CoreWeave (NASDAQ: CRWV) trades at $91.90 against a Wall Street consensus price target of $138.03, leaving roughly 50% between current levels and analyst expectations. The revenue backlog reached $99.4 billion in Q1, up nearly 50% sequentially, and includes a $21 billion Meta commitment, an Anthropic multi-year deal for Claude, and expansions with OpenAI, Jane Street, and Hudson River Trading. Of analysts tracked, 26 rate CoreWeave a Buy, 9 rate it Hold, and 2 rate it Sell, while Rosenblatt’s John McPeake holds the most bullish position on the street with a $250 price target. Peers Nebius Group (NASDAQ: NBIS), IREN (NASDAQ: IREN), and Applied Digital (NASDAQ: APLD) all rallied during the same window in which CoreWeave fell, framing the decline as company-specific rather than sector-wide. Nebius trades near $225.74 and is up 169.69% year to date after posting 279.6% revenue growth and signing its own $27 billion Meta agreement, with a consensus target of $258.13 implying around 14% further upside.