Piper Sandler Cuts Fastly Price Target as Core Delivery Slowdown Crushes the Q1 Print

Piper Sandler analyst James Fish lowered his price target on Fastly (NYSE:FSLY) stock to $27 from $30, while keeping a Neutral rating after a Q1 FY2026 print the firm described as “more in-line vs.
Nasdaq

Core Scientific Announces Exercise of Additional Contract Option by CoreWeave for Delivery of Approximately 112 MW of Additional Infrastructure to Host High-Performance ...

Core Scientific Actively Seeking Additional Sites to Expand HPC Hosting Capacity beyond Original 500 Megawatts “We have now contracted with CoreWeave for a total of 382 megawatts of HPC infrastructure ...
Seeking Alpha

DoorDash EBITDA could double as core delivery business outperforms -analyst

DoorDash Inc (NASDAQ:DASH) could see its EBITDA double over the next two years as increased advertising penetration and reduced losses could drive the company's earnings before interest, taxes, ...
Nasdaq

Core Scientific Announces New Contract with CoreWeave for Delivery of Approximately 70 MW of Additional Infrastructure to Host High-Performance Computing Operations

Marks Another Meaningful Step in Execution of Portfolio Diversification Strategy Increases Total Owned and Contracted Infrastructure Allocated for HPC Hosting to Approximately 270 MW “We are excited ...