2 Stocks Shaping the Future of Technology -- They May Soar 128% and 245% in 2026, According to Wall Street Analysts

By Trevor Jennewine – Dec 20, 2025 at 3:55AM ESTKey PointsFrom current prices, Brent Thill at Jeffries expects CoreWeave stock to return 128%, and Jeff Cantwell at Seaport Research expects Circle stock to return 245%.CoreWeave operates a new type of cloud platform purpose-built for AI, and SemiAnalysis recently ranked the company as the top provider of AI cloud services.Circle develops the USDC stablecoin and an adjacent payments network that supports faster and cheaper transactions than traditional financial systems.These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: CRWVCoreWeaveMarket Cap$41BToday's Changeangle-down(22.55%) $15.26Current Price$82.94Price as of December 19, 2025 at 3:58 PM ETCoreWeave is shaping the future of cloud computing, and Circle Internet Group is shaping the future of global finance.CoreWeave (CRWV +22.55%) is already disrupting the cloud services industry with infrastructure purpose-built for artificial intelligence.

Circle Internet Group (CRCL +6.35%) hopes to revolutionize the financial services industry by connecting enterprises with its stablecoin network.

Certain Wall Street analysts think the stocks are deeply undervalued. Brent Thill at Jefferies values CoreWeave at $155 per share. That implies 128% upside from its current share price of $68. Jeff Cantwell at Seaport Research values Circle at $280 per share. That implies 245% upside from its current share price of $81. Investors should never lean too heavily on target prices, but these stocks are compelling long-term investment ideas. Here's why. Image source: Getty Images. CoreWeave: Shaping the future of artificial intelligence and cloud computing CoreWeave is a neocloud, sometimes called an artificial intelligence (AI) cloud or graphics processing unit (GPU) cloud. Regardless of terminology, the company is the leader among an emerging class of cloud services providers whose data center infrastructure is purpose-built for AI workloads like training and inference. Research company SemiAnalysis recently ranked CoreWeave as the most capable provider of cloud AI services, scoring its platform above technology giants Amazon, Microsoft, and Alphabet.

Analyst Dylan Patel wrote, "CoreWeave continues to set the benchmark for AI cloud performance by demonstrating strong technical execution and operational maturity." CoreWeave reported solid third-quarter financial results. Revenue increased 134% to $1.3 billion on strong demand for AI infrastructure. The company also reported a narrower GAAP loss of $0.22 per diluted share, up from $1.82 per diluted share in the prior year. Finally, cash from operations increased more than 100% to $1.7 billion.Advertisement Nevertheless, the stock has fallen 36% since the reported because management lowered its full-year guidance and investors are worried about an AI bubble. Those concerns are overblown. The lower guidance reflects postponed (not lost) revenue due to data center construction delays, and Grand View Research says cloud AI spending will increase at 40% annually through 2030. CoreWeave stock currently trades at 6.5 times sales. That is very reasonable (if not cheap) for a company whose revenue is projected to increase at 95% annually through 2027. That forecast suggests analysts are confident CoreWeave will keep growing at a rapid clip because of deep customer relationships with AI giants Microsoft, Meta Platforms, and OpenAI. Also, Nvidia has agreed to purchase any unsold compute capacity through April 2032. Investors with a time horizon of at least three years should consider buying a small position.

Circle Internet Group: Shaping the future of global finance Circle is a fintech company that issues stablecoins and provides software tools that allow developers to integrate digital asset storage and payments into their applications. Its best-known product is USDC, the second largest stablecoin by market value, but the largest one that adheres to stringent regulations in the U.S. and Europe. Interest payments are the primary source of revenue. USDC tokens are backed by an equal amount of dollar-denominated financial assets like Treasury bills and other government securities. However, the company is expanding into payments with the Circle Payments Network (CPN), which promises faster and cheaper transactions across use cases ranging from employee payroll to e-commerce. Circle reported encouraging financial results in the third quarter. Revenue increased 66% to $740 million despite a modest reduction in interest rates because the circulating volume of USDC increased 108%. Meanwhile, adjusted EBITDA increased 78% to $166 million. Management also provided two important updates: First, the CPN now includes 29 financial institutions, with more than 500 potential customers in the pipeline. Second, the company started testing its Arc blockchain, which resolves the problem of unpredictable gas fees on other blockchains. Looking ahead, stablecoin revenue is projected to increase at 54% annually through 2030. JPMorgan Chase says USDC is the preferred stablecoin among financial institutions because of its focus on regulatory compliance. That makes Circle an attractive long-term investment, especially when the stock trades at 7.6 times sales, nearly the cheapest valuation since its June IPO.Read NextDec 19, 2025 •By Johnny RiceWhy CoreWeave Stock Skyrocketed 23% on FridayDec 18, 2025 •By Justin PopeThis Artificial Intelligence IPO Stock Is Up 73% So Far in 2025.

Here Is Why It Could Be a Bust in 2026.Dec 15, 2025 •By Keithen DruryDown 50% From Its All-Time High, Should You Buy CoreWeave Before 2025 Is Over?Dec 12, 2025 •By Will HealyThis Artificial Intelligence Stock Could Be a Top Performer in the Next Market RallyDec 10, 2025 •By Jose NajarroCoreWeave Shared Critical Details About Its Recent Debt OfferingDec 9, 2025 •By Jose NajarroCoreWeave's New Debt Is a Game Changer From Its Traditional ApproachAbout the AuthorTrevor Jennewine is a contributing Motley Fool stock market analyst covering technology, cryptocurrency, and investment planning. Prior to The Motley Fool, Trevor managed several pharmacies. He holds a doctor of pharmacy degree from Oregon State University, a master’s degree in business administration from Miami University, and a bachelor’s degree in biology from Miami University.TMFphoenix12X@tjennewine1Stocks MentionedCoreWeaveNASDAQ: CRWV$82.94 (+0.23%) $+15.26Meta PlatformsNASDAQ: META$659.30 (0.01%) $5.15MicrosoftNASDAQ: MSFT$485.06 (+0.00%) $+1.08AlphabetNASDAQ: GOOGL$306.91 (+0.01%) $+4.45AmazonNASDAQ: AMZN$227.23 (+0.00%) $+0.47JPMorgan ChaseNYSE: JPM$317.21 (+0.01%) $+4.21NvidiaNASDAQ: NVDA$180.76 (+0.04%) $+6.62Jefferies Financial GroupNYSE: JEF$61.88 (0.00%) $0.02AlphabetNASDAQ: GOOG$308.45 (+0.02%) $+4.70USDCCRYPTO: USDC$1.00 (+0.00%) $+0.00Circle Internet GroupNYSE: CRCL$86.13 (+0.06%) $+5.14*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Advertisement