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Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

AI demand is giving CoreWeave more pricing power

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

The bank raised its December 2027 price target to $125 as CoreWeave shifts part of its contracting mix toward higher-priced, short-dated compute capacity.

Short-term contracts at premium rates are lifting margins on new deals, the bank says

JPMorgan analyst Samik Chatterjee cited a favorable pricing backdrop for AI compute and strong demand for CoreWeave’s infrastructure.

JPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.

Investing.com -- JPMorgan upgraded CoreWeave (NASDAQ: CRWV) to Overweight from Neutral in a note Thursday, telling investors that stronger pricing for computing power and the company's push into short-term contracts at premium rates should lift revenue and margins.

CoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.

Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, the analyst downgrade puts a spotlight on unit economics at a […]

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

Iren stock is double upgraded and J.P. Morgan sees 48% with business momentum continuing for the burgeoning neocloud company.

AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL) reignited enthusiasm across GPU cloud peers. Morgan Stanley’s price target raise is the day’s catalyst, and it’s pulling CoreWeave (NASDAQ:CRWV) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names. The […]

CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth story depends on one critical question our model tries to answer.

CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue bea

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.

CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls

Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.

CoreWeave Inc. (NASDAQ:CRWV) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, Investing.com reported that Wolfe Research maintained an Outperform rating on CoreWeave while keeping a $150.00 price target on the stock. The analyst noted that CoreWeave expects the second quarter to be the largest quarter for active […]

Okta upgraded, Datadog downgraded: Wall Street's top analyst calls

Citizens has raised its price target on Backblaze to $14 from $8 and kept an ‘Outperform’ rating on the stock, according to TheFly.

Despite explosive revenue growth and a $99.4 billion backlog, CoreWeave's rising losses and heavy spending continue to divide Wall Street.

Meta Platforms upgraded, Okta downgraded: Wall Street's top analyst calls

CoreWeave Inc. (NASDAQ:CRWV) moved higher in premarket trading on Tuesday, gaining 4% as investors responded to a favorable analyst initiation and continued enthusiasm surrounding artificial intelligence infrastructure companies.

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The Number CoreWeave (NASDAQ:CRWV) has raised over $20 billion in capital so far in 2026, a financing pace that now defines the investment debate around the AI infrastructure company. The total stacks an $8.5 billion non-recourse investment-grade delayed draw term loan facility, a $2 billion Class A common stock investment from NVIDIA, and a freshly ... CoreWeave Has Raised $20 Billion in Capital This Year. Should Investors Be Worried?

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls