CoreWeave (NASDAQ:CRWV) Stock: Insider Nitin Agrawal Sells 55,764 Shares

September 25, 2026 by InsiderTrades.com

Key Points

CoreWeave CFO Nitin Agrawal sold 55,764 shares at an average price of $86.83, generating approximately $4.84 million. The Rule 10b5-1 transaction reduced his holdings by 29.61% to 132,596 shares.
CoreWeave shares opened at $90.13, with a market capitalization of about $41.36 billion, but the company remains unprofitable and highly leveraged, with a negative net margin and a debt-to-equity ratio of 5.53.
Investor sentiment is mixed: analysts maintain a “Moderate Buy” consensus with an average price target of $138.78, while recent upgrades and AI infrastructure growth catalysts are offset by convertible-note financing that increases debt and potential dilution.

CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) CFO Nitin Agrawal sold 55,764 shares of CoreWeave stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $86.83, for a total value of $4,841,988.12. Following the completion of the transaction, the chief financial officer owned 132,596 shares of the company's stock, valued at approximately $11,513,310.68. This trade represents a 29.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

CoreWeave’s Vera Rubin Lead Comes Down to Speed, Power, and Scale

Nitin Agrawal also recently made the following trade(s):

On Monday, September 14th, Nitin Agrawal sold 66,576 shares of CoreWeave stock. The shares were sold at an average price of $83.70, for a total value of $5,572,411.20.
On Tuesday, August 25th, Nitin Agrawal sold 5,509 shares of CoreWeave stock. The stock was sold at an average price of $88.64, for a total value of $488,317.76.
On Thursday, August 20th, Nitin Agrawal sold 10,062 shares of CoreWeave stock. The stock was sold at an average price of $91.88, for a total transaction of $924,496.56.
On Wednesday, July 8th, Nitin Agrawal sold 3 shares of CoreWeave stock. The stock was sold at an average price of $82.98, for a total transaction of $248.94.
On Tuesday, June 30th, Nitin Agrawal sold 4 shares of CoreWeave stock. The shares were sold at an average price of $95.69, for a total transaction of $382.76.

CoreWeave Trading Up 3.7%

Shares of CRWV opened at $90.13 on Friday. The company's fifty day simple moving average is $85.80 and its 200-day simple moving average is $94.40. The company has a market cap of $41.36 billion, a P/E ratio of -24.69 and a beta of 7.45. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 5.53. CoreWeave Inc. has a twelve month low of $60.55 and a twelve month high of $153.20.

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CoreWeave (NASDAQ:CRWV - Get Free Report) last released its quarterly earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, topping analysts' consensus estimates of ($1.52) by $0.38. The firm had revenue of $2.58 billion during the quarter. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. CoreWeave's revenue for the quarter was up 112.5% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.27) earnings per share. As a group, analysts expect that CoreWeave Inc. will post -5.19 EPS for the current year.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: JPMorgan upgraded CoreWeave to Overweight from Neutral and raised its price target to $125 from $120. The bank cited premium short-term compute pricing and favorable contracts, suggesting CoreWeave may have stronger pricing power as demand for AI capacity outpaces supply. JPMorgan upgrades CoreWeave to Overweight on premium short-term compute pricing
Positive Sentiment: UBS initiated coverage with a Buy rating and a $120 price target, also pointing to resilient AI-compute demand and a valuation it considers undemanding relative to CoreWeave’s growth prospects. The additional bullish coverage is supporting sentiment toward the stock. CoreWeave gets Buy rating from UBS as AI compute demand strengthens
Positive Sentiment: CoreWeave announced a multi-year agreement with Harell Data to provide infrastructure for AI model training, fine-tuning and inference. The deal expands its customer base and could create another avenue for growth amid intense competition in cloud services. Harell Data Selects CoreWeave to Power Its Secure Platform for AI Model Training
Positive Sentiment: CoreWeave earned SemiAnalysis’ Platinum ClusterMAX rating for the third consecutive evaluation—the only provider to receive the distinction each time. The recognition reinforces its positioning on AI-cloud performance, reliability and scalability. CoreWeave earns SemiAnalysis Platinum ClusterMAX rating
Neutral Sentiment: Despite the positive catalysts, trading has been mixed across AI infrastructure stocks, indicating that investors remain selective and focused on funding needs, valuation and execution.
Negative Sentiment: CoreWeave completed an upsized convertible-notes offering totaling approximately $3.7 billion in principal, with reports describing a $4.2 billion transaction value. The financing provides capital for data-center expansion but increases debt obligations, interest costs and potential future share dilution as capital spending accelerates. CoreWeave closes $4.2 billion convertible notes deal

Institutional Inflows and Outflows

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Hedge funds and other institutional investors have recently bought and sold shares of the company. Parallel Advisors LLC grew its stake in CoreWeave by 4.0% in the first quarter. Parallel Advisors LLC now owns 2,340 shares of the company's stock valued at $181,000 after purchasing an additional 91 shares during the last quarter. Pathway Wealth Management LLC lifted its position in shares of CoreWeave by 2.9% during the first quarter. Pathway Wealth Management LLC now owns 3,593 shares of the company's stock valued at $278,000 after buying an additional 100 shares during the last quarter. Azzad Asset Management Inc. ADV lifted its position in shares of CoreWeave by 2.1% during the first quarter. Azzad Asset Management Inc. ADV now owns 5,020 shares of the company's stock valued at $389,000 after buying an additional 104 shares during the last quarter. Hazlett Burt & Watson Inc. boosted its holdings in shares of CoreWeave by 34.7% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company's stock valued at $33,000 after buying an additional 119 shares in the last quarter. Finally, WPG Advisers LLC boosted its holdings in shares of CoreWeave by 14.1% in the 1st quarter. WPG Advisers LLC now owns 1,159 shares of the company's stock valued at $90,000 after buying an additional 143 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on CRWV. Jefferies Financial Group cut CoreWeave from a "buy" rating to a "hold" rating in a research note on Wednesday, July 22nd. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of CoreWeave in a research report on Monday. Rothschild & Co Redburn started coverage on CoreWeave in a research report on Monday. They set a "sell" rating and a $54.00 target price for the company. Barclays boosted their target price on shares of CoreWeave from $90.00 to $105.00 and gave the company an "equal weight" rating in a research note on Thursday, August 13th. Finally, BNP Paribas Exane started coverage on shares of CoreWeave in a research note on Tuesday, June 2nd. They issued an "outperform" rating and a $192.00 price target on the stock. Twenty-two analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, CoreWeave currently has an average rating of "Moderate Buy" and an average target price of $138.78.

Get Our Latest Research Report on CoreWeave

CoreWeave Company Profile

(Get Free Report)

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning, high-performance computing and other data-intensive workloads. The company provides access to accelerated computing resources, particularly graphics processing units (GPUs), through a cloud platform designed for large-scale training, inference, rendering and scientific computing.

Its offerings include on-demand and reserved GPU instances, cloud storage, high-speed networking, Kubernetes-based container orchestration and managed services for deploying and scaling workloads.