Bernstein analyst Madison Rezaei raised the firm’s price target on CoreWeave (CRWV) to $67 from $56 on Meta (META) and Anthropic deals, while keeping an Underperform rating on the shares. The firm says its thesis was always that CoreWeave and other neo clouds would do fine in the near term, with longer-term issues to come, but we will concede that the company has exceeded its early 2026 expectations.
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