CoreWeave Forecasts Revenue Doubling in 2026, Market Cap Could Exceed $104 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Should l Buy CRWV?
Source: NASDAQ.COM
- Revenue Growth Potential: CoreWeave forecasts its revenue will reach nearly $12 billion in 2026, reflecting a 165% increase from $5.1 billion in 2025, showcasing its strong growth potential in the AI data center market.
- Data Center Expansion: As of Q3 2025, CoreWeave operates 41 dedicated AI data centers in the U.S. and Europe, offering 590 megawatts of active power capacity, with plans to bring at least 1 gigawatt of new capacity online in the next two years to meet rising demand.
- Contract Growth: CoreWeave's revenue backlog approached $56 billion at the end of Q3 2025, growing nearly fourfold year-over-year, indicating strong contract acquisition capabilities in the AI sector and optimistic growth prospects ahead.
- Market Valuation Upside: Although CoreWeave's stock trades at 9.3 times sales, slightly above the U.S. tech sector's 8.7 times, its robust growth and substantial revenue backlog position it for a potential market cap doubling to over $104 billion by 2026.
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Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise
25 Analyst Rating
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 95.450
Low
68.00
Averages
123.23
High
180.00
Current: 95.450
Low
68.00
Averages
123.23
High
180.00
About CRWV
CoreWeave, Inc. is a cloud infrastructure technology company. The Company offers the CoreWeave Cloud Platform, which consists of software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure. Its CoreWeave Cloud Platform is an integrated solution that is purpose-built for running AI workloads such as model training and inference. Its solutions include infrastructure services, managed software services, and application software services. Its Infrastructure Services provide its customers with access to advanced graphics processing unit (GPU) and central processing unit (CPU) compute, highly performant networking, and storage. Its Managed Software Services include CKS, a flexible virtual private cloud and a bare metal service that runs kubernetes directly on high-performance servers. Its Application Software Services build on top of its infrastructure and managed software services, integrating additional tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Flexible Business Model: By renting out Nvidia's top GPUs, CoreWeave offers customers on-demand services that meet their needs for speed and flexibility while reducing infrastructure costs.
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See More
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- Flexible Business Model: The company offers a rental service for Nvidia's top graphics processing units (GPUs), allowing customers to rent by the hour, which reduces the costs associated with building their own data centers, thereby enhancing customer experience and satisfaction.
- Infrastructure Expansion Challenges: Despite high customer demand, CoreWeave's main challenge lies in building sufficient infrastructure to meet this demand, which involves taking on debt risks that could impact its financial stability.
- Close Collaboration with Nvidia: CoreWeave's close relationship with Nvidia enables it to quickly provide customers with the latest AI systems, and Nvidia's investment in the company also instills confidence in CoreWeave's future growth prospects.
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- Video Content Overview: The video discusses recent updates affecting Nebius and other AI stocks, providing in-depth analysis of market trends aimed at helping investors better understand the current investment landscape.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on the special offer link below, indicating the content creator's desire to enhance viewer engagement and expand the channel's influence and audience base.
- Market Focus: As the AI industry rapidly evolves, investor interest in related stocks continues to rise, with Nebius's performance potentially serving as a key indicator of the overall health of the sector.
See More
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- Market Performance Comparison: The Motley Fool Stock Advisor boasts an average return of 899%, significantly outperforming the S&P 500's 194%, indicating a preference for quality stocks, and Nebius's exclusion could limit its future performance.
- Historical Return Examples: The video highlights that Netflix and Nvidia previously yielded impressive returns of 420,595% and 1,152,356% respectively when recommended, underscoring the importance of selecting quality stocks, which Nebius fails to match.
- Investor Community Engagement: Motley Fool encourages investors to join its community for the latest investment advice and stock recommendations, and Nebius's omission may impact its reputation and visibility among investors.
See More
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- Post-IPO Stock Volatility: CoreWeave successfully went public on March 28, 2025, raising $1.5 billion at $40 per share, but its stock soared to $183.58 before plummeting due to infrastructure issues and merger failures, reflecting market concerns about its business model.
- Merger Deal Termination: On October 30, 2025, Core Scientific announced it lacked sufficient shareholder votes to approve its merger with CoreWeave, leading to a termination of the agreement and a 6.33% drop in CoreWeave's stock price, indicating diminished market confidence in its growth prospects.
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