Just noticed Oppenheimer initiated coverage on CoreWeave (CRWV) back in early March with an Outperform rating. They're calling for $126.93 per share, which would be about 70% upside from where it was trading around $74.82. That's a pretty bullish initiate signal from a major analyst.

What's interesting though is the mixed institutional moves. Magnetar trimmed their position by 20%, but Goldman Sachs actually beefed up their stake by 70% in the same quarter. Nvidia's sitting on 24M shares unchanged. So while the analyst initiated this with optimism, the big money seems split on the direction.

Revenue's projected at 12.3B with massive 140% growth, though they're still showing negative EPS at -0.48. The put/call ratio is at 0.79 which leans bullish. 773 funds hold positions now, up slightly from last quarter. Worth keeping an eye on how this plays out - the analyst initiation is fresh but institutional conviction looks mixed right now.