Mizuho Sees Long-Term Upside in CoreWeave (CRWV) Despite Near-Term Risks

2 hours ago 1

Ghazal Ahmed

Thu, January 29, 2026 astatine 7:17 AM CST 2 min read

CoreWeave, Inc. (NASDAQ:CRWV) is 1 of the AI Stocks successful Focus connected Wall Street. On January 26, Mizuho expert Gregg Moskowitz raised the terms people connected the banal to $100.00 (from $92.00) portion maintaining a “Neutral” rating. The steadfast is optimistic connected CRWV long-term, seeing upside from bundle stack income and improved assurance aft $2B NVDA concern & 5GW build-out plans. However, risk/reward remains adjacent successful the abbreviated term.

Prediction Market powered by

Mizuho discussed the caller enlargement of narration betwixt CoreWeave and Nvidia, highlighting plans to accelerate the build-out of 5GW of capableness and an incremental $2 cardinal equity concern from AI spot shaper NVIDIA.

This announcement besides elaborate the imaginable for CRWV to merchantability its bundle stack to different unreality partners and enterprises, which the institution has emphasized to apt beryllium a “meaningful and borderline accretive” semipermanent opportunity.

Mizuho Sees Long-Term Upside successful CoreWeave (CRWV) Despite Near-Term Risks

Mizuho continues to believes that CoreWeave is poised to seizure a meaningful stock of an AI unreality supply marketplace increasing astatine a server-melting pace. The steadfast did person immoderate reservations earlier, but the caller announcement has fixed it assurance successful CRWV’s semipermanent trajectory.

“That said, past July we downgraded to Neutral arsenic we had assessed the risk/reward for CRWV arsenic balanced. Following caller hiccups, we are somewhat much reserved astir the magnitude of imaginable gross upside for CRWV implicit the adjacent fewer quarters successful this highly capacity-constrained environment, but today’s announcement provides incremental assurance successful the longerterm trajectory. Reiterate Neutral and summation PT to $100 (was $92).”

CoreWeave, Inc. (NASDAQ:CRWV) is simply a unreality level supplier that provides instrumentality for AI and different computing purposes.

While we admit the imaginable of CRWV arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 10 AI Stocks connected Market Radar and 10 AI Stocks Analysts Are Watching

Disclosure: None.