Overview
- Cantor Fitzgerald reaffirmed an Overweight rating with a $131 target, citing growing adoption of Blackwell GPUs and shifting some revenue from late 2025 and early 2026 into Q2 2026.
- Truist initiated coverage at Hold with an $84 target, pointing to heavy leverage, intensive capex needs, and customer concentration despite a strong AI client roster.
- Nvidia holds roughly 7% of CoreWeave and has agreed to purchase up to $6.3 billion of unsold capacity through April 2032, which analysts view as a long-term cushion.
- CEO Michael Intrator disclosed about $4.7 million in share sales on Jan. 6 in a Form 4 filing with the SEC.
- Recent coverage underscores rapid growth alongside losses and rising debt—Q3 revenue rose 134% year over year while one analysis now pegs total debt near $18 billion—after earlier commentary on a third-party data center delay weighing on Q4.