Nvidia-Backed AI Stocks Outperform in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CRWV?
Source: Fool
- CoreWeave Surge: CoreWeave's stock has surged over 65% in 2026, primarily since April, with Nvidia holding shares, indicating confidence in its performance; analysts project a 143% revenue growth in 2026, reflecting strong demand for AI computing.
- Nebius Exceptional Growth: Nebius's stock has risen over 80% in 2026, offering a full-stack AI cloud computing infrastructure that attracts significant investment, with a projected 523% revenue growth in 2026, showcasing the success of its business model and robust market demand.
- Applied Digital's Steady Rise: Despite Nvidia selling its shares in Applied Digital in Q4 2022, the stock has increased by 37% this year, with its data center leasing model driving a 139% revenue growth in the latest quarter, highlighting its potential in the AI demand landscape.
- Investment Risk Advisory: While these three stocks show impressive performance, none are profitable and are taking on debt to expand in response to AI demand, necessitating careful risk assessment by investors, whereas Nvidia remains a stable investment choice.
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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: 111.600
Low
68.00
Averages
123.23
High
180.00
Current: 111.600
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.
Nvidia-Backed AI Stocks Outperform in 2026
- CoreWeave Surge: CoreWeave's stock has surged over 65% in 2026, primarily since April, with Nvidia holding shares, indicating confidence in its performance; analysts project a 143% revenue growth in 2026, reflecting strong demand for AI computing.
- Nebius Exceptional Growth: Nebius's stock has risen over 80% in 2026, offering a full-stack AI cloud computing infrastructure that attracts significant investment, with a projected 523% revenue growth in 2026, showcasing the success of its business model and robust market demand.
- Applied Digital's Steady Rise: Despite Nvidia selling its shares in Applied Digital in Q4 2022, the stock has increased by 37% this year, with its data center leasing model driving a 139% revenue growth in the latest quarter, highlighting its potential in the AI demand landscape.
- Investment Risk Advisory: While these three stocks show impressive performance, none are profitable and are taking on debt to expand in response to AI demand, necessitating careful risk assessment by investors, whereas Nvidia remains a stable investment choice.
See More
Nvidia Invests in CoreWeave and Other AI Stocks
- CoreWeave Strong Performance: CoreWeave's stock has surged over 65% in 2026, primarily due to its GPU infrastructure for AI hyperscalers, with projected revenue growth of 143% in 2026, highlighting robust demand for AI computing.
- Nebius Rapid Growth: Nebius's stock has risen over 80% in 2026, with an expected growth rate of 523% in 2026, offering full-stack AI cloud computing infrastructure that caters to the market's need for running AI models, indicating a successful business model.
- Applied Digital's Successful Model: Applied Digital's stock has increased by 37% in 2026, with its revenue rising 139% in the latest quarter due to its strategy of building data centers for cloud companies, showcasing market opportunities amid surging AI demand.
- Investment Risk Advisory: While CoreWeave, Nebius, and Applied Digital show impressive performance, none are currently profitable and are taking on debt to expand, which poses risks for investors, whereas Nvidia remains profitable and is still a solid investment choice.
See More
Three AI Stocks Outperform Nvidia This Year
- CoreWeave's Strong Performance: CoreWeave's stock has surged over 65% in 2026, primarily since April, indicating robust demand in AI training acceleration, with Nvidia's stake reflecting confidence in its future performance.
- Nebius's Rapid Growth: Nebius's stock has risen over 80% in 2026, with projected revenue growth of 523% this year, highlighting strong market demand for its AI-first cloud computing infrastructure, likely to continue outperforming Nvidia.
- Applied Digital's Successful Model: Applied Digital's stock is up 37% this year, with a 139% revenue increase in its latest quarter due to its data center leasing model, positioning it for further market share growth if it maintains this momentum.
- Risks and Opportunities: While all three companies are experiencing rapid growth, they are not yet profitable and are taking on debt to expand, necessitating careful risk assessment by investors, whereas Nvidia remains profitable despite recent underperformance.
See More
OpenAI Revenue Miss Sparks Tech Stock Declines
- OpenAI Financial Crisis: OpenAI reportedly missed its revenue targets despite a recent $122 billion fundraising round, raising investor concerns about its future and leading to declines in the stock prices of its tech partners.
- Amazon's Strong Investment: Amazon (AMZN) has invested $50 billion in OpenAI, and despite potential risks from OpenAI, it maintains a robust $2.8 trillion market cap and $127 billion in liquidity, showcasing its financial resilience.
- CoreWeave's High Dependency: CoreWeave has $22.4 billion in agreements with OpenAI, making up one-third of its $66.8 billion backlog; despite the risks, CoreWeave's revenue surged 168% to $5.1 billion in 2025, indicating strong market demand.
- Oracle's Uncertainty: Oracle signed a massive $300 billion five-year deal with OpenAI, but concerns about OpenAI's ability to fulfill its commitments have led to a nearly 50% drop in Oracle's stock from last year's peak, even as its cloud revenue grew by 30% over the past year.
See More
Citi Raises CoreWeave Price Target to $155 Amid Strong Demand
- Demand Growth Outlook: Analyst Tyler Radke from Citi highlighted that CoreWeave's backlog is expected to grow by 35-40% this quarter, indicating sustained demand in the cloud computing sector and strengthening its market position.
- Strategic Partnership Potential: The newly established deal between Jane Street and META is projected to ramp up through FY27, potentially pushing CoreWeave beyond its $30 billion annual recurring revenue target, showcasing strong growth potential in the AI infrastructure space.
- Revenue Upside Potential: With rising Blackwell pricing, CoreWeave may achieve revenue growth in the near term, while the company has likely retained a portion of its FY26 capital expenditures, providing support for future expansion.
- Lower Capital Costs: The issuance of new investment-grade debt will lower capital costs, with EPS revisions expected to trend higher through FY26, further boosting investor confidence in CoreWeave.
See More
Latest Wall Street Rating Updates
- Apple's Positive Outlook: Bank of America reiterates a buy rating on Apple, forecasting that iPhone revenues will exceed expectations in 2026 due to record upgraders and strong gross margins despite commodity pressures, indicating sustained competitiveness in the smartphone market.
- Roblox Demand Slowdown: Bank of America downgrades Roblox to neutral, citing a significant decline in platform demand; while acknowledging its ability to compress development costs, the uncertainty around the timeline for demand recovery may impact its market performance.
- CoreWeave Growth Potential: Citi reiterates CoreWeave as a buy, raising its price target from $126 to $155, estimating a quarterly growth of 35-40% in AI infrastructure, showcasing strong performance across a diversified customer base.
- Hershey's Positive Outlook: TD Cowen upgrades Hershey to buy, expressing confidence that the company will raise its 2026 guidance and return to volume growth in 2027, reflecting strong recovery potential in the confectionery market.
See More
Nvidia-Backed AI Stocks Outperform in 2026
- CoreWeave Surge: CoreWeave's stock has surged over 65% in 2026, primarily since April, with Nvidia holding shares, indicating confidence in its performance; analysts project a 143% revenue growth in 2026, reflecting strong demand for AI computing.
- Nebius Exceptional Growth: Nebius's stock has risen over 80% in 2026, offering a full-stack AI cloud computing infrastructure that attracts significant investment, with a projected 523% revenue growth in 2026, showcasing the success of its business model and robust market demand.
- Applied Digital's Steady Rise: Despite Nvidia selling its shares in Applied Digital in Q4 2022, the stock has increased by 37% this year, with its data center leasing model driving a 139% revenue growth in the latest quarter, highlighting its potential in the AI demand landscape.
- Investment Risk Advisory: While these three stocks show impressive performance, none are profitable and are taking on debt to expand in response to AI demand, necessitating careful risk assessment by investors, whereas Nvidia remains a stable investment choice.
See More
Nvidia Invests in CoreWeave and Other AI Stocks
- CoreWeave Strong Performance: CoreWeave's stock has surged over 65% in 2026, primarily due to its GPU infrastructure for AI hyperscalers, with projected revenue growth of 143% in 2026, highlighting robust demand for AI computing.
- Nebius Rapid Growth: Nebius's stock has risen over 80% in 2026, with an expected growth rate of 523% in 2026, offering full-stack AI cloud computing infrastructure that caters to the market's need for running AI models, indicating a successful business model.
- Applied Digital's Successful Model: Applied Digital's stock has increased by 37% in 2026, with its revenue rising 139% in the latest quarter due to its strategy of building data centers for cloud companies, showcasing market opportunities amid surging AI demand.
- Investment Risk Advisory: While CoreWeave, Nebius, and Applied Digital show impressive performance, none are currently profitable and are taking on debt to expand, which poses risks for investors, whereas Nvidia remains profitable and is still a solid investment choice.
See More
Three AI Stocks Outperform Nvidia This Year
- CoreWeave's Strong Performance: CoreWeave's stock has surged over 65% in 2026, primarily since April, indicating robust demand in AI training acceleration, with Nvidia's stake reflecting confidence in its future performance.
- Nebius's Rapid Growth: Nebius's stock has risen over 80% in 2026, with projected revenue growth of 523% this year, highlighting strong market demand for its AI-first cloud computing infrastructure, likely to continue outperforming Nvidia.
- Applied Digital's Successful Model: Applied Digital's stock is up 37% this year, with a 139% revenue increase in its latest quarter due to its data center leasing model, positioning it for further market share growth if it maintains this momentum.
- Risks and Opportunities: While all three companies are experiencing rapid growth, they are not yet profitable and are taking on debt to expand, necessitating careful risk assessment by investors, whereas Nvidia remains profitable despite recent underperformance.
See More
OpenAI Revenue Miss Sparks Tech Stock Declines
- OpenAI Financial Crisis: OpenAI reportedly missed its revenue targets despite a recent $122 billion fundraising round, raising investor concerns about its future and leading to declines in the stock prices of its tech partners.
- Amazon's Strong Investment: Amazon (AMZN) has invested $50 billion in OpenAI, and despite potential risks from OpenAI, it maintains a robust $2.8 trillion market cap and $127 billion in liquidity, showcasing its financial resilience.
- CoreWeave's High Dependency: CoreWeave has $22.4 billion in agreements with OpenAI, making up one-third of its $66.8 billion backlog; despite the risks, CoreWeave's revenue surged 168% to $5.1 billion in 2025, indicating strong market demand.
- Oracle's Uncertainty: Oracle signed a massive $300 billion five-year deal with OpenAI, but concerns about OpenAI's ability to fulfill its commitments have led to a nearly 50% drop in Oracle's stock from last year's peak, even as its cloud revenue grew by 30% over the past year.
See More
Citi Raises CoreWeave Price Target to $155 Amid Strong Demand
- Demand Growth Outlook: Analyst Tyler Radke from Citi highlighted that CoreWeave's backlog is expected to grow by 35-40% this quarter, indicating sustained demand in the cloud computing sector and strengthening its market position.
- Strategic Partnership Potential: The newly established deal between Jane Street and META is projected to ramp up through FY27, potentially pushing CoreWeave beyond its $30 billion annual recurring revenue target, showcasing strong growth potential in the AI infrastructure space.
- Revenue Upside Potential: With rising Blackwell pricing, CoreWeave may achieve revenue growth in the near term, while the company has likely retained a portion of its FY26 capital expenditures, providing support for future expansion.
- Lower Capital Costs: The issuance of new investment-grade debt will lower capital costs, with EPS revisions expected to trend higher through FY26, further boosting investor confidence in CoreWeave.
See More
Latest Wall Street Rating Updates
- Apple's Positive Outlook: Bank of America reiterates a buy rating on Apple, forecasting that iPhone revenues will exceed expectations in 2026 due to record upgraders and strong gross margins despite commodity pressures, indicating sustained competitiveness in the smartphone market.
- Roblox Demand Slowdown: Bank of America downgrades Roblox to neutral, citing a significant decline in platform demand; while acknowledging its ability to compress development costs, the uncertainty around the timeline for demand recovery may impact its market performance.
- CoreWeave Growth Potential: Citi reiterates CoreWeave as a buy, raising its price target from $126 to $155, estimating a quarterly growth of 35-40% in AI infrastructure, showcasing strong performance across a diversified customer base.
- Hershey's Positive Outlook: TD Cowen upgrades Hershey to buy, expressing confidence that the company will raise its 2026 guidance and return to volume growth in 2027, reflecting strong recovery potential in the confectionery market.
See More
