Paul Golding lifts Coreweave Stock to $125 after 61% rebound

Coreweave stock has risen 61% from its late-March lows after new AI deals and analyst upgrades brought buyers back to the name. The rebound came after the shares had shed just over 60% of their value at the low point.

Paul Golding and Macquarie

Macquarie analyst Paul Golding raised his price target by more than $30 to $125 per share and said CoreWeave has what it takes to be a “structural player into the next decade.” That call arrived alongside the company’s new business wins, including deals with companies like Anthropic.

CoreWeave’s Mission Control operating system for AI and its priority access to Nvidia GPUs were both part of the investment case behind the renewed interest. The company is also described as a neocloud infrastructure firm, a label that puts its stock squarely in the path of rising AI demand and hyperscale compute demand.

Wolfe Research and CoreWeave

Wolfe Research analyst Alex Zukin set a $150 price target, adding another bullish target for investors to weigh against the stock’s earlier drop. The new targets, ranging from $125 to $150 per share, followed the sharp recovery from late March rather than a fresh slide.

The contrast is the key point for traders watching CoreWeave now: the shares moved from a decline of more than 60% at their worst point to a 61% gain from the late-March lows. For investors already in the name, the stock’s move shows that the market is reassessing CoreWeave’s position after the company secured major AI deals and won higher targets from two analysts.