广发证券海外电子通信维持CRWV“买入”评级及172美元目标价

Odaily Planet Daily News: Citrini analyst jukan stated on the X platform that GF Securities' overseas electronics and communications division has published a review of CoreWeave's Q2 2026 performance, maintaining a Buy rating and a $172 price target. The analyst believes that with continued growth in AI infrastructure demand and rising cash flow pressure on major cloud service providers, there remains room for expansion in the emerging cloud service provider market. The analyst also noted that CoreWeave's pricing power is strengthening, with the company raising prices across its entire product line by 25% since July. Additionally, the company's backlog of orders stands at $129 billion. Furthermore, some Nvidia A100 GPUs deployed in 2020 have been contracted for lease through 2029, indicating that older GPUs can still generate ongoing revenue. The company has also secured 360MW of computing capacity in Indonesia, which is expected to further improve profitability by leveraging lower data center operating costs in the region.

Previously reported, CoreWeave CFO Nitin Agrawal stated that the company recently signed a new lease contract for Nvidia A100 GPUs, extending the term through 2029.