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Analysts Divided on CoreWeave’s Prospects Following $14B Meta Deal

Analysts Divided on CoreWeave’s Prospects Following $14B Meta Deal

Published:
2025-09-30 23:37:02
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BTCCSquare news:

CoreWeave shares surged 12% after announcing a $14 billion partnership with Meta Platforms, sparking conflicting analyst assessments. Evercore ISI's Amit Daryanani champions the AI infrastructure provider with a $175 price target, citing superior cost efficiency and accelerating revenue growth.

DA Davidson's Gil Luria maintains a bearish $36 target, creating a striking valuation gap. The divergence highlights broader market uncertainty about AI infrastructure plays, despite clear demand outpacing supply in the sector.

|Square

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