Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells $215,630.42 in Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Jeff Baker sold 2,374 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $90.83, for a total transaction of $215,630.42. Following the transaction, the insider directly owned 41,275 shares in the company, valued at approximately $3,749,008.25. The trade was a 5.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

Jeff Baker also recently made the following trade(s):

• On Thursday, January 29th, Jeff Baker sold 5,143 shares of CoreWeave stock. The stock was sold at an average price of $103.78, for a total transaction of $533,740.54.

CoreWeave Stock Down 0.4%

CRWV opened at $97.63 on Friday. The company has a market cap of $37.72 billion and a PE ratio of -67.33. CoreWeave Inc. has a twelve month low of $33.51 and a twelve month high of $187.00. The company has a 50-day moving average price of $88.95 and a 200 day moving average price of $100.37. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The company had revenue of $1.57 billion during the quarter. The firm’s revenue for the quarter was up 110.4% on a year-over-year basis.

Institutional Investors Weigh In On CoreWeave

A number of hedge funds have recently modified their holdings of the company. Vanguard Group Inc. increased its stake in CoreWeave by 275.6% during the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after acquiring an additional 20,487,478 shares during the last quarter. Proficio Capital Partners LLC lifted its holdings in CoreWeave by 446,194.0% during the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after buying an additional 17,847,760 shares in the last quarter. Deutsche Bank AG raised its stake in shares of CoreWeave by 22,624.0% in the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after acquiring an additional 3,796,077 shares in the last quarter. Altimeter Capital Management LP acquired a new stake in CoreWeave in the 4th quarter valued at about $230,099,000. Finally, Alyeska Investment Group L.P. raised its holdings in CoreWeave by 300.0% in the fourth quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock valued at $286,440,000 after acquiring an additional 3,000,000 shares in the last quarter.

Analysts Set New Price Targets

Several research analysts recently commented on CRWV shares. HC Wainwright reissued a “buy” rating and issued a $180.00 price objective on shares of CoreWeave in a research note on Wednesday, November 12th. Compass Point began coverage on shares of CoreWeave in a report on Thursday, November 13th. They set a “buy” rating and a $150.00 target price for the company. Morgan Stanley raised their price target on shares of CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. Cantor Fitzgerald restated an “overweight” rating and set a $174.00 price target on shares of CoreWeave in a research report on Wednesday, November 5th. Finally, Melius Research set a $140.00 price objective on shares of CoreWeave in a report on Tuesday, November 11th. Seventeen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $125.45.

Key Headlines 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

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.