Did CoreWeave provide any guidance for Q3 2025 or fullâyear 2025 revenue, margins, or capital spending?
Answer: No. In its secondâquarterâ2025 earnings release, CoreWeave did not disclose any forwardâlooking guidance for Q3âŻ2025, fullâyear 2025 revenue, margins, or capitalâexpenditure plans. The press release only highlighted the Q2 results and a management quote about continued scaling; no numerical forecasts or spending outlook were provided.
Trading implications: The lack of explicit guidance adds uncertainty to the stockâs valuation for the remainder of the year. Investors will have to rely on the strong Q2 fundamentals, historical growth rates and the broader AIâcloud market tailwinds to price the shares. In the short term, the market may reward the upbeat âmomentum across every dimensionâ narrative, but the absence of guidance can keep the stock vulnerable to a sellâoff if subsequent data (e.g., Q3 results) miss expectations. Technical traders should watch the 20âday and 50âday moving averages; a break above the recent resistance (around the prior high) could trigger a momentumâplay rally despite the missing guidance, while a failure to hold that level may invite profitâtaking. In the meantime, consider a modest long position with a tight stop just below the 20âday EMA, or a shortâterm swing trade if the price stalls below the breakout level.