Shay Boloor(@StockSavvyShay):UBS initiated $CRWV at Buy with a $120 price target citing “outstanding AI compute demand signals” and saying revenue per GW will march higher. The firm also says leverage and credit concerns may be peaking while the stock still trades at just ~3x 2027 revenue.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.09.23 11:28

UBS initiated $CRWV at Buy with a $120 price target citing “outstanding AI compute demand signals” and saying revenue per GW will march higher. The firm also says leverage and credit concerns may be peaking while the stock still trades at just ~3x 2027 revenue.