CoreWeave Stock Has a Massive AI Catalyst. We See 94% Upside

CoreWeave (NASDAQ:CRWV) is positioning itself as the “purest” public-market play on AI infrastructure, and 24/7 Wall St. is pointing to a bullish setup after a three-month slide. The outlet’s price target is $167.84, implying 94.19% upside from the $86.44 quoted level, and it rates the stock a buy with moderate confidence. The piece highlights strong Q2 2026 results reported August 11: revenue of $2.575 billion (+112.32% YoY), GAAP EPS of -$1.14 beating -$1.447 consensus, and backlog reaching $104 billion. Risks cited include heavy capex, interest expense, dilution concerns, and a securities fraud class action tied to a Q4 2025 filing. Comparisons are made with Nebius (NASDAQ:NBIS) and Oracle (NYSE:ORCL).