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Analyst makes major change to CoreWeave stock price target
Yahoo Finance· 2025-09-24 23:00
CoreWeave  (CRWV) is arguably 2025’s headline stock. The Nvidia  (NVDA) -backed AI-infrastructure pure-play went public at $40 on Mar. 28, 2025. Its shares have more than tripled since the IPO, and at points even quadrupled. Under the hood, its growth isn’t just a promise. In Q2 2025, CoreWeave posted a whopping $1.21 billion in sales (compared with $395 million a year ago), with its management leaning into GPU-first, bare-metal capacity for model training and inference. Moreover, the demand outlook is ...
CoreWeave (CRWV) Upgraded: Strong Demand, Supply Shortages Make It a Growth Play
Yahoo Finance· 2025-09-24 20:07
CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks on Market Radar. On September 23, Wells Fargo analyst Michael Turrin upgraded the stock from Equal Weight to Overweight with a price target of $170.00 (from $105.00). In an investor note, the analysts highlighted how Coreweave is poised to benefit from the elevated build cycle and hyperscale industry shortages into 2026. These constraints and shortages create the potential for CoreWeave to win market share. Moreover, CoreWeave is given the opportunity ...
CoreWeave to Participate in the Jefferies Virtual AI Summit
Businesswire· 2025-09-24 20:06
LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave Inc. (Nasdaq: CRWV) today announced that Chief Financial Officer Nitin Agrawal will take part in the Jefferies Virtual AI Summit. The session is scheduled for September 25th at 10 a.m. Pacific time (1 p.m. Eastern time). A live webcast and a replay of the presentation will be available on CoreWeave's Investor Relations site at investors.coreweave.com. Disclosure Information CoreWeave uses its investor relations page (investors.coreweave.com), its X a. ...
This Analyst Thinks CoreWeave Stock Can Jump 50%. Should You Buy CRWV Now?
Yahoo Finance· 2025-09-24 15:54
AI infrastructure stocks grab headlines, but not every company rides the same wave. Giants like Nvidia (NVDA) and Amazon (AMZN) fuel the AI boom, yet a handful of niche players stand to benefit disproportionately if GPU demand keeps climbing. One of those fast-rising contenders is CoreWeave (CRWV), a GPU-as-a-service provider that’s drawing bullish attention from Wall Street. Recently, Raymond James launched coverage with an “Outperform” and a $130 target, and Citizens just bumped its stance to “Market Ou ...
CoreWeave (CRWV) Price Target Reaffirmed After $6.3 Billion NVIDIA Agreement
Yahoo Finance· 2025-09-24 12:45
CoreWeave Inc. (NASDAQ:CRWV) ranks among the best hot AI stocks to buy right now. On September 16, Cantor Fitzgerald restated its Overweight rating and $116 price target for CoreWeave Inc. (NASDAQ:CRWV). The firm cited CoreWeave’s latest 8-K filing, which announced a fresh agreement under its current Master Services Agreement (MSA) with NVIDIA. The agreement, which has an initial deal value of $6.3 billion, gives NVIDIA access to any remaining unsold cloud computing capacity from CoreWeave Inc. (NASDAQ:C ...
1 Nvidia-Backed AI Stock to Buy Before It Soars 35%, According to a Wall Street Analyst
The Motley Fool· 2025-09-24 08:35
This company has a close relationship with the AI chip giant.Nvidia (NVDA -2.79%) has become a famous artificial intelligence (AI) player over the past few years, selling the most sought-after AI chips on the market. And that's resulted in soaring earnings and a stock price that's followed. But Nvidia isn't only involved in selling AI products and services. The company, like you and me, also is investing in stocks that could benefit from the AI revolution.Yes, Nvidia is an investor too. The company's $4.3 b ...
AI算力持续短缺至2026 富国银行上调CoreWeave(CRWV.US)评级至“增持“
智通财经网· 2025-09-24 06:48
分析师称,虽然人工智能市场的长期前景仍不确定,但他们选择上调该股评级是因为CoreWeave已展现 出向人工智能算力最大消费群体扩张的能力,这可能使其随着时间的推移获得更大的市场份额。 分析师持乐观态度的关键考量包括:超大规模企业表态印证人工智能需求强于预期;近期全行业人工智 能实验室带来的显著订单量;超大规模企业资本支出的大幅调整;富国银行更新的单位经济效应假设—— 更高需求推动每小时GPU计价从2美元提升至2.5美元,且英伟达(NVDA)通过合同承诺承销所有未使用 的算力(其条款可能对CoreWeave有利)。 其他支撑观点的因素包括:利润率预估存在上行潜力(其垂直集成技术栈逐步成型,融资利率优于预期); 持续拓展微软(MSFT.US)、OpenAI和谷歌(GOOGL.US)等标杆客户;公司IPO禁售期结束预计将降低未来 股价波动性。 智通财经APP获悉,富国银行将CoreWeave(CRWV.US)的评级从"持股观望"上调至"增持",并将其目标 股价从105美元上调至170美元,指出"需求信号日益强劲,已不容忽视"。周二CoreWeave股价基本持 平。 以迈克尔·特林为首的分析师表示:"当其他软件公司 ...
CoreWeave: Positioned To Become The De Facto Go-To Provider
Seeking Alpha· 2025-09-23 22:40
CoreWeave Inc (NASDAQ: NASDAQ: CRWV ) remains one of the best ways to invest in the AI infrastructure boom. And this is because of where the company sits. In fact, CRWV is at the intersection of twoKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financi ...
CoreWeave: Why I Went From Bear To Bull (Rating Upgrade)
Seeking Alpha· 2025-09-23 19:12
CoreWeave, Inc. (NASDAQ: CRWV ) has rallied 50% in the last month, but the stock seems to be lagging some of its AI peers.The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing glob ...
CoreWeave's $30B Backlog Changes Everything
Seeking Alpha· 2025-09-23 18:49
CoreWeave's (NASDAQ: CRWV ) 15% correction since my last coverage has made the case for a better entry level more attractive for investors. The big-picture bullish argument centers on the company's huge contracted backlog, which provides multi-year revenue streams andHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, ...