Analysts Reaffirm Buy on CoreWeave (CRWV) Following Expanded NVIDIA Partnership and Growth Plans

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Analysts Reaffirm Buy on CoreWeave (CRWV) Following Expanded NVIDIA Partnership and Growth Plans

Sheryar Siddiq

Sun, February 15, 2026 at 10:41 PM GMT+9 1 min read

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  •                                       StockStory Top Pick 
    

    NVDA

    -2.21%

 CRWV  

 +0.36%  

CoreWeave Inc. (NASDAQ:CRWV) ranks among the best innovative stocks to buy according to Wall Street analysts. Following CoreWeave Inc.’s (NASDAQ:CRWV) improved partnership with NVIDIA, DA Davidson reaffirmed a Buy rating on the company’s shares with a $110 target price. The company stated that it will accelerate the development of over 5 gigawatts of capacity by 2030, with a $2 billion equity contribution from NVIDIA.

Analyst Alex Platt stated that the NVIDIA agreement gives CoreWeave Inc. (NASDAQ:CRWV) the “necessary support to sustainably build their future infrastructure.”

Stifel also addressed the expanded collaboration, claiming that the $2 billion equity funding will allow CoreWeave Inc. (NASDAQ:CRWV) to accelerate the development of up to 200MW of capacity by 2030 as part of its broader 5GW “AI Factory” strategy, while contributing to a significant reduction in weighted average cost of capital.

CoreWeave Inc. (NASDAQ:CRWV) operates a cloud platform that provides scaling, support, and acceleration for GenAI. It builds the infrastructure that supports enterprise compute workloads.

While we acknowledge the potential of CRWV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

**READ NEXT: 10 Best Magic Formula Stocks for 2025 and **10 Best Retirement Stocks to Buy According to Hedge Funds.

Disclosure: None. This article is originally published at Insider Monkey.

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