‘Time to Load Up,’ Says Top Analyst About CoreWeave Stock - Don’t Miss the AI Infrastructure Boom

Wall Street's waking up to the AI infrastructure gold rush—and CoreWeave's leading the charge.

The GPU Powerhouse

Forget chasing overhyped AI software plays. CoreWeave delivers the actual computational muscle behind generative AI, machine learning, and high-performance computing. Their cloud infrastructure runs on thousands of NVIDIA GPUs—the real engines of this revolution.

Analysts See 100%+ Upside

Multiple firms have slapped buy ratings on CoreWeave, citing unprecedented demand for specialized GPU cloud services. One bullish analyst practically begged investors to "load up" before the next earnings catalyst hits.

Infrastructure Over Hype

While other AI stocks trade on promises, CoreWeave generates actual revenue from enterprises needing raw computing power. Their contracts with Fortune 500 companies lock in recurring revenue—something most AI startups can only dream about.

The Smart Money's Already In

Major institutional investors have been accumulating positions for months. They recognize that when every company suddenly needs AI capabilities, the picks-and-shovels play wins big.

Just don't tell your financial advisor—they're probably still recommending index funds while missing the decade's biggest infrastructure shift.

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Founded as a cryptocurrency mining operation, CoreWeave subsequently pivoted into the AI space, where its infrastructure advantage quickly set it apart. Today, it operates 33 data centers across the U.S. and western Europe and counts OpenAI, Meta, and IBM among its high-profile clients.

Nvidia’s own 5% stake only reinforces the idea that CoreWeave has become a critical piece of the AI ecosystem. The question, of course, is whether retail investors should follow Nvidia’s lead.

Cantor’s Thomas Blakely argues they should. The analyst believes CoreWeave isn’t just capitalizing on the AI boom, but is building the infrastructure and partnerships that could give it durable advantages. According to his checks with customers, competitors, and industry experts, the company has developed a “wide and DEEP moat” that goes well beyond GPU rentals.

In fact, Blakely points out that CoreWeave’s focus on optimizing GPUs has helped it to forge a “strategic partnership” with many of its large customers.

“CoreWeave has proprietary tools and an integrated platform that leverages the use of open-source (K8s resource management) and cutting-edge data access technologies (LOTA), helping customers save time and money, particularly in AI model training,” the analyst adds.

The demand for CoreWeave’s services is certainly growing, notes the analyst, citing a report that projects AI-optimized Infrastructure-as-a-Service market to expand by 71% CAGR to reach some $109 billion by 2029. Blakely expects CoreWeave to be front-and-center, capturing almost a third of this market in the years ahead.

On that basis, the analyst believes now is the time to load up on CRWV shares, issuing a Buy rating alongside a $116 price target that suggests around 20% upside from current levels. (To watch Thomas Blakey’s track record, click here)

Overall, the 23 recent analyst reviews on CRWV break down to 9 Buys, 12 Holds, and 2 Sells, for a Moderate Buy consensus rating. The shares are priced at $87.48 and their $123.45 average target price suggests an appreciation of 41% by this time next year. (See)

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