营收将迎来 “显著 “上修 德银给予 CoreWeave“买入” 评级
Deutsche Bank expects CoreWeave to see significant revenue upgrades, assigning it a "Buy" rating. Analyst Brad Zelnick noted that revenue and remaining performance obligations will rise significantly in the next one to two quarters, despite long-term uncertainties in the artificial intelligence sector. CoreWeave has established partnerships with companies such as OpenAI, Microsoft, Meta, and NVIDIA, and is expected to benefit from the launch of new computing resources in the next 12 to 18 months
According to Zhitong Finance APP, Deutsche Bank expects CoreWeave (CRWV.US) to see a "significant" upward revision, giving it a "Buy" rating. As of Monday's close, the stock rose 7.60%, reporting at $120.47.
"We see several positive factors working together to support a significant upward revision in revenue/remaining performance obligations (RPO) over the next one to two quarters," analyst Brad Zelnick wrote in a report to clients. "Although there are still some long-term uncertainties in the artificial intelligence sector, investors have shown a willingness to reward this."
Zelnick noted that the company should benefit from new computing resources set to go live in the next 12 to 18 months, all of which have not yet signed customer contracts. He revealed that the company has also established partnerships with OpenAI, Microsoft (MSFT.US), Meta (META.US), NVIDIA (NVDA.US) (including the recently announced updated agreement), and another "top-tier" hyperscale service provider.
"We believe the strength and technical depth of these partnerships have not been fully recognized by the market. In industry research, CoreWeave has consistently been viewed as a clear leader in the large-scale delivery of high-performance GPU computing power. With the combination of these partnerships and technological leadership, we believe CoreWeave will undoubtedly become an important participant in the future AI plans of these giants," Zelnick explained
