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Is The Market Completely Mispricing CoreWeave Stock?
With the stock beaten down by concerns over spending, the market seems to be missing a critical number that signals a far more durable and diversified business.
It’s not hard to see why investors are cautious on CoreWeave (CRWV) stock. Shares are down 32% over the last 12 months, and the company is spending large sums on capital expenditures. Some market bears argue it is a hyper-growth story accompanied by immense debt and execution risk. But buried beneath the headline, spending is one number that changes the calculus on that risk.
As of its latest report, CoreWeave now has 10 customers committed to spending at least $1 billion each on its platform. This isn’t just another data point about its nearly $100 billion revenue backlog. It’s a signal about the quality and diversification of that backlog, which is the market’s single biggest concern.
CoreWeave: The Liabilities Keep On Piling Up (NASDAQ:CRWV)
CoreWeave, Inc. (CRWV) has lost over 11% since my last Strong Sell rating on the firm following the Q1 earnings release that I believe reinforced my Sell thesis that CoreWeave is
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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Wall Street Expects CoreWeave's Revenue to Double in 2026 and 2027. Is the Stock a Buy?
CoreWeave (NASDAQ: CRWV) is one of the fastest-growing stocks on the market. Wall Street analysts expect huge revenue growth over the next two years, with 2026's revenue expected to rise 147% year over year and 97% in 2027.
Those are incredible growth rates, and will result in CoreWeave's revenue rising from $5.1 billion at the end of 2025 to nearly $25 billion by the end of 2027 (if projections pan out).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
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