Analysts see AI stock dip as buy chance
Treyst Investment Bank analysts consider the decline in cloud computing infrastructure stocks to be an exceptional buying opportunity. They have recommended increasing positions in both CoroWeef and Ne Bius Group despite concerns related to AI sector funding and the cancellation of Fermus' IPO. They have set a target price of $165 per share for CoroWeef and $355 for Ne Bius, emphasizing that the valuations of both companies are justified due to deferred orders that ensure future growth until 2028. Additionally, they own highly efficient technologies in their data centers, with advantages in capacity and liquidity generated from pre-contracted deals, which enhance their financial resilience and reduce reliance on external financing.
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