{NAS.CRWV}
Full-Year FY 2026 Guidance: The company has reaffirmed full-year revenue guidance of $12.0 billion to $13.0 billion (with consensus currently sitting at $12.6 billion). This represents an incredible ~146% year-over-year growth rate compared to FY 2025 revenue of $5.13 billion.
You're not a member! Trial today
- Management secured over $20 billion of financing this year, with no material debt maturities before 2029 despite elevated leverage.
- Ten customers have committed at least $1 billion each, while the financial services backlog alone has approached $10 billion.
- The stock now trades near 3.5x FY2026 revenue despite consensus expecting revenue to nearly double to $25 billion next year.
