Cantor Fitzgerald维持CoreWeave“增持”评级,称新签合同资本回收期缩短近一半

智通财经
Oct 19
【Cantor Fitzgerald维持CoreWeave“增持”评级,称新签合同资本回收期缩短近一半】Cantor Fitzgerald维持CoreWeave“增持”评级及176美元目标价,认为近期股价大幅下跌属于市场过度反应,AI算力需求仍然强劲,客户持续寻求算力资源,而市场供应依然紧张。该机构指出,CoreWeave目前签订的合同经济效益明显优于两年前甚至今年年初的合同,资本开支回收期已缩短近一半,有望改善公司的信用状况和融资能力。尽管CoreWeave过去一周股价累计下跌23.5%至61.39美元,且债务到期收益率已升至15%,引发市场对融资成本的担忧,但Cantor Fitzgerald认为,合同盈利能力改善将有助于缓解相关压力。公司过去12个月营收同比增长115%,近期还宣布与AdaniConneX合作,在印度新孟买规划新增240兆瓦数据中心容量。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10