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- BofA takes the opposite side from Bernstein on $CRWV BofA reiterates BUY with a $140 PT vs Bernstein's $74. That's almost a $70 gap. That is the sharpest contrast with Bernstein, who modeled losses every year through 2029 and never reached profit. Both banks agree that Q2Bernstein is actually the only one that's very bearish on $CRWV loll The firm rates it as UNDERPERFORM. Its PT is slightly raised from $67 to $74, which still implies a 31% downside from the current price and is also the lowest PT as well. Meanwhile, - BofA Securities:
- Bernstein is actually the only one that's very bearish on $CRWV loll The firm rates it as UNDERPERFORM. Its PT is slightly raised from $67 to $74, which still implies a 31% downside from the current price and is also the lowest PT as well. Meanwhile, - BofA Securities:BERNSTEIN: The more $CRWV grows, the more it has to borrow, and the financing drag keeps net income negative for as far out as they forecast. Bernstein rates CoreWeave Underperform for the long term for 2 reasons: First, they expect CRWV's long-term revenue to land well below
- BERNSTEIN: The more $CRWV grows, the more it has to borrow, and the financing drag keeps net income negative for as far out as they forecast. Bernstein rates CoreWeave Underperform for the long term for 2 reasons: First, they expect CRWV's long-term revenue to land well below
- Michael Burry was proven wrong, at least during the $NBIS earnings session. $NBIS surged 35% on earnings day, showing that the compute shortage is turning into something much bigger for Nebius - pricing power, higher margins, and better financing terms, as per @StockSavvyShay.
