Goldman Sachs raised the target price of CoreWeave to $139 to maintain a neutral rating

According to the tide study, Goldman Sachs increased the 12-month target price of CoreWeave from $121 to $139 to maintain a neutral rating. CoreWeave ' s second quarter collections were in line with expectations, EBIT ' s profit margin exceeded the market consensus by 200 basis points and the 2026 collection guidelines exceeded market expectations by 1 per cent. The backlog of collection orders increased by 5 per cent to $104 billion, with over $25 billion in commitment orders added since the third quarter. The active power loader increased to more than 1.5 GW, and the contracted power loader reached 4.2 GW. Goldman Sachs expects that EBITDA will increase from $3.1 billion in 2025 to $31.3 billion in 2028。