消息面上,花旗将CoreWeave目标价从158美元下调至142美元;与此同时,公司多位核心高管持续减持:首席发展官Brannin McBee于8月3日依据10b5-1计划累计减持约13.4万股,成交价区间为70.53至85.62美元;CEO Michael Intrator近期亦拟减持20万股,过去三个月已累计出售300万股。此外,公司此前发债收益率高于SOFR逾5.5个百分点、整体融资成本超10%,信用评级为垃圾级,债务压力仍受市场关注。下次财报将于8月11日盘后公布,市场预期当季营收同比增长约137%。
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