AI orders continue to land. CoreWeave (CRWV.US) receives unanimous bullish views on Wall Street. Stock price surges more than 8%, continuing last week's upward trend.

CoreWeave (CRWV.US) stock price continued its recent upward trend. Following a 24% surge last week, the stock rose over 8% on Monday to reach $110.27, becoming the focus of the AI sector. Several Wall Street institutions have raised their ratings and target prices. A Macquarie analyst upgraded the stock from "Neutral" to "Outperform the Market" and raised the target price from $92 to $125. The firm believes that the recent collaborations with Meta (META.US) and Anthropic are important catalysts for market sentiment. Among them, CoreWeave's AI cloud computing agreement with Meta has expanded to $21 billion, with the cooperation period extended to 2032. Additionally, the company has reached a multi-year partnership agreement with Anthropic to further expand its customer base. Analysis indicates that these orders signify CoreWeave's transformation from a "supplemental computing power provider" to a core player in the AI infrastructure sector. Institutions generally believe that as AI applications shift from model training to inference, the demand for computing power will accelerate further, which will continue to benefit CoreWeave's business. Meanwhile, the company is also locking in long-term revenue by increasing prices and extending contract periods (from one year to three years). Several investment banks have simultaneously raised their target prices, with Roth Capital raising theirs to $135, D.A. Davidson raising theirs to $175, stating that CoreWeave is becoming the preferred new cloud service provider for "cutting-edge AI research labs," and Bank of America Corp increasing their target price to $120 while also raising future revenue growth expectations. From a fundamental perspective, the market expects CoreWeave's revenue to grow from $5.1 billion in 2025 to $12.5 billion in 2026, and further to $23.5 billion in 2027. However, the company is currently not profitable, and quarterly profits may not be achieved until the end of 2027 at the earliest.