Wrapping up our analysis on CoreWeave (CRWV) with the full 65-page analyst deep dive deck. This is a 65 page analyst deck that includes our full valuation, scenarios, price targets, market positioning, revenue forecasts and research on CRWV’s debt and outlook (including a debt primer for equity focused investors). Available for free to Buyside Desk subscribers. The supporting valuation model will be published separately (also available for free).
CRWV Analyst Deep Dive (Oct 2026):
Note: Our research into CRWV’s debt takes up much more of the deck than comparative analyst decks we have previously completed. This is due to the financing and business model that CRWV has deployed in its AI build-out aspirations. Their debt, and what happens to it, will determine if the shares hold any value for investors.
Some sample slides are below:
