Cantor Fitzgerald sees CoreWeave as a big artificial intelligence beneficiary in the coming years. The investment firm initiated coverage of the cloud computing company at an overweight rating and $116 per share price target, which implies upside of 27%. Analyst Thomas Blakey noted CoreWeave's compelling profile. The company's target market opportunity is around $399 billion, and CoreWeave has expanded at a compounded annual growth rate of 38% since 2023. He also emphasized the company's focus on building out its AI model training and infrastructure as a major catalyst for the stock. "Our rating is driven by our view of a healthy balance between a significant AI market opportunity and dynamic execution risks," he wrote. "We believe CoreWeave should benefit from secular growth trends in AI,

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