Deutsche Bank Names CoreWeave (CRWV) a Short-Term Buy Amid "Insatiable" AI Demand

CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks You Should Not Ignore. On September 15, Deutsche Bank Analyst Brad Zelnick placed a “Catalyst Call: Buy” on CoreWeave shares as a short-term investment idea. It stated that it’s sticking with its long term hold rating on the stock but also sees a near-term buying opportunity driven by “insatiable” AI demand.

“We believe CoreWeave has meaningful powered shell capacity expected to come online over the next 12-18 months which it has yet to sign customer contracts against.”

The firm stated that “positive factors” are coming together to support upward revenue estimates for CoreWeave over the next quarter or two. AI infrastructure demand “appear almost insatiable” and this demand will meaningfully surpass supply in the near- to medium-term. Deutsche believes CoreWeave holds sizable “powered shell capacity” set to come online over the next 12-18 months. However, it is yet to sign it against customer contracts. A few catalysts working in favor of the stock include the company’s Q3 report, potential new customer contracts, and incremental datacenter capacity. CoreWeave, Inc. (NASDAQ:CRWV) is a cloud platform provider that provides equipment for AI and other computing purposes. While we acknowledge the potential of CRWV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks Making Headlines This Week and 10 Trending AI Stocks on Wall Street. Disclosure: None.