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CRWV or PATH or RBRK
CoreWeave (CRWV) vs UiPath (PATH) vs Rubrik (RBRK) Earnings Recap: Recent Reports Signal AI Momentum
Key Takeaways
- CRWV delivered Q4 2025 revenue of $1.57B, up 110% YoY, with a massive $66.8B backlog highlighting AI cloud demand.
- PATH Q4 FY2026 revenue hit $481M (14% YoY growth), ARR at $1.853B (11% up), achieving first full-year GAAP profitability.
- RBRK Q4 FY2026 earnings due March 12; Q3 FY2026 revenue $350M beat estimates, EPS $0.10 vs. -$0.17 expected.
- All three showcase robust AI-related growth, but CRWV leads in revenue scale while PATH and RBRK focus on profitability strides.
Earnings Context and Competitive Landscape
These AI-centric firms operate in overlapping tech ecosystems: CRWV powers GPU cloud infrastructure, PATH automates processes via RPA/agentic AI, and RBRK secures data in cloud/AI environments. Recent earnings underscore investor focus on AI scalability, with revenue surges amid profitability pressures. Timing of reports allows cross-comparison of growth trajectories in a high-demand sector.
Rubrik (RBRK) Focus
RBRK, with FY end January 31, reports Q4 FY2026 on March 12 after close. Analysts forecast $342M revenue (33% YoY) and -$0.11 EPS. Prior Q3 FY2026 beat: $350M revenue, $0.10 EPS (vs. -$0.17 est.), Subscription ARR up 38% YoY to levels supporting $1.28B FY revenue guide. Zero Trust Data Security platform drives cyber recovery demand.
CoreWeave (CRWV) Context
CRWV (FY end Dec 31) posted Q4 2025 revenue $1.57B (110% YoY), FY $5.13B (168% up), but EPS -$0.89. Backlog ballooned to $66.8B from long-term AI contracts; next earnings est. May 13. Explosive growth reflects GenAI hyperscaler positioning, though capex-intensive.
UiPath (PATH) Context
PATH (FY end Jan 31) Q4 FY2026 revenue $481M (14% YoY), ARR $1.853B (11% up), net new ARR $70M. Non-GAAP EPS $0.30 beat est.; FY revenue $1.61B, first GAAP profitable year. Q1 FY2027 guide $395-400M. Agentic automation gains traction in healthcare/finance.
Head-to-Head Earnings and Market Comparison
CRWV dominates revenue growth (110% Q4) and scale ($43B mkt cap), but trails in profitability (losses widen). PATH ($6B mkt cap) excels in margins (GAAP profit), steady ARR; RBRK ($11B mkt cap) shows EPS beats, 38% ARR growth. Risks: CRWV capex burn; PATH/RBRK sales cycles. Sentiment favors AI infrastructure over software amid hyperscaler deals.
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Tickeron AI Verdict
Tickeron AI favors CRWV (65% probability) due to unmatched revenue hypergrowth, $66.8B backlog securing multi-year visibility, and AI cloud primacy. RBRK (20%) next for beats/ARR; PATH (15%) lags on deceleration despite profits.
Disclaimer
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Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRWV’s FA Score shows that 0 FA rating(s) are green whilePATH’s FA Score has 0 green FA rating(s), and RBRK’s FA Score reflects 0 green FA rating(s).
- CRWV’s FA Score: 0 green, 5 red.
- PATH’s FA Score: 0 green, 5 red.
- RBRK’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRWV’s TA Score shows that 5 TA indicator(s) are bullish while PATH’s TA Score has 5 bullish TA indicator(s), and RBRK’s TA Score reflects 5 bullish TA indicator(s).
- CRWV’s TA Score: 5 bullish, 5 bearish.
- PATH’s TA Score: 5 bullish, 3 bearish.
- RBRK’s TA Score: 5 bullish, 3 bearish.
Price Growth
CRWV (@Computer Communications) experienced а +14.56% price change this week, while PATH (@Computer Communications) price change was +10.98% , and RBRK (@Computer Communications) price fluctuated +19.47% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +22.06%. For the same industry, the average monthly price growth was +9.95%, and the average quarterly price growth was +11.82%.
Reported Earning Dates
CRWV is expected to report earnings on May 20, 2026.
PATH is expected to report earnings on Jun 03, 2026.
RBRK is expected to report earnings on Jun 16, 2026.
Industries' Descriptions
@Computer Communications (+22.06% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| CRWV | PATH | RBRK | |
| Capitalization | 62.5B | 5.45B | 10.8B |
| EBITDA | 2.47B | 73.7M | -272.13M |
| Gain YTD | 63.176 | -36.486 | -31.564 |
| P/E Ratio | N/A | 20.02 | 28.39 |
| Revenue | 5.13B | 1.61B | 1.32B |
| Total Cash | 3.16B | 1.47B | 1.68B |
| Total Debt | 29.8B | 81.2M | 1.14B |
| CRWV | PATH | RBRK | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 88% | 2 days ago 65% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 72% | 2 days ago 74% |
| Momentum ODDS (%) | 2 days ago 90% | 2 days ago 79% | 2 days ago 75% |
| MACD ODDS (%) | 2 days ago 90% | 2 days ago 76% | 2 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 90% | 2 days ago 75% | 2 days ago 83% |
| TrendMonth ODDS (%) | 2 days ago 89% | 2 days ago 80% | 2 days ago 74% |
| Advances ODDS (%) | 3 days ago 90% | 19 days ago 75% | 2 days ago 81% |
| Declines ODDS (%) | 20 days ago 90% | 9 days ago 79% | 9 days ago 86% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 79% | N/A |
| Aroon ODDS (%) | 2 days ago 90% | 2 days ago 75% | 2 days ago 81% |
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CRWV and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWV has been loosely correlated with CORZ. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if CRWV jumps, then CORZ could also see price increases.
| Ticker / NAME | Correlation To CRWV | 1D Price Change % | ||
|---|---|---|---|---|
| CRWV | 100% | -2.27% | ||
| CORZ - CRWV | 59% Loosely correlated | +2.11% | ||
| ARQQ - CRWV | 44% Loosely correlated | +1.97% | ||
| ORCL - CRWV | 43% Loosely correlated | -1.84% | ||
| INTZ - CRWV | 33% Poorly correlated | -0.38% | ||
| AISP - CRWV | 33% Poorly correlated | -2.37% | ||
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PATH and
Correlation & Price change
A.I.dvisor indicates that over the last year, PATH has been closely correlated with COIN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if PATH jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To PATH | 1D Price Change % | ||
|---|---|---|---|---|
| PATH | 100% | -1.89% | ||
| COIN - PATH | 67% Closely correlated | +3.26% | ||
| CRM - PATH | 62% Loosely correlated | +0.51% | ||
| PD - PATH | 60% Loosely correlated | -1.40% | ||
| RIOT - PATH | 60% Loosely correlated | +7.03% | ||
| CLSK - PATH | 60% Loosely correlated | +4.55% | ||
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RBRK and
Correlation & Price change
A.I.dvisor indicates that over the last year, RBRK has been loosely correlated with CRWD. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if RBRK jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To RBRK | 1D Price Change % | ||
|---|---|---|---|---|
| RBRK | 100% | +0.77% | ||
| CRWD - RBRK | 61% Loosely correlated | +1.37% | ||
| ZS - RBRK | 57% Loosely correlated | +0.26% | ||
| IOT - RBRK | 57% Loosely correlated | +3.34% | ||
| TENB - RBRK | 54% Loosely correlated | +1.68% | ||
| TWLO - RBRK | 53% Loosely correlated | +2.30% | ||
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