Wall Street analysts issue bullish calls on CoreWeave, Amazon, Microsoft and bitcoin miners

  • UBS initiated CoreWeave and five bitcoin miners at Buy.
  • CoreWeave received a $120 target, implying about 40% upside to its current price.
  • Stifel upgraded Microsoft to Buy, while JPMorgan upgraded BP and Graphic Packaging to Overweight.

Wall Street analysts delivered a broad slate of bullish recommendations on Wednesday. UBS initiated CoreWeave at Buy with a $120 price target, describing robust growth and expanding AI infrastructure coverage beyond hyperscalers and Oracle. The firm also initiated Tera Wulf, Cipher Mining, Hut 8, Core Scientific and Applied Digital at Buy, citing rapid growth as AI adoption increases and model developers remain constrained in meeting demand. Wolfe raised Amazon's target to $320 from $315 while reiterating Outperform, and Stifel upgraded Microsoft to Buy from Hold. Other new or reiterated positive calls covered Guardian Pharmacy Services, HCA Healthcare, SpaceX, Beta Bionics, Teva Pharmaceuticals, Amphenol, TE Connectivity, Palantir, Marvell, Micron, Apple, BP, Graphic Packaging, Madrigal Pharmaceuticals, Maze Therapeutics, Belden and The Toro Company. The recommendations also included an Overweight initiation on FS Specialty Lending Fund by Compass Point.

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