CoreWeave盘前大跌,三季度利润指引区间低于预期

老虎资讯综合
Aug 13, 2025

周三,英伟达概念股 CoreWeave, Inc. 盘前大跌超10%,公司Q2营收为12.13亿美元,同比大增206.75%,高于市场预期的10.8亿美元,一季度同比增长420%。二季度,稀释后每股收益(EPS)为-0.6美元,同比亏损收窄约63%;但减亏步伐不及华尔街预期,分析师预期为-0.52美元。

公司预计三季度营收预计为12.6亿至13亿美元,高于分析师预期12.5亿美元。CoreWeave还上调了全年营收指引:预计营收为51.5亿至53.5亿美元,此前预计49亿至51亿美元。

不过,整个三季度调整后营业利润指引区间都低于分析师预期,区间的低端较分析师预期低16.7%、高端低1%,指引区间中值较预期低8.3%。全年的营业利润指引区间保持不变。

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