CoreWeave: The Best Way To Play The Data Center Boom

Gary Alexander33.6K FollowersFollow5ShareSavePlay(15min)CommentsSummaryCoreWeave (CRWV) is initiated at Buy, leveraging AI-driven demand and multi-year, recurring revenue deals to underpin a robust long-term growth thesis.CRWV targets $17–$19B ARR by FY26 and over $30B by FY27, with 25–30% adjusted operating margins and a $66.8B backlog supporting visibility.Recent marquee deals with Meta and Anthropic, plus innovative financing structures, reinforce CRWV’s ability to scale profitably and lower its cost of debt.Key risks include customer viability and ongoing access to favorable financing, but positive catalysts and backlog momentum support staying long. denisik11/iStock via Getty Images We’re at a crossroads in the stock market right now, with the S&P 500 largely shaking off the initial woes after conflict in Iran began brewing. The question for investors now is: how can we best position ourselves for a snapback to aThis article was written byGary Alexander33.6K FollowersFollowWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRWV either through stock ownership, options, or other derivatives. 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.