Cantor says "market is getting it wrong' on Coreweave (CRWV), buy the dip"'; Evercore sticks with Outperform rating on CRWV

Coordinated reiterations of bullish ratings into a falling share price follow a familiar pattern in recently listed, high-multiple growth names: analysts defend thesis rather than mark-to-market, and the pushback language ('buy the dip', 'market is getting it wrong') tends to surface after a drawdown has already tested the IPO-era holder base. Historically such defences stabilise the stock only when the cited thesis rests on contract backlog or capacity commitments that are verifiable, and fail where the concern is funding structure or customer concentration, since those are balance sheet questions analysts cannot resolve by reiteration. For AI infrastructure names with heavy debt-funded capex and a concentrated client roster, the distinction that has mattered is whether the selloff is multiple compression or a credit story migrating into the equity; the former attracts dip-buying, the latter eventually pulls in the convert and high-yield books. The follow-ons worth noting are whether other houses echo the defence or quietly trim targets, and whether the company's own disclosures on contracts and financing corroborate the bullish case. As commentary rather than new information, the note carries signalling value about where the sell-side's conviction sits, not about the underlying dispute.