<div id="readability-page-1">Madison Rezaei, an analyst from Bernstein, maintained the Sell rating on CoreWeave. The associated price target remains the same with $67.00.<h3>Claim 55% Off TipRanks</h3>New trading tool for CRWV bulls Madison Rezaei has given his Sell rating due to a combination of factors, primarily centered on CoreWeave’s ambitious 2026 AOI guidance and the company’s current profitability profile. He highlights that the firm’s low single-digit margins, coupled with an aggressive ramp in second-half revenues, imply a steep and uncertain path to reaching the $900 million to $1.1 billion AOI target, especially for a relatively young platform still working through scaling challenges. Rezaei also underscores meaningful execution risk around the timing and efficiency of data center buildouts, noting that even modest delays or lower-than-hoped-for steady-state margins could cause CoreWeave to fall short of its goals. While he acknowledges potential upside from additional deal signings and near-term stock momentum, he maintains that the long-term fundamentals—particularly the sustainability of the business model and the company’s ultimate positioning within the broader infrastructure ecosystem—do not justify the current valuation, supporting an unchanged $67 price target and an Underperform (Sell) stance. Rezaei covers the Real Estate sector, focusing on stocks such as Equinix, Crown Castle, and Digital Realty. According to TipRanks, Rezaei has an average return of -4.4% and a 54.55% success rate on recommended stocks. </div>

📢Giveaway Event
Data center stocks CoreWeave and Iren have already reported earnings, with NBIS set to take center stage this Wednesday. The sector has been strong since the beginning of the year! Which side are you on in this sector?1️⃣ The Trading Proponent – ​​How did you trade before and after the earnings reports? Share your actual holdings and entry/exit points, along with your judgment, for a higher chance of winning!2️⃣ The In-Depth Proponent – ​​Is Neocloud truly the sharpest shovel for AI? Write your independent analysis of CRWV/IREN/NBIS or the entire sector. Your opinions will earn you a chance!Reward Rules:🥇 Excellent Content Award: Up to HKD 10 stock voucher per person☀️ General Award: 88 Task Coins per personWinning entries will be selected through comprehensive evaluation. Entries must be well-reasoned, supported by evidence, and demonstrate independent judgment. Purely AI-generated content will not be accepted. No limit on the number of winners!The event ends at 24:00 on May 14th. Prizes will be distributed within 15 business days after the event ends. Changqiao reserves the right to interpret these terms and conditions.

📢Giveaway Event Data center stocks CoreWeave and Iren have already reported earnings, with NBIS set to take center stage this Wednesday. The sector has been strong since the beginning of the year! Which side are you on in this sector?1️⃣ The Trading Proponent – ​​How did you trade before and after the earnings reports? Share your actual holdings and entry/exit points, along with your judgment, for a higher chance of winning!2️⃣ The In-Depth Proponent – ​​Is Neocloud truly the sharpest shovel for AI? Write your independent analysis of CRWV/IREN/NBIS or the entire sector. Your opinions will earn you a chance!Reward Rules:🥇 Excellent Content Award: Up to HKD 10 stock voucher per person☀️ General Award: 88 Task Coins per personWinning entries will be selected through comprehensive evaluation. Entries must be well-reasoned, supported by evidence, and demonstrate independent judgment. Purely AI-generated content will not be accepted. No limit on the number of winners!The event ends at 24:00 on May 14th. Prizes will be distributed within 15 business days after the event ends. Changqiao reserves the right to interpret these terms and conditions.

Data center earnings season: Who is the true leader?

CRWV

CLOU

Analyst Madison Rezaei from Bernstein has maintained a Sell rating on CoreWeave, reaffirming a price target of $67. He cites execution risks and thin profit margins as key concerns, particularly regarding the company's ambitious 2026 AOI guidance of $900 million to $1.1 billion. Rezaei emphasizes the challenges of scaling and potential delays in data center buildouts, which could hinder CoreWeave's performance. Despite acknowledging possible short-term gains, he believes the long-term fundamentals do not support the current valuation, leading to his continued Sell stance.

Tip Ranks

Coreweave

Global X Cloud Computing ETF

Invesco Semiconductors ETF

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

ISHRS S&P Glb It

Tradr 2X Long CRWV Daily ETF

Global X Data Center & Dgtl Infrs ETF

Leverage Shares 2X Long CRWV Daily ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

Franklin Exponential Data ETF

T-REX 2X Long CRWV Daily Target ETF

SPDR S&P Semicon

Proshares Big Data Refiners ETF

Equinix

Crown Castle

Digital Realty Trust

CoreWeave Rated Sell as Execution Risks and Thin Margins Undermine Ambitious 2026 AOI Guidance; $67 Price Target Reaffirmed