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FINWIRES

オッペンハイマー氏によると、CoreWeaveは生産能力の急速な成長と旺盛な需要を背景に、第1四半期の業績が好調で、2026年の業績見通しを引き上げる見込み。

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-- オッペンハイマー証券は水曜日のレポートで、CoreWeave（CRWV）は5月7日に発表する売上高がガイダンスの上限に近い水準となり、2026年の売上高見通しを120億ドルから130億ドルを大きく上回る可能性があると述べた。これは、容量の拡大ペースが予想を上回り、AIデータセンターの需要が引き続き堅調に推移しているためだ。 オッペンハイマー証券は、CoreWeaveが9月までに約1ギガワットの稼働容量を追加する可能性があると指摘。これは同社のガイダンスや市場予想を上回るペースであり、この容量拡大の加速は2026年の売上高を押し上げ、通期売上高が140億ドルに近づくという同社の見方を裏付ける可能性があるとしている。 OpenAIに関する懸念は、AIデータセンター容量の需要が供給を依然として大幅に上回っているため、対処可能な範囲にとどまるとみられる。AI容量の深刻な不足は今後5～7年間続くと予想され、CoreWeaveはこの期間中に少なくとも6ギガワットまで容量を拡大する可能性があると、レポートは述べている。 AI推論へのシフトは、CoreWeaveの収益性を向上させる可能性がある。推論は、トレーニングよりも低コストでメガワット当たりの収益を増加させることができるからだ、とレポートは述べている。 Oppenheimerは、CoreWeaveのトレーニングと推論の両方における成長が長期的な見通しの強化を裏付けているとして、投資判断を「アウトパフォーム」に据え置き、目標株価を140ドルから150ドルに引き上げた。 同社の株価は水曜日の取引で6%以上上昇した。

Price: $111.94, Change: $+6.41, Percent Change: +6.07%

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Research Alert: CFRA Keeps Buy Rating On Shares Of Biogen Inc.

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