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