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Guangfa Securities maintains its buy rating for CoreWeave and a target price of $172. It is optimistic about CoreWeave's AI infrastructure demand, a 25% overall price increase, a backlog of $129 billion in orders, new financing structure, and operating costs that are 47% lower than traditional cloud giants. Guangfa Securities predicts revenue of $12.7 billion, $27.3 billion, and $41.8 billion from 2026 to 2028, with EBITDA of $7.5 billion, $15.6 billion, and $21.2 billion, respectively.