现有合同将推动收入增长 花旗上调CoreWeave(CRWV.US)评级至“买入”

Core View - Citigroup upgraded CoreWeave (CRWV.US) rating from "Neutral" to "Buy" with a target price of $160, citing strong performance in Microsoft's earnings report [1] - The existing long-term contracts between CoreWeave and companies like Microsoft and OpenAI are expected to drive revenue growth [1] Analyst Insights - Analyst Tyler Radke stated that the rating was raised to "Buy/High Risk" and the 90-day downward catalyst observation was removed, as the stock has declined 45% from its peak and 32% since the merger announcement [1] - Despite anticipated volatility post the end of the lock-up period on August 15, the fundamental outlook on demand highlighted by Microsoft remains strong [1]