CoreWeave, Inc (NASDAQ:CRWV) traded higher on Tuesday as improving risk appetite and fresh bullish analyst coverage reinforced investor enthusiasm around the accelerating AI infrastructure buildout.



<h2>Analysts See Strong Upside From AI Compute Demand</h2>



GF Securities initiated coverage on CoreWeave with a Buy rating and a $162 price forecast, citing the company's early GPU deployment advantage, dedicated AI infrastructure focus, and long-term agreements with major hyperscalers.



The firm also said declining financing costs and improving GPU rental pricing could provide additional upside as AI-compute demand continues to expand.



<h2>Deutsche Bank Highlights Backlog Growth And AI Expansion</h2>



Deutsche Bank reiterated its Buy rating and $135 price forecast, arguing that rising AI infrastructure spending continues driving public-cloud revenue and backlog growth across the industry.



The bank noted that while upfront investments and AI infrastructure services have pressured margins sectorwide, CoreWeave still maintains a 69% gross profit margin despite ongoing losses tied to aggressive expansion efforts.



<h2>AI Infrastructure Boom Continues Supporting CoreWeave</h2>



CoreWeave operates a cloud infrastructure platform built around NVIDIA Corp (NASDAQ:NVDA) GPUs and AI-focused hardware designed to support large language models, AI training, and inference workloads.



Investors increasingly view the company as a key &#34;pick-and-shovel&#34; provider in the AI boom, as rising demand for high-performance GPU compute continues creating bottlenecks across the broader AI ecosystem. Analysts also see the opportunity expanding beyond hyperscalers into enterprise and sovereign AI deployments.



<h2>Earnings &amp; Analyst Outlook</h2>



Looking further out, the next major catalyst for the stock arrives with the August 11, 2026 (estimated) earnings report.



<ul>
<li>EPS Estimate: $-1.25 (Down from a loss of 27 cents YoY)</li>



<li>Revenue Estimate: $2.56 Billion (Up from $1.21 Billion YoY)</li>
</ul>



Analyst Consensus &amp; Recent Actions: The stock carries a Buy rating with an average price target of $133.84. Recent analyst moves include:



<ul>
<li>DA Davidson: Downgraded to Neutral (Lowers Target to $100.00) (May 18)</li>



<li>Citigroup: Buy (Raises Target to $158.00) (May 14)</li>



<li>Cantor Fitzgerald: Overweight (Raises Target to $167.00) (May 11)</li>
</ul>



CRWV Stock Price Activity: CoreWeave shares were up 2.46% at $108.09 at the time of publication on Tuesday, according to Benzinga Pro data.



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CoreWeave (CRWV) stock rose to $108.09 after GF Securities initiated a Buy rating with a $162 target, citing strong AI compute demand and the company's 69% gross margins. Deutsche Bank also reiterated a Buy rating, highlighting backlog growth amid rising AI infrastructure spending. Analysts predict a revenue increase to $2.56 billion by 2026, with the stock carrying an average price target of $133.84.

What Is Going On With CoreWeave Stock On Tuesday?