Woofun AI reports that Goldman Sachs raised its 12-month target price for CoreWeave from $121 to $139 on August 20, while maintaining a neutral rating. The firm noted that CoreWeave's second-quarter revenue met expectations, with EBIT margins exceeding market consensus by 200 basis points. Backlog orders grew 5% quarter-on-quarter to $104 billion, including over $25 billion in new committed orders since the third quarter. Active power installation capacity rose from 1 GW in the first quarter to over 1.5 GW, with contracted capacity reaching 4.2 GW. Goldman Sachs highlighted clear short-term prospects, noting that demand continues to outpace supply and GPU pricing remains high. The firm expects EBITDA to increase from $3.1 billion in 2025 to $31.3 billion by 2028, driven by expanding enterprise client bases and ongoing capacity expansion.