--- title: "CoreWeave Seeks $4B Loan as CEO Addresses Debt Fears; Analysts See 78% Upside" type: "News" locale: "en" url: "https://longbridge.com/en/news/305255123.md" description: "CoreWeave plans to raise at least $4 billion via an investment-grade loan led by Morgan Stanley and MUFG, aiming to lower borrowing costs compared to its current high-yield bonds. This follows a Q3 revenue surge of 168% YoY to $3.66 billion and a raised 2026 forecast. CEO Michael Intrator addressed debt concerns, canceling planned stock sales, while analysts project a 78% upside for CRWV stock." datetime: "2026-11-12T05:15:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/305255123.md) - [en](https://longbridge.com/en/news/305255123.md) - [zh-HK](https://longbridge.com/zh-HK/news/305255123.md) generator: "portal-rs" --- # CoreWeave Seeks $4B Loan as CEO Addresses Debt Fears; Analysts See 78% Upside CoreWeave (CRWV) is reportedly planning to raise at least $4 billion through a new investment-grade loan, following a sharp increase in its full-year revenue forecast. The funding would help the AI cloud firm expand its data center business. According to *Bloomberg*, Morgan Stanley (MS) and Mitsubishi UFJ Financial Group (MUFG) are leading the proposed financing. The deal could come to market as soon as next week, although the plans are not yet final. The loan is expected to be offered to investors in phases. CoreWeave may use its chips and customer contracts as backing, as it has done in past debt deals. ## **New Loan Could Lower Borrowing Costs** CoreWeave has relied on debt to fund its data center expansion. In March, the company raised $8.5 billion through a loan backed by customer contracts with Meta Platforms (META). That deal included a floating-rate loan priced 2.25 percentage points above the Secured Overnight Financing Rate (SOFR) and a fixed-rate part carrying an interest rate of about 5.9%. For the new loan, early talks point to a yield of 7% to 7.5%. This is about half the yield on the company's current high-yield bonds and could help reduce its borrowing costs. ## **CoreWeave Raises 2026 Revenue Forecast** On November 10, CoreWeave reported better-than-expected Q3 FY26 results and raised its 2026 revenue forecast to $13 billion to $13.3 billion. This was above its prior outlook and the Wall Street average estimate of $12.9 billion. Q3 revenue jumped 168% year-over-year to $3.66 billion. However, the company reported a net loss of $709 million, while interest costs reached $846 million during the quarter. ## **CEO Addresses Debt and Share Sale Concerns** On the earnings call, CEO Michael Intrator said, "Looking ahead, we will not use the unsecured debt market to fund our business at current yields, nor do we need to." His comments helped ease concerns about CoreWeave's reliance on debt to fund data center growth. Separately, Intrator told *CNBC* that he had canceled his planned stock sales. Any future sales will be limited to restricted stock units needed to cover routine tax payments. He also said CoreWeave's data center plans would not be delayed by the recent U.S. midterm election results. CoreWeave has secured $9 billion in customer prepayments and deposits, which he described as its cheapest source of funding. ## **What Is the Forecast for CRWV Stock?** On TipRanks, CRWV has a Moderate Buy consensus rating based on 21 Buys, seven Holds, and three Sell ratings. The average CoreWeave price target of $107.96 implies 77.7% upside potential from current levels. ### Related Stocks - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [CORD.US](https://longbridge.com/en/quote/CORD.US.md) - [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md) - [CRWU.US](https://longbridge.com/en/quote/CRWU.US.md) - [CRWX.US](https://longbridge.com/en/quote/CRWX.US.md) - [CWVX.US](https://longbridge.com/en/quote/CWVX.US.md) - [CWY.US](https://longbridge.com/en/quote/CWY.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [MS.US](https://longbridge.com/en/quote/MS.US.md) - [MUFG.US](https://longbridge.com/en/quote/MUFG.US.md) ## Related News & Research - [CoreWeave Heads Into Earnings With AI Demand Red-Hot and Debt Under the Microscope](https://longbridge.com/en/news/305043404.md) - [CoreWeave turns to customer prepayments, shorter contracts to fund AI growth](https://longbridge.com/en/news/305209198.md) - [CoreWeave’s 168% Q3 Revenue Growth Splits Analysts: One Sees It ‘Continuing to Destroy Value’](https://longbridge.com/en/news/305198021.md) - [CoreWeave Q3 earnings on deck: What to expect](https://longbridge.com/en/news/304877049.md) - [CoreWeave finds a workaround to capital constraints—for now](https://longbridge.com/en/news/305153630.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**