Latest Wall Street Ratings and Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 07 2026
0mins
Source: CNBC
- Goldman Sachs Reiterates Nvidia Buy: Goldman Sachs anticipates a 'beat and raise' quarter for Nvidia ahead of its earnings report this month, focusing on the potential upside to its $1 trillion datacenter guidance, which could positively impact stock performance.
- JPMorgan Upgrades Freshpet: JPMorgan upgraded Freshpet from hold to buy following a first-quarter sales beat and guidance increase, expecting a rebound in share price as investors buy the dip after a 9% decline.
- Barclays Reiterates Microsoft Overweight: Barclays noted that Microsoft's story remains strong post-investor meetings, emphasizing management's focus on efficiency gains that are likely to enhance Azure growth and competitive positioning.
- Jefferies Upgrades Agilon Health: Jefferies highlighted improving visibility for Agilon Health, with supportive Medicare Advantage rates locked in, suggesting a favorable outlook that could attract investor interest moving forward.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CRWV?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise
25 Analyst Rating
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 83.530
Low
68.00
Averages
123.23
High
180.00
Current: 83.530
Low
68.00
Averages
123.23
High
180.00
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.
Astera Labs Hits All-Time High Amid AI Boom
- Factory Expansion Announcement: Astera Labs revealed plans to expand its Cloud-Scale Interop Lab in Taiwan, which is expected to enhance the company's engineering and operational capabilities, thereby strengthening its competitive position in the global semiconductor ecosystem.
- Inclusion in Nasdaq Index: Astera's addition to the Nasdaq-100 index, while not fundamentally impactful, is likely to attract significant attention from index funds, potentially driving the stock price higher in the near term.
- Analyst Price Target Increases: Analysts from Bank of America and UBS raised their price targets for Astera, with one increasing it from $240 to $450 and the other from $205 to $400, indicating a positive outlook for the company's future performance.
- Market Performance Cooldown: Although Astera's stock experienced a slight decline at the end of the month, it remains a strong investment in AI infrastructure, and investors should consider its growth potential moving forward.
See More
Meta Plans to Sell AI Computing Power, Impacting CoreWeave
- Stock Price Movement: Meta's stock surged 8.6% following the announcement of its plan to sell AI computing power, reflecting investor enthusiasm despite a nearly 7% decline earlier in 2026.
- Revenue Potential: Goldman Sachs forecasts that cloud computing revenue could reach $2 trillion by 2030, and by renting out excess computing capacity, Meta could generate revenue while offsetting its aggressive $145 billion AI infrastructure spending in 2026.
- Market Competition: Meta's plan to sell access to AI models in a manner similar to Amazon's AWS Bedrock could impact its relationship with CoreWeave, which currently has a $21 billion cloud computing deal with Meta.
- CoreWeave Stock Pressure: Following Meta's announcement, CoreWeave's stock fell approximately 14%, indicating market concerns over potential client loss, even though Meta's cloud infrastructure is still in the planning stages.
See More
Cathie Wood Increases Holdings in CoreWeave and Others Amid Market Pressure
- CoreWeave Investment Opportunity: Despite a 3% drop in CoreWeave's stock on Tuesday, it has seen a 48% decline since its peak last year, while its latest quarterly revenue surged 112% to over $2 billion, exceeding analyst expectations and demonstrating strong performance amid rising AI resource demand.
- SpaceX Market Dynamics: SpaceX was added to the Nasdaq-100 index, and although its stock fell 7% on Tuesday, it remains above its IPO price of $135, with its leadership in satellite internet and rocket launches expected to drive future growth.
- X-Energy Investment Outlook: X-Energy's stock has plummeted 55% since its April peak, facing design and construction delays; however, its more than 100 active projects and ample cash flow position it well in the nuclear energy market, appealing to patient investors.
- Investor Confidence: Cathie Wood's decision to increase holdings in CoreWeave, SpaceX, and X-Energy amid market pressures reflects her confidence in their long-term growth potential, despite facing short-term challenges.
See More
CoreWeave Faces Competitive Pressure and Risks Amid AI Demand
- Significant Stock Decline: CoreWeave's share price has nearly halved over the past year, currently at $81.09, indicating market concerns regarding its growth prospects amid increasing competition.
- Revenue vs. Losses: While CoreWeave reported $5.1 billion in revenue last year, doubling from $1.9 billion the previous year, its net loss grew from $937 million to $1.2 billion, highlighting profitability challenges amidst rapid growth.
- Increased Competitive Risks: Meta's announcement to sell excess compute power signifies heightened competition for CoreWeave, potentially leading to decreased customer demand and impacting the company's long-term growth potential.
- Lack of Competitive Advantage: CoreWeave's absence of a sustainable competitive moat means that if clients start selling excess compute capacity, the company may have to compete on price, exacerbating its financial difficulties.
See More
Meta's Plans to Compete in Cloud Computing Market Impact Neocloud Providers
- Stock Price Volatility: Following news of Meta's plans to enter the cloud computing market, CoreWeave's stock plummeted nearly 14% in a single day, while Nebius dropped 17%, reflecting market concerns about the future prospects of both companies, especially with Meta as a customer.
- Massive Contract Expansion: CoreWeave expanded its agreement with Meta in April 2023 to provide cloud computing capacity through 2032, valued at $21 billion, while Nebius announced in March it would provide $12 billion in cloud capacity, showcasing the strong collaborative potential in the AI data center sector.
- Sustained Demand Growth: Despite the competitive threat from Meta, demand for AI data centers from CoreWeave and Nebius remains robust, with CoreWeave noting that its 2026 capacity is largely sold out and 30% of its $99.4 billion revenue backlog comes from foundational AI labs, indicating urgent market demand for their services.
- Investment Opportunity Emerges: Although Meta's plans could impact CoreWeave and Nebius, the demand for AI data centers far exceeds supply, making the current stock price pullback a buying opportunity, particularly as CoreWeave's price-to-sales ratio is only 6.6, indicating potential investment value.
See More
Meta Enters AI Data Center Market, Impact on CoreWeave and Nebius
- Increased Competition: Meta's plan to enter the AI data center market led to a 14% and 17% drop in CoreWeave and Nebius shares respectively, indicating market concerns over new competition that could impact future revenue growth for both companies.
- Shifting Customer Dynamics: CoreWeave's agreement with Meta has been extended to 2032, valued at $21 billion, while Nebius has committed to providing $12 billion in cloud computing capacity, highlighting the importance of their business relationships despite increased competition.
- Strong Demand Continues: CoreWeave's AI cloud platform demand is nearing saturation for 2026, with 30% of its $99.4 billion revenue backlog coming from foundational AI labs, showcasing its robust market position and growth potential.
- Optimistic Industry Outlook: According to Goldman Sachs, U.S. data center power demand is projected to double to 66GW by 2027, indicating that the demand for AI data centers will continue to grow, positioning CoreWeave and Nebius to benefit from this trend.
See More
Astera Labs Hits All-Time High Amid AI Boom
- Factory Expansion Announcement: Astera Labs revealed plans to expand its Cloud-Scale Interop Lab in Taiwan, which is expected to enhance the company's engineering and operational capabilities, thereby strengthening its competitive position in the global semiconductor ecosystem.
- Inclusion in Nasdaq Index: Astera's addition to the Nasdaq-100 index, while not fundamentally impactful, is likely to attract significant attention from index funds, potentially driving the stock price higher in the near term.
- Analyst Price Target Increases: Analysts from Bank of America and UBS raised their price targets for Astera, with one increasing it from $240 to $450 and the other from $205 to $400, indicating a positive outlook for the company's future performance.
- Market Performance Cooldown: Although Astera's stock experienced a slight decline at the end of the month, it remains a strong investment in AI infrastructure, and investors should consider its growth potential moving forward.
See More
Meta Plans to Sell AI Computing Power, Impacting CoreWeave
- Stock Price Movement: Meta's stock surged 8.6% following the announcement of its plan to sell AI computing power, reflecting investor enthusiasm despite a nearly 7% decline earlier in 2026.
- Revenue Potential: Goldman Sachs forecasts that cloud computing revenue could reach $2 trillion by 2030, and by renting out excess computing capacity, Meta could generate revenue while offsetting its aggressive $145 billion AI infrastructure spending in 2026.
- Market Competition: Meta's plan to sell access to AI models in a manner similar to Amazon's AWS Bedrock could impact its relationship with CoreWeave, which currently has a $21 billion cloud computing deal with Meta.
- CoreWeave Stock Pressure: Following Meta's announcement, CoreWeave's stock fell approximately 14%, indicating market concerns over potential client loss, even though Meta's cloud infrastructure is still in the planning stages.
See More
Cathie Wood Increases Holdings in CoreWeave and Others Amid Market Pressure
- CoreWeave Investment Opportunity: Despite a 3% drop in CoreWeave's stock on Tuesday, it has seen a 48% decline since its peak last year, while its latest quarterly revenue surged 112% to over $2 billion, exceeding analyst expectations and demonstrating strong performance amid rising AI resource demand.
- SpaceX Market Dynamics: SpaceX was added to the Nasdaq-100 index, and although its stock fell 7% on Tuesday, it remains above its IPO price of $135, with its leadership in satellite internet and rocket launches expected to drive future growth.
- X-Energy Investment Outlook: X-Energy's stock has plummeted 55% since its April peak, facing design and construction delays; however, its more than 100 active projects and ample cash flow position it well in the nuclear energy market, appealing to patient investors.
- Investor Confidence: Cathie Wood's decision to increase holdings in CoreWeave, SpaceX, and X-Energy amid market pressures reflects her confidence in their long-term growth potential, despite facing short-term challenges.
See More
CoreWeave Faces Competitive Pressure and Risks Amid AI Demand
- Significant Stock Decline: CoreWeave's share price has nearly halved over the past year, currently at $81.09, indicating market concerns regarding its growth prospects amid increasing competition.
- Revenue vs. Losses: While CoreWeave reported $5.1 billion in revenue last year, doubling from $1.9 billion the previous year, its net loss grew from $937 million to $1.2 billion, highlighting profitability challenges amidst rapid growth.
- Increased Competitive Risks: Meta's announcement to sell excess compute power signifies heightened competition for CoreWeave, potentially leading to decreased customer demand and impacting the company's long-term growth potential.
- Lack of Competitive Advantage: CoreWeave's absence of a sustainable competitive moat means that if clients start selling excess compute capacity, the company may have to compete on price, exacerbating its financial difficulties.
See More
Meta's Plans to Compete in Cloud Computing Market Impact Neocloud Providers
- Stock Price Volatility: Following news of Meta's plans to enter the cloud computing market, CoreWeave's stock plummeted nearly 14% in a single day, while Nebius dropped 17%, reflecting market concerns about the future prospects of both companies, especially with Meta as a customer.
- Massive Contract Expansion: CoreWeave expanded its agreement with Meta in April 2023 to provide cloud computing capacity through 2032, valued at $21 billion, while Nebius announced in March it would provide $12 billion in cloud capacity, showcasing the strong collaborative potential in the AI data center sector.
- Sustained Demand Growth: Despite the competitive threat from Meta, demand for AI data centers from CoreWeave and Nebius remains robust, with CoreWeave noting that its 2026 capacity is largely sold out and 30% of its $99.4 billion revenue backlog comes from foundational AI labs, indicating urgent market demand for their services.
- Investment Opportunity Emerges: Although Meta's plans could impact CoreWeave and Nebius, the demand for AI data centers far exceeds supply, making the current stock price pullback a buying opportunity, particularly as CoreWeave's price-to-sales ratio is only 6.6, indicating potential investment value.
See More
Meta Enters AI Data Center Market, Impact on CoreWeave and Nebius
- Increased Competition: Meta's plan to enter the AI data center market led to a 14% and 17% drop in CoreWeave and Nebius shares respectively, indicating market concerns over new competition that could impact future revenue growth for both companies.
- Shifting Customer Dynamics: CoreWeave's agreement with Meta has been extended to 2032, valued at $21 billion, while Nebius has committed to providing $12 billion in cloud computing capacity, highlighting the importance of their business relationships despite increased competition.
- Strong Demand Continues: CoreWeave's AI cloud platform demand is nearing saturation for 2026, with 30% of its $99.4 billion revenue backlog coming from foundational AI labs, showcasing its robust market position and growth potential.
- Optimistic Industry Outlook: According to Goldman Sachs, U.S. data center power demand is projected to double to 66GW by 2027, indicating that the demand for AI data centers will continue to grow, positioning CoreWeave and Nebius to benefit from this trend.
See More
