Back to News
Market Impact: 0.18

CoreWeave Vs. Nebius: Analyst Spotlights Upside For Leading AI Neocloud

Analyst EstimatesAnalyst InsightsArtificial IntelligenceTechnology & InnovationCompany Fundamentals

BNP Paribas analyst Stefan Slowinski sees greater upside in CoreWeave than Nebius, assigning CoreWeave a $192 price target versus a $255 target on Nebius while keeping Nebius at Neutral. The note is a relative valuation call rather than a new operating update, so the immediate market impact is likely limited. It is mildly supportive for CoreWeave and only neutral for Nebius.

Analysis

BNP Paribas analyst Stefan Slowinski sees greater upside in CoreWeave than Nebius, assigning CoreWeave a $192 price target versus a $255 target on Nebius while keeping Nebius at Neutral. The note is a relative valuation call rather than a new operating update, so the immediate market impact is likely limited. It is mildly supportive for CoreWeave and only neutral for Nebius.

AllMind AI Terminal

AI-powered research, real-time alerts, and portfolio analytics for institutional investors.

Request Demo

Market Sentiment

Overall Sentiment

neutral

Sentiment Score

0.12

Ticker Sentiment

CRWV0.35
NBIS