CoreWeave’s $30.1B backlog equals nearly 6x projected FY 2025 revenue, ensuring multi-year contracted growth visibility and stability. Q2 FY 2025 backlog surged 86% YoY, doubling YTD from $15B, driven ...
I initiate a Hold rating on PLOW, with a $32 PT, as cost-out initiatives and a strong backlog provide margin stability through FY26E. Solutions segment outperformance and near-record backlog offer ...