CoreWeave (CRWV) Seen as Leading AI Infrastructure Play by Analysts

CoreWeave, Inc. (NASDAQ:CRWV) is one of the Buzzing AI Stocks on Wall Street. On September 26, Wells Fargo reiterated the stock as “Overweight” stating that the stock remains well positioned. The firm holds a $170 price target on the stock.

“While the future state of AI remains uncertain, we believe CRWV is set to benefit in the near term as the leading ‘pick-and-shovel’ infrastructure play, while demand continues to outpace supply.”

Previously, analysts led by Michael Turrin noted that even though the rest of software is still waiting for AI monetization to surface, CRWV is benefiting from the elevated build cycle today & persistent industry shortages into 2026.

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 on Market Radar and Top 10 AI Stocks in the Spotlight on Wall Street

Disclosure: None.