Key Points
- Insider sale: Jeff Baker sold 5,143 shares at an average price of $103.78 for a total of $533,740.54, reducing his ownership by 11.57% to 39,304 shares (≈$4.08M).
- Mixed fundamentals: CoreWeave posted strong revenue growth (quarterly revenue $1.36B, up 133.7% YoY) but still reports negative EPS and carries a market cap of $36.01B with a P/E of -64.27.
- Sentiment and risk: Multiple securities‑fraud class actions and further insider/institutional selling are weighing on the stock even as analysts maintain a "Moderate Buy" consensus with a $127.27 average target.
CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) insider Jeff Baker sold 5,143 shares of the business's stock in a transaction dated Thursday, January 29th. The stock was sold at an average price of $103.78, for a total transaction of $533,740.54. Following the transaction, the insider owned 39,304 shares in the company, valued at approximately $4,078,969.12. This trade represents a 11.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.
CoreWeave Price Performance
Shares of NASDAQ:CRWV opened at $93.19 on Friday. CoreWeave Inc. has a 52 week low of $33.51 and a 52 week high of $187.00. The company has a 50-day moving average price of $83.32 and a 200 day moving average price of $103.95. The company has a market cap of $36.01 billion and a P/E ratio of -64.27. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66.
CoreWeave (NASDAQ:CRWV - Get Free Report) last released its earnings results on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.36) by $0.14. The business had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. The business's revenue for the quarter was up 133.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($1.82) EPS.
Analysts Set New Price Targets
CRWV has been the topic of a number of recent analyst reports. Compass Point initiated coverage on shares of CoreWeave in a research note on Thursday, November 13th. They set a "buy" rating and a $150.00 price target on the stock. Cantor Fitzgerald restated an "overweight" rating and set a $174.00 target price on shares of CoreWeave in a research report on Wednesday, November 5th. Macquarie reaffirmed a "neutral" rating and issued a $115.00 target price on shares of CoreWeave in a report on Tuesday. Mizuho lifted their price target on shares of CoreWeave from $92.00 to $100.00 and gave the company a "neutral" rating in a research report on Monday. Finally, JPMorgan Chase & Co. reissued a "neutral" rating and set a $110.00 price target on shares of CoreWeave in a research note on Tuesday, November 11th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, CoreWeave has an average rating of "Moderate Buy" and a consensus target price of $127.27.
Check Out Our Latest Research Report on CoreWeave
Institutional Trading of CoreWeave
Institutional investors and hedge funds have recently modified their holdings of the business. Costello Asset Management INC raised its position in shares of CoreWeave by 33.3% during the 2nd quarter. Costello Asset Management INC now owns 400 shares of the company's stock worth $65,000 after purchasing an additional 100 shares during the last quarter. Chilton Capital Management LLC increased its position in CoreWeave by 50.2% during the third quarter. Chilton Capital Management LLC now owns 362 shares of the company's stock worth $50,000 after buying an additional 121 shares in the last quarter. Family Legacy Financial Solutions LLC raised its holdings in shares of CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company's stock worth $27,000 after acquiring an additional 125 shares during the last quarter. CoreCap Advisors LLC lifted its position in shares of CoreWeave by 29.6% in the third quarter. CoreCap Advisors LLC now owns 644 shares of the company's stock valued at $88,000 after acquiring an additional 147 shares in the last quarter. Finally, Pittenger & Anderson Inc. boosted its stake in shares of CoreWeave by 36.0% during the third quarter. Pittenger & Anderson Inc. now owns 680 shares of the company's stock valued at $93,000 after acquiring an additional 180 shares during the last quarter.
More CoreWeave News
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: Market/analyst momentum: several recent pieces highlight CoreWeave as an AI‑infrastructure leader and a buy candidate amid renewed investor rotation into AI/cloud names — a tailwind for long‑term demand expectations. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
- Positive Sentiment: Analyst upgrade/coverage: a January upgrade/coverage note lifted sentiment and helped earlier upside as analysts emphasize CoreWeave’s positioning in the AI datacenter market. CoreWeave Stock Price Up 10.7% After Analyst Upgrade
- Neutral Sentiment: Industry comparison: pieces comparing CoreWeave to larger rivals (e.g., Alphabet/NVIDIA plays) note both upside and execution risks — useful context but mixed near‑term impact. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
- Neutral Sentiment: Backlog and balance‑sheet tradeoff: reporting on a large backlog (reported ~$56B) underscores strong demand but also highlights heavy borrowing and capex to scale — a dual signal for growth vs. financial risk. The Artificial Intelligence (AI) Stock That's Quietly Building the Future of Cloud Computing
- Negative Sentiment: Legal overhang: a large cluster of shareholder law firms (Kessler Topaz, Hagens Berman, Berger Montague, BFA Law, Robbins Geller, Pomerantz, Rosen, Bragar, Levi & Korsinsky, and others) have filed/announced securities‑fraud class actions or investor alerts alleging misstatements about scaling and revenue guidance; a broad litigation wave is the primary driver of today’s selling pressure. Kessler Topaz Meltzer & Check, LLP Reminds CRWV Investors of March 13, 2026 Deadline
- Negative Sentiment: Reported stock plunge cited in litigation notices: multiple alerts reference a sizeable prior drop (~16% cited by some firms) and use that movement as the basis for claims — reinforcing short‑term uncertainty and potential settlement/defense costs. CRWV LOSS NOTICE: CoreWeave Inc. Plummets 16% Triggering Securities Fraud Class Action
- Negative Sentiment: Insider selling: a disclosed series of insider sales (large block sales by Brannin McBee around $101.45) increases perceived selling pressure and can amplify negative sentiment while litigation unfolds. SEC Form 4 — Insider Sales
About CoreWeave
(
Get Free Report)
CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.
CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.
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