BofA analyst Tal Liani reinstated CoreWeave (CRWV) at Buy, up from a prior Neutral rating, with a $100 price target. Given sustained demand for AI compute, the company's proprietary software optimized for AI workloads and strategic alliances with top-tier AI-native companies such as Nvidia (NVDA) and OpenAI, the firm believe CoreWeave is well positioned to capture share of the $79bn AI infrastructure as a service market, the analyst tells investors.
