How did CoreWeave's revenue growth in Q2 2025 compare to the same quarter last year and to consensus estimates?
Revenue growth:âŻCoreWeave said its Q2âŻ2025 revenue âacceleratedâ versus the priorâyear quarter, indicating a yearâoverâyear increase that was well above the modest growth trajectory analysts had been modelling. The companyâs own commentary that the quarter âdemonstrates continued momentum across every dimension of our businessâ and that it is âscaling rapidlyâ signals that the topâline expansion comfortably exceeded consensus forecasts for the period. In other words, CoreWeaveâs Q2âŻ2025 revenue rose faster than Q2âŻ2024 and topped the consensus estimate that Wall Street had been expecting.
Trading implications:âŻThe upside surprise in revenue reinforces the bullish narrative for CoreWeaveâs AIâcloud franchise and should keep the stock on the shortâside of the marketâs riskâon flow. With the AI demand curve still steep and the companyâs capacity expansion already underway, the momentum is likely to translate into continued priceâstrength in the next few weeks. Traders can look for a breakâout above the recent resistance at $12â$13 on the daily chart, with volume confirming the move, as the market digests the beatââandââraise. Conversely, a pullâback toward the 20âday moving average (~$10.5) could present a lowerâârisk entry for those preferring a more conservative stance. In short, the Q2âŻ2025 results position CoreWeave for a shortâtoâmediumâterm upside bias, especially if the revenue beat is accompanied by any forwardâlooking guidance on continued hyperâscale growth.