Added to YB: 2026-04-16
Pitch date: 2026-04-14
CRWV [neutral]
CoreWeave, Inc.
-0.95%
current return
Author Info
No bio for this author
Company Info
CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale.
Market Cap
$61.6B
Pitch Price
$119.83
Price Target
175.00 (+49%)
Dividend
N/A
EV/EBITDA
25.12
P/E
-41.78
EV/Sales
17.20
Sector
IT Services
Category
growth
DA Davidson Targets CoreWeave $CRWV at $175
CRWV (update): DA Davidson $175 PT for AI cloud. $21B Meta deal to 2032, Anthropic contract. Pure GPU infrastructure vs legacy CSPs. NVIDIA's strategic ally w/ chip priority. Risks: heavy private lending at high rates, hardware depreciation (H100→Blackwell→Rubin), giants building own DCs by 2028-30. Borrowed prosperity vs locked cash flow.
Read full article (3 min)