Sam Badawi(@Sam_Badawi):$NBIS was initiated at Neutral with a $250 price target by D.A. Davidson, which praised the company’s strong execution, low debt profile, and diversified AI cloud strategy. They project Nebius revenue could exceed $10.6B by 2027 as demand for AI infrastructure continues accelerating. $CRWV had its price target cut to $100 from $175 by D.A. Davidson, which cited valuation, profitability, leverage, and borrowing cost concerns despite maintaining a Neutral rating. They expect CoreWeave revenue to surpass $25B by 2027, though margin pressures and financing costs above 9% remain key risks.

2026.05.18 16:05

$NBIS was initiated at Neutral with a $250 price target by D.A. Davidson, which praised the company’s strong execution, low debt profile, and diversified AI cloud strategy. They project Nebius revenue could exceed $10.6B by 2027 as demand for AI infrastructure continues accelerating. $CRWV had its price target cut to $100 from $175 by D.A. Davidson, which cited valuation, profitability, leverage, and borrowing cost concerns despite maintaining a Neutral rating. They expect CoreWeave revenue to surpass $25B by 2027, though margin pressures and financing costs above 9% remain key risks.