CoreWeave signs $6.3 billion cloud capacity deal with NVIDIA

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Barclays Reiterates Equalweight Rating on CoreWeave (CRWV) Post Nvidia (NVDA) Deal

September 15, 2025 10:44 AM EDT

Barclays analyst Raimo Lenschow reiterated an Equalweight rating and $140.00 price target on CoreWeave (NASDAQ: CRWV)

The analyst comments "This morning, CoreWeave put out an 8K disclosing that it had entered into a new order form with Nvidia (covered by Tom O'Malley) under its existing Master Services Agreement (MSA), with Nvidia contracted to spend $6.3bn on CoreWeave infrastructure. More... More