CoreWeave Inc. (CRWV) 19 October 2026 | 7:36AM EDT Equity Research | | | We upgrade CoreWeave from Neutral to Buy with 73% upside to our price target of $106 (down from $139 prior). The stock is down 43% since Aug 11 (2Q EPS) and 24% in the last 5 trading days, per our understanding due to a) ongoing volatility in the credit market, which raises questions on if and at what rate CoreWeave will be able to finance their next phase of growth; b) debate on demand for intelligence at the frontier vs. off frontier ...