Seeking Alpha
02 Jul 2026, 12:36 UTC · 2h ago
CoreWeave: Biggest Backlog, Smallest Multiple
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
02 Jul 2026, 12:36 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
CoreWeave has a $99.4 billion backlog and has already sold out its 2026 capacity. — Extremely high visibility into multi-year revenue growth suggests massive demand and long-term financial stability.
+0.90Investment-grade customers now account for over 70% of CoreWeave's future commitments. — Higher credit quality of the customer base significantly reduces the risk of defaults on the large backlog.
+0.60CoreWeave is experiencing triple-digit revenue growth and increasing pricing power. — Strong top-line growth combined with the ability to raise prices indicates a dominant market position.
+0.50CRWV trades at a forward sales multiple significantly lower than peers Nebius and IREN. — A valuation gap relative to peers suggests the stock may be undervalued, presenting a potential upside for investors.
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Which stocks this story touches
Strong Buy rating supported by massive backlog, sold-out capacity, and triple-digit revenue growth.
Mentioned as a peer with a higher valuation multiple compared to CoreWeave.
Mentioned as a peer with a higher valuation multiple compared to CoreWeave.
[mutual] CoreWeave is compared to peer IREN in terms of forward sales multiples.
[mutual] CoreWeave is compared to peer Nebius in terms of forward sales multiples.
[mutual] Both are identified as peers to CoreWeave.
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