Jefferies raised its bullish stance on CoreWeave after noting strong AI demand that exceeds supply, allowing the company to command higher near-term pricing. Discussions with CoreWeave's executives and customers highlighted broad demand visibility through 2028 and praised the company's reliability compared to competitors like Amazon, Microsoft, and Oracle. CoreWeave's strategy of contracting capacity closer to operation start dates positions it to benefit from current high prices. Jefferies also noted CoreWeave's expansion into AI software with its Forge platform, reinforcing its potential as a major AI infrastructure provider. The analyst reiterated a "buy" rating and a $150 price target on the stock.
Amazon, Microsoft, and Oracle stocks show modest gains on Pluang, with Oracle up 2.20% and Microsoft up 0.38% as of Oct 03, 2026 00:51 WIB. Amazon trades at USD 251.17 with a 1.18% increase, reflecting steady investor interest despite CoreWeave's rising AI demand and capacity constraints noted in the news.
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