Just caught that Oppenheimer dropped an Outperform recommendation on CoreWeave a couple months back with a $126.93 price target - that's basically 70% upside from where it was trading. The analyst crowd seems pretty bullish on this one overall, with over 770 institutions holding positions now.

What's interesting is watching how the big money is actually positioning themselves. Magnetar trimmed their stake pretty significantly, cutting holdings by over 20%, but Goldman Sachs actually loaded up and increased their allocation by 78% last quarter. Nvidia's sitting on about 5.8% ownership and hasn't budged. Jane Street took a huge exit though, basically wiping out their position.

The put/call ratio is sitting at 0.79 which leans bullish. If you're watching CRWV, the analyst recommendation is definitely a positive signal, but the mixed moves from institutional players suggest people are taking profits at different levels. Revenue projections are looking solid with 140% growth expected, so there's probably more conviction behind that Outperform call than just speculation.