CoreWeave, Inc. CRWV shares have fallen 17.4% over the past three months, putting attention on whether the pullback reflects temporary execution pressure or risks that could persist. The split is sharp. Revenues and contracted demand are expanding rapidly, but the infrastructure required to serve that demand is pushing capital expenditures, interest expense and balance-sheet needs higher. Investors are weighing substantial growth visibility against the cost of delivering it. CoreWeave's Growth Case Still Looks Powerful Second-quarter revenues rose 112% year over year to $2.575 billion, while revenue backlog reached $104.2 billion, up 246%. That backlog excludes more than $25 billion of net new customer commitments added in early third-quarter 2026.
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