CoreWeave (CRWV) Draws Bullish Call as Cantor Sees Upside From Blackwell GPUs

CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks Analysts Are Watching Closely. On January 5, Cantor Fitzgerald analyst Thomas Blakey reiterated an Overweight rating on the stock with a $131.00 price target. Despite short-term revenue timings shifts, firm analysts see long-term upside from Blackwell GPU adoption and discounted valuation vs peers. The firm told investors in a research note that it has adjusted its estimates, shifting some revenue from Q4 2025 and Q1 2026 to Q2 2026 due to potential f ...