CoreWeave - CoreWeave's cloud data center infrastructure is experiencing high demand due to the need for AI model training and inferencing, with a backlog of $30.1 billion at the end of Q2 2025, nearly double the year-to-date amount [4] - The company is aggressively expanding its data center capacity, aiming to increase from 470 megawatts to 900 megawatts by the end of 2025, and has secured 2.2 gigawatts for future buildouts [6] - In Q2, CoreWeave's revenue surged 207% year over year to $1.2 billion, and adjusted operating income increased 135.3% year over year to $200 million [7] - Analysts project revenue growth from $5.26 billion in 2025 to $30.1 billion in 2030, with expectations of profitability by 2027 [10] - If growth continues, CoreWeave's market capitalization could reach between $267.9 billion and $373.2 billion by 2030, representing a potential multibagger opportunity [11] MongoDB - MongoDB's document-based database is becoming essential for AI infrastructure, offering a complete solution for transactional data, search, and AI features [12] - In Q2 of fiscal 2026, MongoDB's revenue increased 24% year over year to $591.4 million, with its cloud-based Atlas service growing 29% year over year [14] - The company added 2,800 new customers, bringing the total to 59,900, while gradually reducing net losses [14] - MongoDB trades at 12 times sales, below its five-year average of 14.9, with revenue expected to grow from $2.36 billion in fiscal 2026 to $5.36 billion in fiscal 2031 [15] - If the P/S multiple returns to its historical average, MongoDB's market capitalization could reach around $79.6 billion, nearly three times its current market cap of $26.58 billion [15]
2 Growth Stocks That Could Be Multibaggers in 5 Years