<p> Goldman Sachs raised CoreWeave target price 97% to $120 while maintaining Neutral rating on July 29. FY25 revenue projected at $5.008B (+161%), backed by $15.9B OpenAI contract portfolio. Company faces customer concentration risk, 6x net debt/EBITDA leverage, and 50% depreciation pressure. Balancing $400B AI infrastructure opportunity against intensifying competition.</p>

Goldman Sachs raised CoreWeave target price 97% to $120 while maintaining Neutral rating on July 29. FY25 revenue projected at $5.008B (+161%), backed by $15.9B OpenAI contract portfolio. Company faces customer concentration risk, 6x net debt/EBITDA leverage, and 50% depreciation pressure. Balancing $400B AI infrastructure opportunity against intensifying competition.

<p>&nbsp;Goldman Sachs raised CoreWeave target price 97% to $120 while maintaining Neutral rating on July 29. FY25 revenue projected at $5.008B (+161%), backed by $15.9B OpenAI contract portfolio. Company faces customer concentration risk, 6x net debt/EBITDA leverage, and 50% depreciation pressure. Balancing $400B AI infrastructure opportunity against intensifying competition.</p>

Why CoreWeave Worth $100B? Goldman Reveals AI Computing Giant's Risks & Rewards

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.

The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.

Perfect for your commute, coffee break, or pre-market scan.

Business

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.

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Why CoreWeave Worth $100B? Goldman Reveals AI Computing Giant's Risks & Rewards

Why CoreWeave Worth $100B? Goldman Reveals AI Computing Giant's Risks & Rewards