--- title: "CoreWeave, Nebius Get Fresh Upside Calls As BofA Bets Bigger On AI Compute Boom" type: "News" locale: "en" url: "https://longbridge.com/en/news/282692743.md" description: "BofA Securities analyst Tal Liani raised price targets for CoreWeave (CRWV) from $100 to $120 and Nebius Group (NBIS) from $150 to $175, citing strong AI compute demand. CoreWeave secured contracts with Meta and Anthropic, while Nebius expanded its agreements with Meta and Microsoft. Revenue growth estimates for CoreWeave were increased to 94% for fiscal 2027 and 50% for fiscal 2028. Both companies' shares rose over 8% following the announcements." datetime: "2026-04-14T12:12:44.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282692743.md) - [en](https://longbridge.com/en/news/282692743.md) - [zh-HK](https://longbridge.com/zh-HK/news/282692743.md) --- # CoreWeave, Nebius Get Fresh Upside Calls As BofA Bets Bigger On AI Compute Boom BofA Securities analyst Tal Liani raised price targets for **CoreWeave Inc** (NASDAQ:CRWV) and **Nebius Group NV** (NASDAQ:NBIS) to reflect strong AI compute demand. **The Ratings and Price Targets:** The analyst has Buy ratings on both companies. He raised the price target for CoreWeave from $100 to $120 and for Nebius Group from $150 to $175. **The Thesis:** Both CoreWeave and Nebius have recently won contracts due to strong AI infrastructure demand, Liani said. **Check out other analyst stock ratings**. He raised the revenue growth estimates for CoreWeave by 800 basis points (bps) to 94% for fiscal 2027 and by 300 bps to 50% for fiscal 2028. This reflects expanded commitments from **Meta Platforms Inc** (NASDAQ:META) and a new strategic agreement with AI safety and research startup Anthropic. Last week, Meta signed an agreement to extend its contract by $21 billion through 2032. This brings the total contract value to approximately $35 billion. CoreWeave would provide dedicated AI cloud capacity across multiple sites to Meta. Also, the Facebook parent company gains early access to **Nvidia Corp's** (NASDAQ:NVDA) Vera Rubin architecture. ## CoreWeave, Anthropic CoreWeave announced a multi-year agreement with Anthropic to support workloads for Claude. According to Liani, Anthropic’s rapid growth, scaling ARR from $1 billion to over $30 billion in 15 months, “suggests meaningful deal size with expansion potential.” This agreement enhances CoreWeave’s customer diversification, adding Anthropic alongside existing customers such as OpenAI, Google, and Microsoſt. Although the analyst maintained the estimates for Nebius, he said that the "scale and structure of recent hyperscaler contracts, combined with ongoing capacity expansion at new data centers in Finland and Alabama, further validate its position as a core supplier within the global AI infrastructure ecosystem." Nebius’s large hyperscaler backlog, which includes Meta’s contract worth around $27 billion and an agreement with **Microsoft Corp** (NASDAQ:MSFT) to provide dedicated GPU infrastructure capacity.  Nvidia's $2 billion strategic investment and commitment also reinforces "Nebius’s positioning as a preferred AI cloud provider," Liani added. **CRWV, NBIS Price Action:** Shares of both CoreWeave and Nebius Group had risen by more than 8% to $110.84 and $157.41, respectively, at the time of publication on Monday. _Image: Shutterstock_ ### Related Stocks - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [CRWU.US](https://longbridge.com/en/quote/CRWU.US.md) - [CWVX.US](https://longbridge.com/en/quote/CWVX.US.md) - [NBIL.US](https://longbridge.com/en/quote/NBIL.US.md) - [NEBX.US](https://longbridge.com/en/quote/NEBX.US.md) - [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md) - [NBIG.US](https://longbridge.com/en/quote/NBIG.US.md) - [BAC.US](https://longbridge.com/en/quote/BAC.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [BAC-Q.US](https://longbridge.com/en/quote/BAC-Q.US.md) - [BML-L.US](https://longbridge.com/en/quote/BML-L.US.md) - [BAC-L.US](https://longbridge.com/en/quote/BAC-L.US.md) - [BAC-K.US](https://longbridge.com/en/quote/BAC-K.US.md) - [BML-H.US](https://longbridge.com/en/quote/BML-H.US.md) - [BAC-N.US](https://longbridge.com/en/quote/BAC-N.US.md) - [BAC-E.US](https://longbridge.com/en/quote/BAC-E.US.md) - [MER-K.US](https://longbridge.com/en/quote/MER-K.US.md) - [BAC-O.US](https://longbridge.com/en/quote/BAC-O.US.md) - [BML-G.US](https://longbridge.com/en/quote/BML-G.US.md) - [BAC-M.US](https://longbridge.com/en/quote/BAC-M.US.md) - [BAC-B.US](https://longbridge.com/en/quote/BAC-B.US.md) - [BML-J.US](https://longbridge.com/en/quote/BML-J.US.md) - [BAC-S.US](https://longbridge.com/en/quote/BAC-S.US.md) - [BAC-P.US](https://longbridge.com/en/quote/BAC-P.US.md) - [8648.JP](https://longbridge.com/en/quote/8648.JP.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) ## Related News & Research - [$643 Million Deal: Nebius Supercharges AI Inference With Eigen Buy](https://longbridge.com/en/news/284905937.md) - [Nebius agrees to acquire inference optimization firm Eigen AI](https://longbridge.com/en/news/284888185.md) - [CoreWeave Insider Sold Shares Worth $31,346,733, According to a Recent SEC Filing](https://longbridge.com/en/news/284716257.md) - [Artificial Intelligence (AI) Prodigy Leopold Aschenbrenner's Situational Awareness Fund Owns Only 24 Stocks. 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