlog against execution risks, $21B in debt, and plans for over $30B in capital expenditures through 2026 to build out AI infrastructure.