📊 𝐀𝐍𝐀𝐋𝐘𝐒𝐓 𝐀𝐋𝐄𝐑𝐓: D.A. Davidson Downgrades Nebius and CoreWeave Amid Valuation Concerns - $Nebius(NBIS.US) $Coreweave(CRWV.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ D.A. Davidson initiates 𝐍𝐞𝐛𝐢𝐮𝐬 with 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 rating and $𝟐𝟓𝟎 target.➤ Firm cuts 𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞 target to $𝟏𝟎𝟎 from $𝟏𝟕𝟓, maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥.➤ Davidson remains bullish on long-term 𝐀𝐈 𝐜𝐥𝐨𝐮𝐝 infrastructure demand.➤ Nebius praised for strong execution, low debt, and diversified 𝐀𝐈 𝐜𝐥𝐨𝐮𝐝 strategy.➤ Nebius revenue projected to exceed $𝟏𝟎.𝟔𝐁 by 𝟐𝟎𝟐𝟕.➤ CoreWeave faces concerns over 𝐩𝐫𝐨𝐟𝐢𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲, leverage, and borrowing costs above 𝟗%.➤ CoreWeave revenue forecast to surpass $𝟐𝟓𝐁 in 𝟐𝟎𝟐𝟕 despite margin pressures.The copyright of this article belongs to the original author/organization.
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