Key Stats for CoreWeave Stock
- Price change for CoreWeave stock Today: 11%
- $CRWV Stock Price as of Apr. 10: $102
- 52-Week High: $187
- $CRWV Stock Price Target: $122
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What Happened?
CoreWeave (CRWV) stock jumped 11% on Friday after the company announced a multi-year agreement with Anthropic to power Claude, Anthropic’s AI model.
- The deal adds Anthropic to a list that now includes nine of the top ten foundational AI model providers running on CoreWeave’s platform.
- The only major holdout is Elon Musk’s xAI.
The timing is notable.
- The Anthropic deal came just one day after Meta committed to spending an additional $21 billion with CoreWeave, on top of a prior $14.2 billion commitment announced in September.
That’s a lot of demand landing in a very short window.
Anthropic’s side of the business is growing fast.
- The company said Monday that its annual revenue run rate has crossed $30 billion, up from $9 billion at the end of 2025.
- Claude and its AI coding assistant, Claude Code, have both seen a sharp spike in usage this year.
- For CoreWeave, landing Anthropic as a customer is a meaningful vote of confidence in its infrastructure.
The deal will begin with a phased infrastructure rollout and could expand over time. CoreWeave didn’t disclose the financial terms.
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What the Market Is Telling Us About CoreWeave Stock
CoreWeave stock has been building momentum on the back of a string of major customer wins.
The company’s Q4 2025 earnings told a strong story —
- Full-year revenue of $5.1 billion, up 168% year-over-year,
- Contracted revenue backlog of $66.8 billion
- For 2026, management is guiding for $12 billion to $13 billion in revenue, roughly 140% growth at the midpoint.
That growth comes with a heavy price tag.
- CoreWeave plans to spend $30 billion to $35 billion in capital expenditures in 2026, more than double last year’s.
- The company already held $21 billion in debt at the end of 2025, added another $8.5 billion in March, and is now raising an additional $3 billion to fund the Meta deal.
- CEO Mike Intrator was direct about it on CNBC: scaling is expensive.
The bull case for CoreWeave stock rests on the idea that the debt load is manageable because nearly all of it is tied to long-term, take-or-pay contracts with some of the world’s most creditworthy companies.
With nine of the top ten AI model providers now on the platform, that argument is getting harder to dismiss.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
