Goldman Sachs Raises CoreWeave Target to $139, Maintains Neutral

A raised target paired with an unchanged Neutral rating signals that the improved growth outlook is already reflected in the stock's valuation, not that the risk profile has shifted. That distinction matters for how AI-cloud names are being priced more broadly: analysts appear willing to mark up growth assumptions without moving to a constructive stance. Whether other coverage follows with similar target-only revisions, rather than rating changes, is the open question.