JPMorgan analyst Mark Murphy more than doubled his price target on CoreWeave Inc. to $135 from $66 while reiterating an Overweight rating, saying the cloud-computing firm continues to benefit from a shortage of artificial-intelligence capacity and a "huge ramp" in demand. The call sent the stock up about 5% to $129.55 in late-morning New York trading on Monday. Citi also turned more optimistic, upgrading CoreWeave to Buy and setting a $160 target on expectations that growth could accelerate into 2026. While both banks cite the company’s differentiated AI infrastructure, they caution that high capital-expenditure-driven debt and customer concentration remain risks. The bullish analyst commentary comes ahead of CoreWeave’s fiscal second-quarter results scheduled for Tuesday, its first full report since listing. Further volatility is likely later in the week when roughly 84% of the company’s shares become eligible for sale as the IPO lock-up period expires after the close on 15 August.