Listed on the NASDAQ in March 2025, CoreWeave’s share price has risen 169 % since its IPO, reaching $107.73 on August 13, 2026, giving the company a market cap of $59 billion. In Q2 2026, the group posted record revenue of $2.58 billion, up 112 % year-on-year, and a first positive adjusted operating profit of $128 million, despite a widened net loss of $626 million weighed down by $640 million in interest charges. The order book reached approximately $104 billion, including a $21 billion deal with Meta through 2032 and a multi-year contract with Anthropic, while management targets 2026 revenue of $12.4 to $13.2 billion with capital expenditures of $35 to $39 billion. The case balances exceptional growth and a strategic position at the heart of AI infrastructure against massive debt and high volatility, all dependent on continued massive AI spending.
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