CoreWeave (NASDAQ:CRWV) Insider Brannin Mcbee Sells 56,531 Shares of Stock

October 3, 2026 by InsiderTrades.com

Key Points

CoreWeave insider Brannin Mcbee sold 56,531 shares at an average price of $87.69, generating approximately $4.96 million. The sale was made to cover tax withholding tied to vested equity awards, and Mcbee retained 392,279 shares.
CoreWeave reported quarterly revenue of $2.58 billion, up 112.5% year over year, and its adjusted loss of $1.14 per share was better than analysts’ expected $1.52 loss. However, the company remains unprofitable, with a negative net margin and substantial leverage.
Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $138.78 versus the stock’s recent price near $89.62. Investors remain focused on strong AI-infrastructure demand while weighing high valuation, debt, capital spending and GPU replacement risks.

CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) insider Brannin Mcbee sold 56,531 shares of the company's stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $87.69, for a total transaction of $4,957,203.39. Following the completion of the sale, the insider directly owned 392,279 shares of the company's stock, valued at $34,398,945.51. The trade was a 12.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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Brannin Mcbee also recently made the following trade(s):

On Monday, August 24th, Brannin Mcbee sold 105,500 shares of CoreWeave stock. The stock was sold at an average price of $85.51, for a total value of $9,021,305.00.
On Monday, August 24th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The shares were sold at an average price of $85.51, for a total value of $12,313,440.00.
On Monday, August 24th, Brannin Mcbee sold 500 shares of CoreWeave stock. The shares were sold at an average price of $85.51, for a total value of $42,755.00.
On Thursday, August 20th, Brannin Mcbee sold 3,610 shares of CoreWeave stock. The stock was sold at an average price of $91.88, for a total value of $331,686.80.
On Monday, August 17th, Brannin Mcbee sold 50,000 shares of CoreWeave stock. The stock was sold at an average price of $106.08, for a total value of $5,304,000.00.
On Monday, August 17th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The shares were sold at an average price of $106.08, for a total value of $15,275,520.00.
On Monday, August 17th, Brannin Mcbee sold 55,500 shares of CoreWeave stock. The shares were sold at an average price of $106.08, for a total value of $5,887,440.00.
On Monday, August 17th, Brannin Mcbee sold 500 shares of CoreWeave stock. The stock was sold at an average price of $106.10, for a total value of $53,050.00.
On Monday, August 10th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The stock was sold at an average price of $89.73, for a total transaction of $12,921,120.00.
On Monday, August 10th, Brannin Mcbee sold 53,000 shares of CoreWeave stock. The shares were sold at an average price of $89.73, for a total transaction of $4,755,690.00.

CoreWeave Stock Performance

NASDAQ CRWV opened at $89.62 on Friday. CoreWeave Inc. has a 52-week low of $60.55 and a 52-week high of $153.20. The company has a 50-day simple moving average of $87.05 and a 200 day simple moving average of $94.66. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.46 and a current ratio of 0.46. The company has a market capitalization of $41.12 billion, a PE ratio of -24.55 and a beta of 7.36.

MarketBeat Week in Review – 09/28 - 10/02

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

Wall Street Analyst Weigh In

A number of research firms recently commented on CRWV. Piper Sandler reaffirmed an "overweight" rating and issued a $153.00 price target (up from $151.00) on shares of CoreWeave in a report on Wednesday, August 12th. Roth Capital set a $145.00 price objective on CoreWeave in a report on Thursday, August 13th. Citigroup raised their target price on CoreWeave from $142.00 to $159.00 and gave the stock a "buy" rating in a research report on Friday, August 14th. Barclays boosted their target price on CoreWeave from $90.00 to $105.00 and gave the company an "equal weight" rating in a research note on Thursday, August 13th. Finally, Mizuho upped their price target on CoreWeave from $100.00 to $115.00 and gave the company a "neutral" rating in a research report on Wednesday, August 12th. Twenty-three equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $138.78.

CoreWeave Comes With Risks: Analysts Split on What Matters Most

Read Our Latest Research Report on CRWV

Institutional Trading of CoreWeave

Several hedge funds and other institutional investors have recently modified their holdings of the business. Public Employees Retirement System of Ohio bought a new position in CoreWeave in the 2nd quarter worth approximately $15,543,000. California State Teachers Retirement System raised its holdings in CoreWeave by 25.5% during the 1st quarter. California State Teachers Retirement System now owns 320,011 shares of the company's stock valued at $24,791,000 after acquiring an additional 64,960 shares during the period. Bank of New York Mellon Corp raised its holdings in CoreWeave by 12.6% during the 1st quarter. Bank of New York Mellon Corp now owns 353,702 shares of the company's stock valued at $27,401,000 after acquiring an additional 39,599 shares during the period. Ardmore Road Asset Management LP raised its holdings in CoreWeave by 3,410.0% during the 1st quarter. Ardmore Road Asset Management LP now owns 351,000 shares of the company's stock valued at $27,192,000 after acquiring an additional 341,000 shares during the period. Finally, TD Waterhouse Canada Inc. lifted its position in shares of CoreWeave by 30.6% during the second quarter. TD Waterhouse Canada Inc. now owns 73,470 shares of the company's stock worth $7,313,000 after acquiring an additional 17,196 shares in the last quarter.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: Oppenheimer initiated or reiterated a Buy view on CoreWeave, adding to a series of favorable analyst opinions. William Blair also began coverage with an Outperform rating, while Jefferies said capacity constraints and demand visibility extending toward 2028 support its bullish case. CoreWeave Gets a Buy from Oppenheimer
Positive Sentiment: UBS expects the AI-infrastructure market to remain strong, reinforcing the demand outlook for CoreWeave’s GPU-cloud and data-center services. UBS Sees AI Infrastructure Market Staying Hot
Positive Sentiment: CoreWeave is expanding beyond traditional GPU rentals through NVIDIA Vera and Vera Rubin systems, its Forge AI-development environment and a new Partner Network. The initiatives target agentic AI, inference and enterprise workloads, potentially broadening revenue sources and customer reach. CoreWeave’s Vera Rubin Push
Positive Sentiment: A new partner ecosystem and a clinical-AI deployment with Ennoble Care could help CoreWeave expand its customer base and showcase inference applications. CoreWeave Partner Network and AI Deals
Neutral Sentiment: The bullish case emphasizes CoreWeave’s sizable backlog and rapid revenue growth, but the company is spending heavily to build capacity and relies substantially on debt and long-term leases.
Negative Sentiment: Valuation concerns remain significant: investors must account for GPU replacement costs, interest expense and depreciation rather than relying solely on EBITDA. Critics also warn that expanding compute supply could eventually pressure pricing and returns. What Is CoreWeave Worth After the Cost of Replacing Its GPUs?
Negative Sentiment: CEO Michael Intrator sold 307,692 shares worth approximately $26.7 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature reduces its significance, but the transaction may still weigh on sentiment.

About CoreWeave

(Get Free Report)

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning and other data-intensive workloads. The company offers access to accelerated computing resources, including graphics processing units (GPUs), alongside central processing units, high-performance storage, networking and data center capacity.

Its platform supports AI model training, fine-tuning and inference, as well as visual effects, rendering, scientific computing and other demanding applications.