CoreWeave and Atlassian: AI Stocks with Over 130% Upside Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- AI Spending Surge: Barron's estimates that AI spending accounted for a third of U.S. economic growth in the first three quarters of 2025, with a forecasted annual growth rate of 31% through 2033, indicating a transformative impact on the economy and highlighting investment opportunities in related stocks.
- CoreWeave's Potential: Analyst Kevin Dede from H.C. Wainwright has set a target price of $180 for CoreWeave, implying a 105% upside from its current price of $88, reflecting strong market confidence in its AI cloud services amid rising demand.
- Atlassian's Outlook: Morgan Stanley analyst Keith Weiss has set a target price of $320 for Atlassian, suggesting a 130% upside from its current price of $139, indicating that its leadership in DevOps and collaborative software will be further solidified as AI demand grows.
- Market Response: Despite CoreWeave and Atlassian's stocks being down 53% and 57% from their highs, respectively, analysts believe that sustained demand for AI technology will drive future revenue growth, with CoreWeave expected to grow at 94% annually and Atlassian at 22%.
Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRWV is 149.70 USD with a low forecast of 36.00 USD and a high forecast of 430.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
13 Buy
11 Hold
1 Sell
Moderate Buy
Current: 87.480
Low
36.00
Averages
149.70
High
430.00
Current: 87.480
Low
36.00
Averages
149.70
High
430.00
About CRWV
CoreWeave, Inc. is a cloud infrastructure technology company. The Company offers the CoreWeave Cloud Platform, which consists of software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure. Its CoreWeave Cloud Platform is an integrated solution that is purpose-built for running AI workloads such as model training and inference. Its solutions include infrastructure services, managed software services, and application software services. Its Infrastructure Services provide its customers with access to advanced graphics processing unit (GPU) and central processing unit (CPU) compute, highly performant networking, and storage. Its Managed Software Services include CKS, a flexible virtual private cloud and a bare metal service that runs kubernetes directly on high-performance servers. Its Application Software Services build on top of its infrastructure and managed software services, integrating additional tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
