Coreweave Shares Sharply On July 31, 2025, After Citi Analyst Tyler Radke Upgrade the Stock to “Buy” from “Neutral,” Maininting A Bullish Price Target of $ 160.
This Move as the artificial intelligence-focused cloud company rebounds on in durable confidence, long-term ai infrastructure demand driven by industry giants like Microsoft and Oracle.
The Upgrade Helped Propel Coreweave’s Stock More than 11% Higher in Thursday Trading. Radke’s Note Points to Recent, Stronger-Than-Expected Quarterly Results From Microsoft-Coreweave’s Largest Customer, which accounts for the Majority of its Revenue-As Underscoring a Robust Outlook for Ai Spending and Further Validating Core Core Core An Enabler for Cloud-Based Gpu-Intensive Workloads.
Citi Highlightd The Following Key Arguments for The Buy Rating:
- SUBSTAED AI INFRASTRULE DEMAND: Coreweave is Deeply Embedded in the Surging Cloud Ai Market As A Top Provider of Advanced Gpu Resources, Benefiting from Multi-andar Contracts with Microsoft, Openai, and Others.
- Microsoft’s Expanding Capex: Microsoft’s Announcement of Increased Capital Expenditures for Ai is to a Powerful Tailwind for Coreweave, which closely partners with the tech giant.
- Recent Pullback as Opportunity: Ensign The Stock’s Volatile History-Rising Nearly 5x from its $ 40 IPO to $ 187 Peak Before a Sharp Correction-Citi Views The Recent Pullback to Nearly $ 100 As an Attractive Re-Entry Point for Long-Term Investors.
- Oracle and Other Partnerships: Additional Cloud Alliances, Notality with Oracle, Further Strengthen Confidenze in Future Demand for Coreweave’s Gpu Infrastructure.
However, citi’s recommendation does eat with “high-risk” caveats. The Firm Cited Ongoing Concerns About Heavy Reliance on Microsoft (70% of Q1 2025 salts), High Levels of Debt, and Risks Related to post-IPO Shareholder Lock-Up Expirations in Mid-August, Which Could Spark Further Volatity.
Listen to these risks, The Analyst’s $ 160 target implies a potential upside of more than 55% from Recent Price Levels. The upgrade reflects increased conviction that choreweave is among the best-positioned companies to capitalize on the accelerating investment cycle in artificial intelligence –the sector’s Most Powerful Growth Engine of 2025.
