Insider Selling: CoreWeave (NASDAQ:CRWV) EVP Sells $1,721,418.00 in Stock

CoreWeave Inc. (NASDAQ:CRWV) EVP Chen Goldberg sold 18,950 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $90.84, for a total value of $1,721,418.00. Following the completion of the transaction, the executive vice president owned 58,689 shares of the company’s stock, valued at $5,331,308.76. The trade was a 24.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Chen Goldberg also recently made the following trade(s):

• On Thursday, February 5th, Chen Goldberg sold 17,985 shares of CoreWeave stock. The shares were sold at an average price of $79.69, for a total transaction of $1,433,224.65.

CoreWeave Price Performance

CRWV stock opened at $97.63 on Friday. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49. The company’s fifty day moving average price is $88.95 and its 200-day moving average price is $100.37. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The company has a market capitalization of $37.72 billion and a PE ratio of -67.33.

CoreWeave (NASDAQ:CRWV) last posted its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The company had revenue of $1.57 billion for the quarter. The business’s revenue was up 110.4% compared to the same quarter last year.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Revenue beat and large backlog — CoreWeave reported Q4 revenue that more than doubled year‑over‑year and beat estimates; management said backlog swelled (reported near ~$67 billion), underscoring strong AI-driven demand. CNBC: CoreWeave beats revenue projections
• Positive Sentiment: Aggressive revenue guidance for FY26 and Q1 — Management issued revenue guidance well above Street expectations (FY26: ~$12.0B–$13.0B vs. consensus ~$9.3B; Q1: ~$1.9B–$2.0B vs. ~$1.5B consensus), signaling continued top‑line growth visibility. BusinessWire: CoreWeave reports Q4 & FY guidance
• Neutral Sentiment: Analyst interest and institutional flows create mixed signals — some shops (e.g., ARK/DA Davidson) have added exposure and upgraded views, supporting momentum, while coverage remains varied and keeps trading active without a clear consensus directional push.
• Negative Sentiment: EPS miss and widening losses — CoreWeave reported ($0.89) EPS, missing estimates (~($0.61)), and net losses widened as expenses rose, which tempers enthusiasm despite the revenue beat. MarketBeat: Q4 results & transcript
• Negative Sentiment: Legal overhang — Multiple securities class‑action filings and law‑firm solicitations allege disclosure problems around data‑center delays and scaling; this raises potential litigation costs and uncertainty. Pomerantz class action announcement
• Negative Sentiment: Financing and capital concerns — reporting that Blue Owl didn’t close a planned $4B financing for a data‑center project and broader questions about access to capital and new chip tariffs increase scrutiny of CoreWeave’s debt‑heavy model. Yahoo Finance: financing & funding strains
• Negative Sentiment: Insider selling — recent insider sales (SEC Form 4 filings) were disclosed ahead of the report, which can spook some investors even though insiders still hold substantial positions. SEC Form 4 — insider sale

Hedge Funds Weigh In On CoreWeave

Several large investors have recently modified their holdings of the stock. Renaissance Capital LLC grew its holdings in shares of CoreWeave by 49.9% during the third quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock valued at $6,454,000 after buying an additional 15,697 shares during the last quarter. Munro Partners grew its stake in CoreWeave by 5,272.4% during the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after purchasing an additional 605,010 shares during the last quarter. AE Wealth Management LLC acquired a new position in shares of CoreWeave in the third quarter valued at about $4,241,000. HWG Holdings LP acquired a new position in shares of CoreWeave in the third quarter valued at about $1,863,000. Finally, Rockline Wealth Management LLC purchased a new position in shares of CoreWeave in the second quarter worth about $951,000.

Analysts Set New Price Targets

CRWV has been the topic of a number of research analyst reports. Compass Point initiated coverage on CoreWeave in a research report on Thursday, November 13th. They issued a “buy” rating and a $150.00 target price on the stock. DA Davidson raised CoreWeave from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $68.00 to $110.00 in a report on Monday, January 26th. Evercore lowered their target price on CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a research report on Tuesday, November 11th. Loop Capital reduced their price target on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, November 12th. Finally, Truist Financial began coverage on shares of CoreWeave in a research note on Tuesday, January 6th. They set a “hold” rating and a $84.00 price target on the stock. Seventeen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $125.45.

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.