Bullish

Citigroup Raises Coreweave and Nebius Target Prices by 12% and 17% Respectively

18:18

Citigroup upgrades price targets for AI infrastructure firms Coreweave and Nebius to $159 and $324, signaling increased institutional valuation for cloud computing assets.

Woofun AI reports that Citigroup has adjusted its equity valuations for two major artificial intelligence and cloud computing service providers. The bank raised its target price for Nebius from $278 to $324 and increased the target for Coreweave from $142 to $159.

WOOFUN AI

Impact Assessment · Quick Read

The upward revision of price targets by a major global bank indicates strengthening institutional confidence in the AI infrastructure sector. Higher valuations for Coreweave and Nebius may reflect expectations of sustained demand for GPU compute resources. This move could encourage further capital inflow into related AI hardware and cloud service equities.
Generated by WOOFUN AI · For reference only, not investment advice

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花旗把 Nebius 目标价从 278 美元提到 324 美元,Coreweave 也从 142 美元增至 159 美元。两家传统云厂商的估值收缩得差不多了,股价回调后反而显得有支撑。机构对算力基础设施的定价逻辑在变化,可能市场现在更看重实际部署率而非纯概念。这种调整或许意味着阶段性底部的信号正在形成。
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