CoreWeave (NASDAQ:CRWV) Upgraded to “Strong Sell” at Sanford C. Bernstein

Sanford C. Bernstein upgraded shares of CoreWeave (NASDAQ:CRWV) to a strong sell rating in a research report sent to investors on Wednesday,Zacks.com reports.

CRWV has been the subject of several other reports. JPMorgan Chase & Co. restated a “neutral” rating and set a $110.00 price objective on shares of CoreWeave in a research report on Tuesday, November 11th. Mizuho dropped their price target on CoreWeave from $100.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, February 27th. Truist Financial boosted their price target on CoreWeave from $84.00 to $85.00 and gave the company a “hold” rating in a research note on Friday, February 27th. HC Wainwright reiterated a “buy” rating and set a $180.00 price objective on shares of CoreWeave in a research report on Monday. Finally, Jefferies Financial Group dropped their target price on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a report on Monday, January 5th. Eighteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $122.35.

CoreWeave Stock Performance

NASDAQ CRWV traded up $1.40 on Wednesday, hitting $76.22. 9,067,306 shares of the stock were exchanged, compared to its average volume of 27,175,068. The company has a market capitalization of $31.94 billion and a PE ratio of -23.82. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.49. The business’s fifty day moving average is $88.54 and its 200 day moving average is $98.84. CoreWeave has a 52 week low of $33.51 and a 52 week high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The business had revenue of $1.57 billion for the quarter. The firm’s quarterly revenue was up 110.4% compared to the same quarter last year.

Insider Transactions at CoreWeave

In other CoreWeave news, CFO Nitin Agrawal sold 3,920 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $73.20, for a total value of $286,944.00. Following the sale, the chief financial officer owned 169,185 shares in the company, valued at $12,384,342. This trade represents a 2.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Michael N. Intrator sold 32,456 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $99.95, for a total value of $3,243,977.20. Following the sale, the chief executive officer owned 5,731,412 shares in the company, valued at $572,854,629.40. This represents a 0.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 4,340,085 shares of company stock worth $373,147,282.

Institutional Trading of CoreWeave

Institutional investors and hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in shares of CoreWeave by 275.6% in the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after buying an additional 20,487,478 shares during the last quarter. Nvidia Corp lifted its stake in shares of CoreWeave by 0.4% in the second quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after acquiring an additional 95,113 shares during the period. Proficio Capital Partners LLC boosted its holdings in CoreWeave by 446,194.0% in the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock valued at $2,443,013,000 after acquiring an additional 17,847,760 shares during the last quarter. Clear Street Group Inc. increased its position in CoreWeave by 57.2% during the 4th quarter. Clear Street Group Inc. now owns 4,653,815 shares of the company’s stock valued at $333,260,000 after purchasing an additional 1,692,916 shares during the period. Finally, Alyeska Investment Group L.P. raised its holdings in CoreWeave by 300.0% during the 4th quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock worth $286,440,000 after purchasing an additional 3,000,000 shares during the last quarter.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Multi‑year partnership with Perplexity to power AI inference workloads reinforces CoreWeave’s position in the high‑margin, high‑frequency inference market and supports the company’s large contracted backlog. CoreWeave Just Landed a Deal That Signals Where AI Is Headed
• Positive Sentiment: Analyst and industry writeups highlight the Perplexity deal’s revenue and strategic implications for inference demand, which could help re-rate long‑term multiples if capacity converts to revenue. Will Perplexity’s AI Workloads Accelerate CRWV’s Next Leg of Expansion?
• Neutral Sentiment: Comparative coverage (Palantir vs. CoreWeave) and conference presentations provide context on competitive positioning but don’t change near‑term cash burn or guidance. Palantir vs CoreWeave: Which is the Better Buy?
• Negative Sentiment: Multiple class‑action filings and law‑firm notices allege securities law violations tied to Q4 results and infrastructure delays; these increase legal risk and can prolong stock pressure. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave
• Negative Sentiment: Analyst coverage has turned cautious: Sanford C. Bernstein/other shops have pushed underperform/strong‑sell views and low $56ish targets, weighing on sentiment. Bernstein Coverage (summary)
• Negative Sentiment: Weak Q4 metrics, a large reported loss and “capex shock” concerns (high 2026 capex guidance) have spooked investors by spotlighting cash burn and execution risks. CoreWeave’s CapEx Shock Spooks The Market
• Negative Sentiment: Insider selling: CFO Nitin Agrawal disclosed a sale of shares, which investors often view negatively in the current context of weak results and legal headlines. SEC Form 4 disclosure
• Negative Sentiment: High‑profile media and commentators (e.g., Jim Cramer) preferring NVIDIA over CoreWeave reinforces rotation into larger, more profitable AI names. Jim Cramer on CoreWeave

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.