--- title: "CoreWeave Rated Sell as Execution Risks and Thin Margins Undermine Ambitious 2026 AOI Guidance; $67 Price Target Reaffirmed" type: "News" locale: "en" url: "https://longbridge.com/en/news/286094391.md" description: "Analyst Madison Rezaei from Bernstein has maintained a Sell rating on CoreWeave, reaffirming a price target of $67. He cites execution risks and thin profit margins as key concerns, particularly regarding the company's ambitious 2026 AOI guidance of $900 million to $1.1 billion. Rezaei emphasizes the challenges of scaling and potential delays in data center buildouts, which could hinder CoreWeave's performance. Despite acknowledging possible short-term gains, he believes the long-term fundamentals do not support the current valuation, leading to his continued Sell stance." datetime: "2026-05-12T11:56:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286094391.md) - [en](https://longbridge.com/en/news/286094391.md) - [zh-HK](https://longbridge.com/zh-HK/news/286094391.md) --- # CoreWeave Rated Sell as Execution Risks and Thin Margins Undermine Ambitious 2026 AOI Guidance; $67 Price Target Reaffirmed Madison Rezaei, an analyst from Bernstein, maintained the Sell rating on CoreWeave. The associated price target remains the same with $67.00. ### Claim 55% Off TipRanks New trading tool for CRWV bulls Madison Rezaei has given his Sell rating due to a combination of factors, primarily centered on CoreWeave’s ambitious 2026 AOI guidance and the company’s current profitability profile. He highlights that the firm’s low single-digit margins, coupled with an aggressive ramp in second-half revenues, imply a steep and uncertain path to reaching the $900 million to $1.1 billion AOI target, especially for a relatively young platform still working through scaling challenges. Rezaei also underscores meaningful execution risk around the timing and efficiency of data center buildouts, noting that even modest delays or lower-than-hoped-for steady-state margins could cause CoreWeave to fall short of its goals. While he acknowledges potential upside from additional deal signings and near-term stock momentum, he maintains that the long-term fundamentals—particularly the sustainability of the business model and the company’s ultimate positioning within the broader infrastructure ecosystem—do not justify the current valuation, supporting an unchanged $67 price target and an Underperform (Sell) stance. Rezaei covers the Real Estate sector, focusing on stocks such as Equinix, Crown Castle, and Digital Realty. According to TipRanks, Rezaei has an average return of \-4.4% and a 54.55% success rate on recommended stocks. ### Related Stocks - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [CLOU.US](https://longbridge.com/en/quote/CLOU.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [SRVR.US](https://longbridge.com/en/quote/SRVR.US.md) - [IDGT.US](https://longbridge.com/en/quote/IDGT.US.md) - [IXN.US](https://longbridge.com/en/quote/IXN.US.md) - [CWVX.US](https://longbridge.com/en/quote/CWVX.US.md) - [DTCR.US](https://longbridge.com/en/quote/DTCR.US.md) - [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [XDAT.US](https://longbridge.com/en/quote/XDAT.US.md) - [CRWU.US](https://longbridge.com/en/quote/CRWU.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [DAT.US](https://longbridge.com/en/quote/DAT.US.md) - [EQIX.US](https://longbridge.com/en/quote/EQIX.US.md) - [CCI.US](https://longbridge.com/en/quote/CCI.US.md) - [DLR.US](https://longbridge.com/en/quote/DLR.US.md) ## Related News & Research - [Agentic AI Foundation Adds 43 New Members as Enterprise and Government Adoption of Open Agent Standards Accelerates | GDDY Stock News](https://longbridge.com/en/news/286784025.md) - [Here's How Much $100 Invested In Teradyne 20 Years Ago Would Be Worth Today](https://longbridge.com/en/news/286466208.md) - [18:00 ETSubotiz Showcases AI-Native Revenue and Payment Platform at SaaStr AI Annual 2026](https://longbridge.com/en/news/286620167.md) - [BOX (BOX) Expected to Announce Earnings on Tuesday](https://longbridge.com/en/news/286864296.md) - [Oracle's AI Infrastructure Bet Gains Support](https://longbridge.com/en/news/286350452.md)