CoreWeave stock faces lockup expiry

CoreWeaves second earnings as a public company comes as most Class A shares may unlock, with a high profile all stock deal shaping the risk landscape.

CoreWeave Faces Selling Pressure as Lockup Expiry Approaches

CoreWeave will release its second earnings as a public company this afternoon, ahead of the IPO lockup expiry. About 83 percent of Class A shares could become tradable, which could put pressure on the stock after a strong run this year. The company has surged about 225 percent in 2025, a pace that often tests investor nerves when insiders can sell.

The firm is pursuing a $9 billion all stock acquisition of Core Scientific, a move that has drawn mixed reactions from shareholders. Analysts disagree on when the lockup ends, and some see room for interpretation in the S 1 filing which could delay or complicate the expiry. For the June quarter, the market expects an adjusted loss of 0 23 per share on revenue around 1 08 billion. Some banks see room for a beat if demand for AI infrastructure remains strong, while others warn that high expectations and timing risk could buffet the stock.

The situation at CoreWeave highlights a broader trend in AI infrastructure stocks where growth stories collide with the practicalities of funding and governance. A looming lockup expiry adds a near term pressure point that can amplify volatility, even if the company is pursuing a long run expansion through partnerships and acquisitions. The Core Scientific deal signals ambition but also raises questions about execution risk, balance sheet health, and the true value of an all stock approach in a volatile market. Investors should balance headline growth with cash flow reality and the cadence of big customer bookings that can swing quarterly results.

Highlights

Investors should monitor the lockup clock and the deal progress as signals of future cash flow shape.