BNP Paribas analyst Stefan Slowinski sees more upside in CoreWeave Inc (NASDAQ:CRWV) than Nebius Group NV (NASDAQ:NBIS), assigning CoreWeave a $192 price forecast while rating Nebius Neutral with a $255 forecast.
• CoreWeave stock is showing notable weakness. Why is CRWV stock dropping?
CoreWeave: Execution Drives The Debate
Slowinski said investor discussions around CoreWeave focused on execution, management messaging and the company’s ability to deliver against guidance.
He said CoreWeave’s mixed delivery record has contributed to its underperformance versus Nebius and IREN Ltd (NASDAQ:IREN) over the past 12 months.
