CoreWeave shares dropped about 11% this week amid a broader sell-off in AI infrastructure stocks, though analysts at Jefferies, JPMorgan and Cantor Fitzgerald view the decline as overdone. Jefferies maintained its price target at $150, implying 115% upside, while JPMorgan highlighted robust datacenter demand and long-term take-or-pay contracts. Cantor Fitzgerald called it one of the most attractive entry points despite bond yields exceeding 15% and concerns about future cost of capital. Other neoclouds also declined, with Nebius falling 9% and IREN down 8%.
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