Gabriella Borges
Equity research analyst · Goldman Sachs
Earnings calls
1
Nov 10, 2026 – Nov 10, 2026
Stocks asked about
1
Questions
2
Firm rating actions
1
on these stocks, from news
Coverage
Companies whose earnings calls Gabriella Borges asked questions on (from Lician's transcripts).
Questions on earnings calls
- CRWV earnings call · CoreWeave, Inc.Nov 10, 2026 · 2 questions
- 36:01
“And thanks for all the increment. Thank you for the wonderful detail that you shared here. Mike, I want to start with a high-level industry question, which is all of the supply-demand data points that you shared sound very attractive. One of the concerns that I hear from…”
- 40:13
“You're right. The way we manage that is our capex is fundamentally success based. As we sign customer contracts, we also place the corresponding POs and lock in the pricing. For those as we move ahead. The additional piece is when we are signing customer contracts, we've already…”
- 36:01
Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.
Goldman Sachs rating actions on these stocks
From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Gabriella Borges. We do not use licensed rating databases.
| Stock | Action | Rating | ||
|---|---|---|---|---|
| 2026-10-19 |  CRWV | Upgrade | Buy | — |