05/21/2025, 04:57 PM UTC
CoreWeave彻底改变了游戏规则CoreWeave Just Changed The Game
1. CoreWeave现有收入积压订单达299亿美元，预计未来4-5年每年转化20%-25%，2026财年收入预计为60亿-74.8亿美元；2. EBITDA利润率有望稳定在30%-32%，2026年EBITDA或达17.9亿-23.9亿美元；3. 按当前520亿美元企业价值计算，公司EV/EBITDA倍数为22-29倍，基于25倍倍数测算估值可达598亿美元，较当前有15%上涨空间。1. CoreWeave's $29.9B revenue backlog is expected to convert 20-25% annually over 4-5 years, with FY2026 revenue projected at $6.0B-$7.48B; 2. EBITDA margins are forecasted to stabilize at 30-32%, yielding $1.79B-$2.39B in FY2026; 3. At a $52B enterprise value, the stock trades at 22-29x forward EV/EBITDA, with a potential 15% upside to a $59.8B valuation based on a 25x multiple.---
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