CoreWeave (CRWV) Q3 Earnings Preview: Options Traders Anticipate 16.75% Volatility
CoreWeave's third-quarter earnings report, due after market close on November 10, is expected to trigger significant price action. Options markets are pricing in a 16.75% swing—substantially higher than the company's 11.7% average post-earnings MOVE over the past two quarters.
The AI-powered cloud computing firm faces heightened scrutiny as Wall Street forecasts a $0.40 loss per share on $1.29 billion revenue. Market participants will scrutinize data center expansion, customer acquisition, and AI workload demand for signals about CoreWeave's ability to maintain growth amid intensifying competition.
Capital expenditure guidance and partnership announcements could prove pivotal. The implied volatility suggests traders anticipate material updates about the company's capacity to balance rapid expansion with cost discipline in the AI infrastructure arms race.
