Key Points
- Sachin Jain sold 7,335 shares of CoreWeave on April 10 at an average price of $105 under a pre‑arranged Rule 10b5‑1 plan, trimming his stake by 5.98% to 115,356 shares (≈$12.1M).
- CoreWeave has secured large multi‑year customer agreements — notably a reported $21 billion expansion with Meta and a deal with Anthropic — fueling recent stock gains and institutional interest.
- Despite revenue growth of +110.4% year‑over‑year, the company missed EPS estimates, has negative margins and ROE, a high debt‑to‑equity ratio, and faces substantial CapEx and financing risks as it scales.
CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) COO Sachin Jain sold 7,335 shares of the stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $105.00, for a total transaction of $770,175.00. Following the transaction, the chief operating officer directly owned 115,356 shares in the company, valued at $12,112,380. The trade was a 5.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Sachin Jain also recently made the following trade(s):
- On Wednesday, April 8th, Sachin Jain sold 3,953 shares of CoreWeave stock. The shares were sold at an average price of $92.00, for a total value of $363,676.00.
CoreWeave Trading Up 6.3%
Shares of NASDAQ CRWV opened at $117.20 on Wednesday. The stock's 50 day moving average price is $86.37 and its two-hundred day moving average price is $94.25. CoreWeave Inc. has a 52-week low of $33.51 and a 52-week high of $187.00. The stock has a market capitalization of $49.11 billion and a P/E ratio of -36.62. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 4.46.
CoreWeave (NASDAQ:CRWV - Get Free Report) last released its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing analysts' consensus estimates of ($0.61) by ($0.28). The firm had revenue of $1.57 billion for the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The business's quarterly revenue was up 110.4% on a year-over-year basis.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently bought and sold shares of CRWV. Hazlett Burt & Watson Inc. increased its stake in shares of CoreWeave by 34.7% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company's stock valued at $33,000 after purchasing an additional 119 shares during the period. Chilton Capital Management LLC boosted its position in shares of 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 during the period. Cullen Frost Bankers Inc. boosted its position in shares of CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company's stock worth $28,000 after buying an additional 121 shares during the period. Family Legacy Financial Solutions LLC grew its holdings in CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company's stock worth $27,000 after buying an additional 125 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its position in CoreWeave by 26.3% in the 4th quarter. Parkside Financial Bank & Trust now owns 600 shares of the company's stock valued at $43,000 after acquiring an additional 125 shares during the period.
More CoreWeave News
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: Expanded Meta agreement — a reported $21 billion multi‑year capacity deal with Meta materially increases long‑term revenue visibility and underpins much of the bullish thesis for CoreWeave. Read More.
- Positive Sentiment: New Anthropic deal — CoreWeave’s multi‑year agreement to power Anthropic’s AI workloads adds another high‑profile customer and validates the company’s niche GPU cloud positioning. Read More.
- Positive Sentiment: Institutional buying and analyst upgrades — reports show heavy volume, bullish options activity and fresh price‑target increases from sell‑side firms, signaling conviction from large funds and prompting momentum buying. Read More.
- Neutral Sentiment: Insider sales disclosed — the COO sold shares under a pre‑arranged Rule 10b5‑1 plan; the transactions are notable for headlines but appear pre‑scheduled rather than opportunistic. Read More.
- Negative Sentiment: Massive CapEx and cash‑flow needs — analysts warn CoreWeave’s hypergrowth requires tens of billions in CapEx and financing (debt/equity), which raises execution, dilution and margin risk as the company scales. Read More.
Analysts Set New Price Targets
Several analysts have weighed in on CRWV shares. Sanford C. Bernstein boosted their target price on shares of CoreWeave from $56.00 to $67.00 and gave the company an "underperform" rating in a research note on Tuesday. Weiss Ratings restated a "sell (d-)" rating on shares of CoreWeave in a research report on Monday, December 29th. Oppenheimer initiated coverage on shares of CoreWeave in a report on Friday, March 6th. They issued an "outperform" rating and a $140.00 price target for the company. Mizuho boosted their price objective on shares of CoreWeave from $95.00 to $105.00 and gave the company a "neutral" rating in a research report on Tuesday. Finally, Macquarie Infrastructure reiterated a "neutral" rating and set a $115.00 price objective on shares of CoreWeave in a research note on Tuesday, January 27th. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, CoreWeave has an average rating of "Moderate Buy" and a consensus price target of $123.94.
Get Our Latest Research Report on CoreWeave
CoreWeave Company Profile
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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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