CoreWeave, Inc. Class A Common Stock (CRWV) — the peer cohort

As of 2026-09-18 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

CoreWeave, Inc. Class A Common Stock ranks 15 of 16 in its cohort on the Closelook composite (33/100) — the cohort is led by SK Hynix Inc at 68/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
CRWV CoreWeave, Inc. Class A Common Stock	33	13	20	13	bear	48%
CGNX Cognex Corporation	58	60	60	20	watch	16.5%
DELL Dell Technologies Inc	63	98	53	42	bull	0.9%
IREN IREN Ltd	28	15	18	9	neutral	43.4%
LSCC Lattice Semiconductor Corporation	52	43	45	20	bear	30.9%
ORCL Oracle Corporation	46	13	62	40	info	56.1%
ROK Rockwell Automation Inc	52	47	70	30	watch	17.6%
S SentinelOne Inc	48	93	23	14	bull	4.4%
TEAM Atlassian Corp Plc	54	97	38	23	bull	2.2%
000660.KS SK Hynix Inc	68	36	94	74	bull	41.6%
005930.KS Samsung Electronics Co Ltd	68	48	73	80	bull	32.6%
0268.HK Kingdee International Software Group Co Ltd	50	22	34	44	bear	60%
042700.KS Hanmi Semicon	51	7	80	19	neutral	47.1%
0522.HK ASM Pacific Technology Ltd	43	51	27	35	bull	34.5%
0992.HK Lenovo Group	58	97	39	35	bull	5.1%
0ZC.DE ZSCALER INC. DL-,001	40	63	37	23	—	—

Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-09-18

Quick answers

Who are CoreWeave, Inc. Class A Common Stock's peers in the Closelook universe?

The cohort is drawn from shared Closelook index membership first, then sector: Cognex Corporation (CGNX), Dell Technologies Inc (DELL), IREN Ltd (IREN), Lattice Semiconductor Corporation (LSCC), Oracle Corporation (ORCL), Rockwell Automation Inc (ROK), SentinelOne Inc (S), Atlassian Corp Plc (TEAM) and others.

How does CRWV score against its peers?

CoreWeave, Inc. Class A Common Stock's composite reads 33/100, ranking 15 of 16 in its cohort as of 2026-09-18; the cohort's highest composite is SK Hynix Inc at 68/100. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

Where CRWV appears in the diary — 20 pieces, newest first. Every link is our own writing.

Go deeper

Agentic Infrastructure Software: The Orchestration LayerFoundation models, compute middleware, and the platforms enabling autonomous AI agents at scale.Dossier · $39 one-time, or included in C+

Long reads

Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026Together AI · Fireworks · Anyscale (Ray Serve) · Replicate · Modal · CoreWeave · Nebius (NBIS) Data Platforms & Vector Storage Layer 2 — The Memory Layer This is the persistence bottleneck — the single most critical infrastructure gap for…
Portfolio Construction — Build a Barbell · Closelook Heresy IIIHeresy · 16 May 2026Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026The 16-Event Timeline (2023-07-12 → 2026-05-12) 2024 2025 2026 RXRX 23-07 ARM 23-09 APLD 24-09 NBIS 24-12 MRVL 25-03 CRWV 25-03 INTC 25-09 NOK 25-10 SNPS 25-12 LITE COHR 26-03 IREN 26-05 GLW 26-05 exit RXRX exit APLD exit ARM Tier 1 …
Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 PreviewWeekly Signal · 10 May 2026CoreWeave printed a −11% drop on Friday after softer Q1 revenue guidance and now sits at $114.15 — up roughly 31% from NVIDIA's $87.20 entry, but well off its $187 summer 2025 peak.

101 and glossary

Alt-Hyperscalers: Why CoreWeave, Nebius, and Lambda Labs Matter101A new class of cloud providers — CoreWeave, Nebius (ex-Yandex), Lambda Labs, Together AI, and others — is challenging the AWS/Azure/GCP oligopoly by offering what the hyperscalers cannot or will not: bare-metal GPU access without…

Dailies

Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026The other three on the hike: Agentic Winners 40 −1.3% to 921.21 — Applications −1.5%, UiPath −4.2%, CoStar −3.8%, Duolingo −3.7%, Intuit −3.4%, Adobe −2.8%, ServiceNow −1.5%, Microsoft −1.4%, Oracle +2.0%; HALO −0.3% to 1,005.06, Energy…
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The components priced on a race are being sold: Astera Labs −9.9%, Arm −8.9%, SK Hynix’s US line −7.3%, Lam Research −7.2%, Marvell −6.3%, SanDisk −6.3%, Micron −5.6%, Super Micro −5.5%, CoreWeave −5.2%, Intel −5.0%, AMD −4.8% to $491…
Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%Morning 10 · 11 Sept 2026Agentic Ecosystem −0.6%: Zhipu AI −10.3% in Hong Kong on Thursday, CoreWeave −6.1%, Nebius −5.1%; MongoDB +4.3%, OVHcloud +4.3%, Security +0.4% and Operations +0.7% the two groups up.
Stocks snap a four-day losing streak as oil slips under $100 and chips bounce 2% — despite core inflation hotter than hoped and Fed hike odds at 82%; Oracle gives back its entire after-hours jumpMidday 10 · 11 Sept 2026The large names and the average stock both participate: Apple +2.4% at $334 a day before iPhone 18 Pro pre-orders, Meta +1.3%, Broadcom +1.3%, CoreWeave +1.9%, equal-weight S&P +0.8% — Cloudflare −1.2% the software exception
Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026The software ETF itself still fell 0.8%: Shopify −5.5%, ServiceNow −2.3%, Salesforce −2.0%, CoreWeave −4.9%, IonQ −5.8%.
Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026The one exception inside agentic software was the compute layer: CoreWeave +11.7%, Nebius +7.7%, IREN +5.0%, DigitalOcean +12.6%, lifting our Compute Operators sub-index 3.3% and 11.0% on the week.
The Treasury buys duration with bills, hard assets read it first — Bitcoin toward 70,000, gold through 4,400, as the minutes turn hawkish and Korea answers its crash with a buybackMorning 10 · 20 Aug 2026SOXX −2.21%, XSD −2.79%, SMH −1.55% Wednesday even as the DRAM ETF held flat +0.07% to 55.14; singles AMAT −3.53% (496.17), LITE −5.23%, COHR −6.19%, FN −5.81% (454.55), NBIS −9.87%, CRWV −2.47%.
Quiet index, violent sorting — memory rips, Cisco pays for its beat, and the bonds reclaim the floorMidday 10 · 13 Aug 2026CoreWeave & Nebius — day-two retention passes