According to an industry report, investment bank Oppenheimer stated that based on recent research, CoreWeave, Inc.'s data center capacity expansion appears to be progressing faster than anticipated, which could drive revenue growth this year. Oppenheimer analyst Param Singh wrote in a report to clients, "CoreWeave is scheduled to release its first-quarter earnings on May 7. We anticipate its revenue will be at the high end of the guidance range, and management may significantly raise the 2026 revenue target to above $12-13 billion, exceeding prior expectations. This forecast is based on our industry survey results, which indicate CoreWeave's expansion is exceeding expectations and it has the potential to add 1 gigawatt of capacity before the third quarter, surpassing guidance and projections. We also expect the industry-wide shortage of AI data center capacity to persist for several years, during which time CoreWeave is expected to grow its capacity to at least 6 gigawatts." The analyst further noted that CoreWeave is projected to bring an additional 1 gigawatt of capacity online in the third quarter, an increment that exceeds the full-year guidance target. Consequently, this should also imply potential revenue growth for the current year. The analyst maintained an "Outperform" rating on CoreWeave with a price target of $150, representing approximately 31% upside from the stock's closing price of $114.19 on Wednesday.