Wolfe starts ‘best positioned neocloud’ CoreWeave with an Outperform

As previously reported, Wolfe Research initiated coverage of CoreWeave (CRWV) with an Outperform rating and $150 price target The firm views CoreWeave as the best positioned neocloud to continue expanding capacity with a positive FY26 catalyst path and believes its financing engine is “a key differentiator that sets it apart” from peers, the analyst tells investors. In the growing neocloud ecosystem, four things are important – relationship with supplier, who you get demand from, capacity, and how you fund projects – and CoreWeave “leads in all four,” the analyst added.

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