Analysts' median target prices imply triple-digit upside for two Nasdaq-100 stocks: CoreWeave (126% from $62, target $142.50) and Rocket Lab (105% from $51, target $105). CoreWeave's Q2 revenue rose 112% to $2.5 billion and its shares jumped 14% after results, but its non-GAAP net loss widened to $567 million as financing costs grew. The author considers its 4.3 times sales valuation relatively cheap given projected 101% annual revenue growth through 2028, while noting that shares remain 66% below their record high. Rocket Lab's Q2 revenue grew 62% to $234 million and its backlog hit a record $2.3 billion, but its 39 times sales valuation is expensive, and intense competition from SpaceX makes it somewhat risky.
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