CRWV Stock Slumps On CoreWeave's 2026 Capex Projections Doubling From Previous Year – Analysts Say Company's Investment Cycle Is 'More Pronounced Than Expected'

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  "signal_type": "news",
  "signal_subtype": "expands_facilities",
  "detected_at": "2026-09-19T21:43:21+00:00",
  "company": {
    "name": "CoreWeave",
    "domain": "coreweave.com"
  },
  "data": {
    "url": "https://stocktwits.com/news-articles/markets/equity/crwv-stock-slumps-on-coreweave-capex-projections-for-2026/cZTcmZKRITh",
    "title": "CRWV Stock Slumps On CoreWeave's 2026 Capex Projections Doubling From Previous Year – Analysts Say Company's Investment Cycle Is 'More Pronounced Than Expected' - Stocktwits",
    "assets": "data centers",
    "excerpt": "Advertisement | Remove ads. CoreWeave Inc. (CRWV) shares slumped more than 19% in Friday’s opening trade after the company’s fourth-quarter (Q4) earnings missed expectations and its capital expenditure plans for 2026 more than doubled from 2025 levels. CoreWeave reported a loss of $0.56 per share on revenue of $1.57 billion, compared to Wall Street expectations of a loss of $0.49 per share on revenue of $1.53 billion, according to Fiscal.ai data. CoreWeave projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion the company incurred in 2025. Its first-quarter (Q1) revenue guidance of $1.9 billion to $2 billion also fell below Wall Street's $2.24 billion estimate. Advertisement | Remove ads. However, CFO Nitin Agrawal downplayed concerns of the capex surge. “Substantially, all of it is tied to our already signed customer contracts that we intend to bring online this year as we expect to double our active power capacity to more than 1.7 gigawatts by year-end,” he said during a post-earnings call with analysts. Agrawal added that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online, while customer revenue ramps over subsequent months. The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly. Advertisement |...",
    "summary": "CoreWeave Inc. expects to double its active power capacity to more than 1.7 gigawatts by the end of the year.",
    "planning": true,
    "image_url": "https://news.stocktwits-cdn.com/large_Core_Weave_jpg_b1a99c6298.webp",
    "confidence": 0.9,
    "assets_tags": [
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    ],
    "published_at": "2026-09-19T21:43:21Z",
    "article_sentence": "“Substantially, all of it is tied to our already signed customer contracts that we intend to bring online this year as we expect to double our active power capacity to more than 1.7 gigawatts by year-end,” he said during a post-earnings call with analysts."
  }
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