Just saw that Oppenheimer jumped into CoreWeave coverage back in early March with an Outperform call. They're looking at about $126.93 as the one-year target, which is roughly 70% upside from where it was trading around $74.82. Pretty solid upside if they're right.

What caught my eye though is the mixed signals from the big money. Oppenheimer's bullish, sure, but look at what the institutions are actually doing. Magnetar cut their stake by over 20% last quarter - went from 82M shares down to 68M. That's a notable pullback from someone who clearly knows the space. Goldman Sachs on the other hand added to their position, nearly doubled it actually. Nvidia's just sitting tight with their 24M shares, no movement.

The revenue growth story looks real - they're projecting 12.3 billion in annual revenue, up 140%. That's the kind of AI infrastructure demand everyone's talking about. But the earnings side is still negative at -0.48 EPS, so it's definitely a growth-at-a-loss play right now. Put/call ratio sitting at 0.79 suggests traders are leaning bullish, at least.

There's clearly a divergence between what the analysts see and what some of the smart money is doing. Oppenheimer's optimistic, but I'd watch those institutional moves closely. When mega-funds like Magnetar start trimming, that usually means something.