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Goldman Sachs upgraded CoreWeave to "Buy" with a price target of $106, stating that the market overestimates financing costs and underestimates its computing charge capabilities.
Goldman Sachs analysts Gabriela Borges and Maura Hager upgraded AI compute provider CoreWeave's rating from "Neutral" to "Buy" on Monday, setting a price target of $106. Goldman Sachs believes investors are overly concerned about CoreWeave's funding payment methods and severely underestimate its potential for compute charging. In its report, Goldman Sachs noted that CoreWeave's primary financing instrument is an asset-backed delayed draw term loan (DDTL) collateralized by GPUs and customer contracts, rather than traditional corporate bonds, leading the market to overestimate its financing costs. Concurrently, Goldman Sachs expects CoreWeave's revenue per megawatt of compute to rise, supporting its bullish thesis. Goldman Sachs projects CoreWeave's free cash flow to turn positive by 2030.
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