Deutsche Bank Upgrades CoreWeave (CRWV) to Buy Ahead of Q4 2025 Report

CoreWeave Inc. (NASDAQ:CRWV) is one of the new stocks on the rise. On January 27, Deutsche Bank upgraded CoreWeave to Buy from Hold with a $140 price target, which was brought up from $100, as the firm noted a solid medium-term outlook heading into the Q4 2025 report. The firm believes that consensus revenue estimates for CoreWeave can move materially higher throughout 2026 if the company delivers capacity on plan to its contracted customers, and Deutsche sees an opportunity for the company to differentiate itself from peers during that year.

A day before the Deutsche Bank rating, Mizuho analyst Gregg Moskowitz also raised the firm’s price target on CoreWeave Inc. (NASDAQ:CRWV) to $100 from $92 while maintaining a Neutral rating. This decision was made following the announcement that the company and Nvidia Corporation (NASDAQ:NVDA) are expanding their relationship to accelerate a 5GW capacity build-out alongside an incremental $2 billion equity investment.

While Mizuho remains somewhat more reserved regarding the scale of potential revenue upside over the next few quarters due to a highly capacity-constrained environment, Moskowitz noted that the announcement provides incremental confidence in the longer-term trajectory.

CoreWeave Inc. (NASDAQ:CRWV) operates a cloud platform that provides scaling, support, and acceleration for GenAI. It builds the infrastructure that supports compute workloads for enterprises.

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.

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Disclosure: None. This article is originally published at Insider Monkey.