CoreWeave
CRWVMarket price data through August 20, 2026.
Performance
Mar 2025 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +9%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$82
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- February 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 6 months
- How long Benson has been tracking this pick.
About CoreWeave
CoreWeave rents out enormous data centers packed with NVIDIA chips to companies like Microsoft, Meta, OpenAI, and Anthropic so they can build and run their AI systems. Think of them as the landlord of the AI boom, owning the buildings and the machines everyone else needs. They went public in 2025 and have already locked in roughly 67 billion dollars of future business under signed contracts.
The case for and against
Both sides of the story, in plain English.
- Backlog Bonanza
CoreWeave's signed but not yet delivered business sits at 66.8 billion dollars, and new deals could push it toward 90 billion. Meta extended through 2032 for 21 billion dollars, Jane Street signed on for 6 billion, and Anthropic joined to help power Claude. Revenue grew 168% to more than 5 billion dollars, the fastest any cloud company has ever reached that mark.
- Power Pipeline
CoreWeave finished the year with 850 megawatts of live power and 3.1 gigawatts under contract. Management is targeting 1.7 gigawatts live by the end of 2026 and 5 gigawatts contracted by 2030. NVIDIA also put 2 billion dollars into the company directly, which is a strong vote of confidence from the one supplier that matters most.
- CapEx Crunch
CoreWeave plans to spend 30 to 35 billion dollars building out capacity in 2026, more than triple the 10.3 billion it spent in 2025. Debt already sits near 21.6 billion dollars and keeps growing to pay for it. Free cash flow is not expected until 2029, so the company leans on borrowing every single quarter.
- Customer Concentration
Microsoft still drives roughly 67% of revenue, so one customer holds enormous sway over the whole business. The company is also still losing money, with net margins around negative 26%, weighed down by heavy equipment costs and interest payments. If a big customer slows down or builds its own chips, CoreWeave could be stuck with billions in idle hardware.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-20. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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