Barclays Remain a Buy on CoreWeave (CRWV)

​CoreWeave, Inc. (NASDAQ:CRWV) is one of the Best Up and Coming AI Stocks to Buy. On March 2, Raimo Lenschow from Barclays reiterated a Hold rating on the stock with a price target of $90.

​However, on the same day, Kevin Dede from H.C. Wainwright reiterated a Buy rating on CoreWeave, Inc. (NASDAQ:CRWV) with a price target of $180, reflecting more than 130% upside from the current level. Dede’s rating is based on the company’s fiscal Q4 2025 results released on February 27. The analyst highlighted the company’s explosive revenue expansion, surging contracted backlog, and rising remaining performance obligations as evidence of strong demand visibility and sustainability.

​During the quarter, CoreWeave delivered $1.6 billion in revenue, reflecting 110% year-over-year growth. This was largely driven by increased demand for hyperscalers, AI natives, and enterprises. Notably, revenue backlog increased by over $50 billion year-over-year to $66.8 billion in fiscal 2025.

​Dede highlighted in a research note that the company has the ability to quickly activate large-scale compute resources and expand data centers faster than peers, accelerating revenue generation from investments. The analyst expects higher-margin software and services revenue, fueled by deeper customer adoption and Nvidia’s validation of CoreWeave’s technology stack.

​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.

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