CoreWeave (NASDAQ:CRWV) Shares Down 2.4% Following Insider Selling

CoreWeave Inc. (NASDAQ:CRWV)’s share price fell 2.4% during trading on Thursday after an insider sold shares in the company. The stock traded as low as $91.57 and last traded at $91.79. 19,494,649 shares were traded during mid-day trading, a decline of 30% from the average session volume of 27,693,479 shares. The stock had previously closed at $94.05.

Specifically, insider Brannin Mcbee sold 28,500 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total transaction of $2,715,765.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Brannin Mcbee sold 102,835 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total value of $9,799,147.15. Following the completion of the sale, the insider directly owned 248,664 shares in the company, valued at $23,695,192.56. This trade represents a 29.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In other news, insider Brannin Mcbee sold 35,335 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total value of $3,367,072.15. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Wall Street Analyst Weigh In

CRWV has been the subject of a number of research analyst reports. Wells Fargo & Company cut their target price 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. Roth Mkm started coverage on CoreWeave in a report on Thursday, December 4th. They issued a “buy” rating and a $110.00 target price on the stock. Stifel Nicolaus set a $120.00 price objective on shares of CoreWeave in a report on Tuesday, November 11th. Cantor Fitzgerald reissued an “overweight” rating and set a $174.00 target price on shares of CoreWeave in a research report on Wednesday, November 5th. Finally, HC Wainwright reiterated a “buy” rating and set a $180.00 price target on shares of CoreWeave in a research note on Wednesday, November 12th. Sixteen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $122.43.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: High‑profile media/analyst attention highlights demand for CoreWeave’s AI compute and a possible rebound in 2026 — a bullish narrative that can support upside if execution continues. Can Coreweave Stock Soar to $200 in 2026?
• Positive Sentiment: Televised and online commentary (e.g., Jim Cramer coverage) and articles highlight rebound momentum and institutional accumulation, which can underpin a near‑term trading floor. “CoreWeave (CRWV)’s Stock is Coming Back,” Says Jim Cramer
• Neutral Sentiment: Analyst/education pieces note a rebound but flag material execution and capital‑intensity risks (delayed data centers, negative cash flow) and warn insider selling could cap gains — mixed implications for investors. CoreWeave Is Rebounding, But Insider Selling Threatens Upside
• Negative Sentiment: Multiple law firms have filed or announced investigations and class actions alleging securities fraud tied to disclosures about scaling infrastructure and revenue guidance for the period Mar 28–Dec 15, 2025 — lead plaintiff deadline March 13, 2026. This legal wave is a significant near‑term overhang and could increase litigation risk, costs, and uncertainty. Pomerantz class action filing
• Negative Sentiment: Large insider sales: Director/executive Brian M. Venturo sold 281,250 shares (~$25.8M at ~$91.77 avg) and Brannin McBee sold sizable blocks (~166,670 shares across filings at ~ $95.29 avg). Heavy insider selling can signal profit‑taking and weigh on sentiment, especially alongside litigation headlines. Venturo sale filing

CoreWeave Stock Up 1.3%

The firm’s fifty day moving average is $80.52 and its two-hundred day moving average is $105.30. The firm has a market cap of $35.93 billion and a price-to-earnings ratio of -64.12. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49.

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

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Farther Finance Advisors LLC raised its holdings in CoreWeave by 135.2% in the 4th quarter. Farther Finance Advisors LLC now owns 21,484 shares of the company’s stock valued at $1,539,000 after acquiring an additional 12,349 shares in the last quarter. Oak Ridge Investments LLC bought a new position in CoreWeave in the 4th quarter valued at $2,441,000. U.S. Capital Wealth Advisors LLC grew its holdings in CoreWeave by 137.9% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 8,886 shares of the company’s stock worth $636,000 after acquiring an additional 5,151 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. increased its holdings in shares of CoreWeave by 387.1% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,225,870 shares of the company’s stock valued at $87,785,000 after purchasing an additional 974,220 shares in the last quarter. Finally, Brown Lisle Cummings Inc. lifted its holdings in CoreWeave by 14.0% during the 4th quarter. Brown Lisle Cummings Inc. now owns 4,885 shares of the company’s stock worth $350,000 after buying an additional 600 shares in the last quarter.

CoreWeave Company Profile

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.