CoreWeave's 2027 CapEx Expected to Grow -- Market Talk

Dow Jones05-09 01:59

1359 ET - CoreWeave is likely to have more capital expenditures in 2027 than consensus estimates suggest, Truist analysts say in a note. "We don't see a scenario in which the company would maintain flat to slightly higher capex next year, with this level of ramp needed, especially with rising component costs," they say. But while shares are trading lower on CoreWeave's revised 2026 CapEx outlook, the analysts believe that the company's multi-year, take-or-pay contracts insulate it from bearing the brunt of component inflation. "Margin guidance and commentary around rising component costs likely fed into investor fears, but we see minimal risk to CoreWeave's business model as the company is able to pass through these costs," they write. CoreWeave drops 12%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

May 08, 2026 13:59 ET (17:59 GMT)

At the request of the copyright holder, you need to log in to view this content

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/2634466167?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-09 01:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2634466167","market":"sg","top_or_hot":-1,"title":"CoreWeave's 2027 CapEx Expected to Grow -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1359 ET - <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> is likely to have more capital expenditures in 2027 than consensus estimates suggest, Truist analysts say in a note. \"We don't see a scenario in which the company would maintain flat to slightly higher capex next year, with this level of ramp needed, especially with rising component costs,\" they say. But while shares are trading lower on CoreWeave's revised 2026 CapEx outlook, the analysts believe that the company's multi-year, take-or-pay contracts insulate it from bearing the brunt of component inflation. \"Margin guidance and commentary around rising component costs likely fed into investor fears, but we see minimal risk to CoreWeave's business model as the company is able to pass through these costs,\" they write. CoreWeave drops 12%.  (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 13:59 ET (17:59 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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 2027 CapEx Expected to Grow -- Market Talk</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 2027 CapEx Expected to Grow -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-09 01:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1359 ET - <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> is likely to have more capital expenditures in 2027 than consensus estimates suggest, Truist analysts say in a note. \"We don't see a scenario in which the company would maintain flat to slightly higher capex next year, with this level of ramp needed, especially with rising component costs,\" they say. But while shares are trading lower on CoreWeave's revised 2026 CapEx outlook, the analysts believe that the company's multi-year, take-or-pay contracts insulate it from bearing the brunt of component inflation. \"Margin guidance and commentary around rising component costs likely fed into investor fears, but we see minimal risk to CoreWeave's business model as the company is able to pass through these costs,\" they write. CoreWeave drops 12%.  (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 13:59 ET (17:59 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CRWU","symbol_name":"2倍做多CRWV ETF-T-Rex","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2634466167","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2634466167","pubTimestamp":1778263140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1359 ET - CoreWeave is likely to have more capital expenditures in 2027 than consensus estimates suggest, Truist analysts say in a note. \"We don't see a scenario in which the company would maintain flat to slightly higher capex next year, with this level of ramp needed, especially with rising component costs,\" they say. But while shares are trading lower on CoreWeave's revised 2026 CapEx outlook, the analysts believe that the company's multi-year, take-or-pay contracts insulate it from bearing the brunt of component inflation. \"Margin guidance and commentary around rising component costs likely fed into investor fears, but we see minimal risk to CoreWeave's business model as the company is able to pass through these costs,\" they write. CoreWeave drops 12%.  ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CRWU":"2倍做多CRWV ETF-T-Rex","CWVX":"2倍做多CRWV ETF-Tradr","CRWG":"2倍做多CRWV ETF-Leverage Shares","CRWV":"CoreWeave, Inc.","BK4116":"互联网服务与基础架构","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF"},"translate_title":"CoreWeave 2027年资本支出预计将增长——市场讨论","themeId":"45a37b820f53882ca26695706f6d2387","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/014311543536f9ac59e7b5ed846111f9","symbols_score_info":{"CRWG":0.6,"CORD":0.6,"CRWU":0.6,"CWVX":0.6,"CRWV":1.96},"content_text":"1359 ET - CoreWeave is likely to have more capital expenditures in 2027 than consensus estimates suggest, Truist analysts say in a note. \"We don't see a scenario in which the company would maintain flat to slightly higher capex next year, with this level of ramp needed, especially with rising component costs,\" they say. But while shares are trading lower on CoreWeave's revised 2026 CapEx outlook, the analysts believe that the company's multi-year, take-or-pay contracts insulate it from bearing the brunt of component inflation. \"Margin guidance and commentary around rising component costs likely fed into investor fears, but we see minimal risk to CoreWeave's business model as the company is able to pass through these costs,\" they write. CoreWeave drops 12%.  (elias.schisgall@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  May 08, 2026 13:59 ET (17:59 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"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,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","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/2634466167","isCrawlerRequest":true}