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CoreWeave initiated with an Outperform at Northland

Northland analyst Nehal Chokshi initiated coverage of CoreWeave (CRWV) with an Outperform rating and $80 price target The company’s brand is already established as the performance at scale leader for training and inferencing, the analyst tells investors in a research note. The firm “strongly” believes CoreWeave has established itself as the leader in training artificial intelligence as a service infrastructure base. Northland believes the company is also “differentiated” at the inferencing stage of AI workloads. It thinks CoreWeave will achieve 10% AIaaS market share in 2025 and be able to sustain the 10% market share.

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