Despite stock price halving, Goldman Sachs maintains a buy rating: With tens of billions in orders, CoreWeave (CRWV) faces a major financing test worth several billions.

According to Jinzi Finance APP, as a leading provider of AI computing power infrastructure, CoreWeave (CRWV.US) holds orders worth over 100 billion in hand and is experiencing rapid business expansion. However, capital expenditure pressures and financing gaps have become the market's main concerns. On October 21, 2026, Goldman Sachs released an in-depth research report, maintaining a buy rating based on the analysis of the company's funding needs, with a 12-month target price of $106—representing a 71.5% upside from the share price of $61.82 on the report date—while warning that the implementation of financing remains the primary investment risk.