CoreWeave, Inc. (NASDAQ: CRWV) is gaining attention as one of the AI stocks analysts are watching closely. Cantor Fitzgerald analyst Thomas Blakey reiterated an Overweight rating with a $131.00 price target, citing long-term upside potential from Blackwell GPU adoption and discounted valuation compared to peers.

The firm adjusted revenue estimates, shifting some from Q4 2025 and Q1 2026 to Q2 2026 due to possible pushouts. Overall projections for calendar year 2026 and 2027 remain relatively unchanged and slightly above consensus revenue estimates.

Cantor Fitzgerald remains bullish on CoreWeave, highlighting its position to benefit from AI hyperscale demand and next-gen GPU demand. The company currently has a double-digit percentage of its fleet running on Blackwell GPUs, with expectations for further increase in 2026 and 2027.

Gemini’s performance uptick has created a buying opportunity for CRWV shares, trading at a considerable discount to peers. CoreWeave’s fleet running on Blackwell GPUs is expected to increase, with a projected $30b+ revenue run rate opportunity by C28, justifying the $131 price target.

CoreWeave, Inc. (NASDAQ: CRWV) is a cloud platform provider specializing in equipment for AI and computing purposes. While the potential for CRWV as an investment is recognized, other AI stocks may offer greater upside potential with less downside risk.

For more insights on AI stocks, check out the 10 Best AI Stocks to Buy Under $50 and the 11 AI Stocks on the Market’s Radar. Please note: This article has no disclosures.

Read more at Yahoo Finance: CoreWeave (CRWV) Draws Bullish Call as Cantor Sees Upside From Blackwell GPUs