CoreWeave (NASDAQ:CRWV) Trading Up 2.7% – Should You Buy?

CoreWeave Inc. (NASDAQ:CRWV)’s stock price traded up 2.7% during trading on Wednesday . The company traded as high as $93.18 and last traded at $89.80. 28,228,533 shares were traded during mid-day trading, an increase of 8% from the average session volume of 26,064,643 shares. The stock had previously closed at $87.48.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CEO rebuttal and management defense drove a rapid rebound in investor confidence, helping push the stock higher as traders reassessed the durability of CoreWeave’s GPU platform and its AI-cloud positioning. CoreWeave Stock Is Surging Again, Here Is Why
• Positive Sentiment: Nearby demand catalysts: a long-term agreement cited in coverage of Galaxy Digital’s data-center plans implies early power delivery that could support CoreWeave’s capacity plans and revenue ramp if the Denton build proceeds. This connection is a potential near-term upside if capacity comes online. The Bullish Case for Galaxy Digital in 2026
• Neutral Sentiment: Strong trailing performance: analysts note CRWV’s big one‑year gain on AI cloud demand, but they flag valuation, rising leverage and execution risk—factors that make the rally look contingent on flawless build execution. CRWV Stock Beats Industry Returns in a Year
• Neutral Sentiment: CapEx profile: reports say 2026 capex is set to roughly double as CoreWeave scales to meet AI demand; this is high‑reward if growth materializes but raises margin and interest‑cost sensitivity in the near term. CoreWeave’s 2026 CapEx Spend to Double
• Negative Sentiment: Regulatory/legal overhang: multiple securities class‑action lawsuits and law‑firm investor alerts allege the company misled investors about the Denton data‑center timeline and its reliance on a third‑party builder. Those filings are the primary driver of recent downside and create execution and settlement risk. CoreWeave Slapped With Securities Class Action
• Negative Sentiment: Competitive positioning and build‑risk: industry coverage ranks CoreWeave as less well‑positioned than some peers due to reliance on third‑party collocation during its build‑out, highlighting capacity risk and potential customer displacement until owned deployments are complete. The 5 Best GPU-as-a-Service Providers for 2026—And 1 Clear Winner

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Cantor Fitzgerald reiterated an “overweight” rating and issued a $174.00 target price on shares of CoreWeave in a research report on Wednesday, November 5th. Compass Point began coverage on CoreWeave in a research note on Thursday, November 13th. They set a “buy” rating and a $150.00 price target for the company. DA Davidson set a $68.00 price objective on CoreWeave and gave the company a “neutral” rating in a research report on Monday, January 5th. Loop Capital decreased their price objective on CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. Finally, Stifel Nicolaus set a $120.00 target price on CoreWeave in a research report on Tuesday, November 11th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $123.81.

CoreWeave Stock Performance

The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The company has a fifty day moving average price of $80.50 and a 200 day moving average price of $108.19. The stock has a market cap of $34.70 billion and a PE ratio of -61.93.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, beating the consensus estimate of ($0.36) by $0.14. The company had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter in the prior year, the company earned ($1.82) earnings per share. The company’s revenue was up 133.7% compared to the same quarter last year.

Insider Activity

In other news, insider Brian M. Venturo sold 154,479 shares of the firm’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $78.11, for a total value of $12,066,354.69. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Michael N. Intrator sold 61,386 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $76.15, for a total transaction of $4,674,543.90. Following the sale, the chief executive officer owned 5,861,234 shares of the company’s stock, valued at $446,332,969.10. This represents a 1.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 10,034,826 shares of company stock valued at $1,205,296,144.

Hedge Funds Weigh In On CoreWeave

Hedge funds and other institutional investors have recently modified their holdings of the company. Goldman Sachs Group Inc. purchased a new stake in shares of CoreWeave during the first quarter worth about $963,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in CoreWeave during the 2nd quarter valued at approximately $117,000. Wesbanco Bank Inc. bought a new position in CoreWeave during the 2nd quarter valued at approximately $212,000. Webster Bank N. A. purchased a new stake in CoreWeave in the 2nd quarter worth approximately $82,000. Finally, Veracity Capital LLC bought a new stake in shares of CoreWeave in the 2nd quarter worth approximately $505,000.

About CoreWeave

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.