Key Points
- Insider selling: Brian Venturo sold 281,250 shares on March 18 at an average price of $83.65 for about $23.53M, and other executives (including the CFO) also executed sizable sales, which could weigh on near‑term sentiment.
- Mixed fundamentals: CoreWeave reported revenue of $1.57B (up 110.4% year‑over‑year) but missed EPS (−$0.89 vs. −$0.61) and showed negative net margin (−22.75%) and ROE (−33.82%), leaving profitability concerns despite rapid top‑line growth.
- Market and balance‑sheet snapshot: CRWV trades around $81.47 with a market cap of $34.14B, a negative P/E, high leverage (debt/equity 4.46), weak liquidity (current and quick ratios 0.46), and a 52‑week range of $33.51–$187.00.
CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) insider Brian Venturo sold 281,250 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $83.65, for a total transaction of $23,526,562.50. The sale was disclosed in a filing with the SEC, which is available through the SEC website.
CoreWeave Stock Up 1.0%
CRWV stock opened at $81.47 on Friday. The business has a 50-day moving average of $89.37 and a 200-day moving average of $97.61. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. The stock has a market capitalization of $34.14 billion and a P/E ratio of -25.46. CoreWeave Inc. has a fifty-two week low of $33.51 and a fifty-two week high of $187.00.
CoreWeave (NASDAQ:CRWV - Get Free Report) last announced its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The business had revenue of $1.57 billion for the quarter. The firm's revenue was up 110.4% on a year-over-year basis.
CoreWeave News Roundup
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: CoreWeave announced general availability of NVIDIA HGX B300 (Blackwell Ultra) instances at NVIDIA GTC — this upgrades CoreWeave’s AI-native cloud with next‑gen GPUs (faster, more efficient), supporting higher-margin, production AI workloads and strengthening its competitive moat. CoreWeave Expands AI Cloud With NVIDIA HGX B300
- Positive Sentiment: Integration with Cline to power autonomous coding systems — positions CoreWeave as a back‑end provider for next‑gen AI agents and inference workloads, expanding addressable market beyond raw GPU rental to higher-value software+inference services. CoreWeave Integrates With Cline
- Positive Sentiment: Bullish research narratives highlight a huge backlog and massive forward revenue visibility — analysts and bullish pieces (e.g., Seeking Alpha) call CRWV undervalued vs. peers, supporting longer‑term upside expectations. CoreWeave: Deeply Undervalued
- Neutral Sentiment: CoreWeave is a notable holding in thematic ETFs (e.g., ARKK) — ETF flows could amplify moves in either direction but aren’t an immediate company-specific catalyst. Is the ARK Innovation ETF Finding a Floor?
- Neutral Sentiment: Reported short‑interest data looks anomalous/zeroed out — current readings provide no clear short‑pressure signal and appear unreliable. (Internal data entries)
- Negative Sentiment: Significant insider selling this week — CFO Nitin Agrawal sold ~38.5k shares (~$3.2M) and other executives (Brannin Mcbee) executed large sales; sizable insider dispositions can weigh on near‑term sentiment and signal liquidity needs or personal diversification. Insider Selling: CoreWeave CFO Sells Shares
- Negative Sentiment: Recent quarterly results missed EPS and show negative margins and return on equity despite strong top-line growth — investors remain sensitive to when scale converts to profitability. (MarketBeat earnings summary)
Institutional Investors Weigh In On CoreWeave
Institutional investors and hedge funds have recently made changes to their positions in the stock. Family Legacy Financial Solutions LLC boosted its holdings in CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company's stock valued at $27,000 after acquiring an additional 125 shares during the last quarter. HighMark Wealth Management LLC acquired a new position in shares of CoreWeave in the 3rd quarter worth approximately $27,000. OLD Second National Bank of Aurora bought a new stake in shares of CoreWeave in the 3rd quarter valued at $27,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of CoreWeave during the third quarter worth $27,000. Finally, Aspect Partners LLC acquired a new position in CoreWeave in the third quarter valued at $28,000.
Wall Street Analysts Forecast Growth
Several research firms have recently commented on CRWV. Roth Mkm reaffirmed a "buy" rating on shares of CoreWeave in a research report on Monday, February 23rd. Mizuho decreased their target price on shares of CoreWeave from $100.00 to $95.00 and set a "neutral" rating on the stock in a report on Friday, February 27th. Wells Fargo & Company decreased their price objective on shares of CoreWeave from $150.00 to $125.00 and set an "overweight" rating on the stock in a research note on Thursday, January 8th. Jefferies Financial Group reduced their target price on CoreWeave from $155.00 to $120.00 and set a "buy" rating on the stock in a report on Monday, January 5th. Finally, UBS Group restated a "neutral" rating on shares of CoreWeave in a research report on Friday, January 16th. Eighteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $122.35.
Read Our Latest Stock Report on CRWV
CoreWeave Company Profile
(
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.
Further Reading
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