Evercore ISI 分析师 Amit Daryanani 分享了他对 CoreWeave CRWV -0.93% ▼ 斥资 90 亿美元收购 Core Scientific CORZ +1.11% ▲ 的看法。这位顶级分析师认为：“虽然收购 CORZ 可能带来战略优势，但 CRWV 完全有能力独立发展。” 他维持对 CRWV 的“买入”评级，并将目标价维持在 175 美元，这意味着该股较当前价格有 28.6% 的上涨潜力。

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Daryanani is a five-star analyst on TipRanks, ranking #93 out of the 10,084 analysts tracked. He boasts a 66% success rate and an impressive average return per rating of 19.70%.

CoreWeave is an AI cloud-computing company specializing in providing cloud-based graphics processing unit (GPU) infrastructure to AI developers and enterprises. Core Scientific operates data centers for digital asset mining, primarily Bitcoin (BTC-USD) mining.

Core Scientific Is Not a ‘Must Have’

Daryanani emphasizes that CoreWeave’s outlook remains attractive even without acquiring Core Scientific. The deal could improve operational efficiency and increase power capacity, but CoreWeave already has strong resources to support significant growth on its own.  

CoreWeave’s management is confident about the strategic benefits of the acquisition. The deal is expected to be accretive, potentially increasing earnings per share (EPS) by $0.30 to $0.40 by cutting lease costs and saving $500 million annually. Nonetheless, CoreWeave can still meet its growth targets without acquiring Core Scientific, adds Daryanani.

He highlighted that CoreWeave’s current contracted power capacity of 2.2 gigawatts is enough to support its planned growth, with potential to expand further through recent partnerships. The company’s backlog of projects is well-backed by this capacity, ensuring strong revenue over the next few years. If demand surges, CoreWeave can also seek additional partnerships or secure more data center capacity elsewhere.

CoreWeave-Core Scientific Deal Faces Uncertainty

Core Scientific shareholders are set to vote on the proposed all-stock acquisition on October 30. The merger has been approved by the boards of both companies. However, proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis have recommended shareholders vote against the deal.

Also, activist investor Two Seas Capital, which owns about 6.2% of Core Scientific, is urging shareholders to reject the merger, saying it undervalues the company. The upcoming vote is a key decision for shareholders to either accept the deal or keep Core Scientific independent.

Is CoreWeave a Strong Buy?

Analysts remain divided on CoreWeave’s long-term outlook. On TipRanks, CRWV stock has a Moderate Buy consensus rating based on 14 Buys, 10 Holds, and one Sell rating. The average CoreWeave price target of $158.17 implies 16.3% upside potential from current levels. Since its public listing on March 31, 2025, CRWV stock has surged nearly 267%.

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