CoreWeave Attracts New Bullish Calls as Deutsche Bank Touts Short-Term Buy and Citizens JMP Upgrades to Outperform

Analysts cite surging AI infrastructure demand as a near-term tailwind.

Overview

Deutsche Bank issued a short-term “Catalyst Call: Buy” on September 15 while keeping its long-term hold rating on CoreWeave.
The bank said AI infrastructure demand appears almost insatiable and could lift revenue estimates over the next quarter or two.
Deutsche Bank highlighted meaningful powered shell capacity expected to come online over the next 12 to 18 months that is not yet under contract.
Citizens JMP upgraded CoreWeave to Outperform on September 16 with a $180 price target, arguing investors underestimate how the company generates revenue.
Citizens JMP pointed to accelerating GPU-as-a-Service outsourcing, citing Oracle’s record RPO and a reported large Microsoft–Nebius deal as signs of the trend.