CoreWeave Stock Jumps 163% Since IPO on Strong AI Demand

Earnings Impact 4
โดย The Motley Fool·US·Read original
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CoreWeave shares have surged 163% since the company's March initial public offering, and its latest quarterly results suggest the AI data center provider could become a multibagger by 2028. Second-quarter revenue jumped 112% year over year to $2.58 billion, beating the $2.56 billion consensus estimate, while its adjusted loss per share of $1.03 was narrower than the $1.20 analysts expected. The company raised its 2026 revenue guidance to a range of $12.4 billion to $13.2 billion and now expects to exit the year with annualized run rate revenue of $19 billion. CoreWeave's revenue backlog climbed to $104.2 billion from $30.1 billion a year earlier, and it has already received $25 billion in net new customer commitments in the current quarter. With 4.2 gigawatts of contracted power capacity and a sales multiple of 7.2 times, the stock could reach a $205 billion market cap by 2028 if it hits $41 billion in revenue.

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