Coreweave's current valuation of $58 billion against projected revenues of $12.4-$13.2 billion is not an excessive multiple, suggesting significant upside if the company executes.
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Coreweave's Massive Backlog is Huge
Aug 26, 2026
The creator discusses Coreweave's valuation, noting that its current market value of $58 billion against projected revenues of $12.4-$13.2 billion this year does not represent an excessive multiple, especially if the company continues to execute. The bull case relies on continued execution and demand for compute, while the bear case centers on potential delays in projects, data centers, or demand, which could significantly impact the stock.
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