• BofA Securities reiterated a Buy rating and a $140.00 price target for CoreWeave today.
  • The firm increased its fiscal 2026 capital expenditure estimate for CoreWeave to $34 billion, up from a prior $29 billion forecast, reflecting changing market dynamics in hardware component buildout and AI infrastructure demand.
  • Analysts anticipate sequential margin improvement through the back half of the year, providing investors with a reason to re-enter the stock.