CoreWeave (NASDAQ:CRWV) Insider Sells $8,444,000.00 in Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Brannin Mcbee sold 100,000 shares of the stock in a transaction on Monday, March 16th. The stock was sold at an average price of $84.44, for a total transaction of $8,444,000.00. Following the transaction, the insider owned 248,664 shares in the company, valued at approximately $20,997,188.16. This trade represents a 28.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Brannin Mcbee also recently made the following trade(s):

• On Monday, March 16th, Brannin Mcbee sold 43,750 shares of CoreWeave stock. The shares were sold at an average price of $84.44, for a total transaction of $3,694,250.00.
• On Monday, March 16th, Brannin Mcbee sold 22,915 shares of CoreWeave stock. The shares were sold at an average price of $84.44, for a total transaction of $1,934,942.60.
• On Monday, March 9th, Brannin Mcbee sold 181,245 shares of CoreWeave stock. The stock was sold at an average price of $72.61, for a total transaction of $13,160,199.45.
• On Monday, March 9th, Brannin Mcbee sold 300,000 shares of CoreWeave stock. The stock was sold at an average price of $72.61, for a total transaction of $21,783,000.00.
• On Monday, March 9th, Brannin Mcbee sold 18,750 shares of CoreWeave stock. The shares were sold at an average price of $72.61, for a total value of $1,361,437.50.
• On Tuesday, February 17th, Brannin Mcbee sold 25,000 shares of CoreWeave stock. The stock was sold at an average price of $91.73, for a total value of $2,293,250.00.
• On Tuesday, February 17th, Brannin Mcbee sold 102,830 shares of CoreWeave stock. The stock was sold at an average price of $91.73, for a total value of $9,432,595.90.
• On Tuesday, February 17th, Brannin Mcbee sold 5,500 shares of CoreWeave stock. The stock was sold at an average price of $91.81, for a total value of $504,955.00.
• On Tuesday, February 17th, Brannin Mcbee sold 33,315 shares of CoreWeave stock. The shares were sold at an average price of $91.73, for a total value of $3,055,984.95.
• On Monday, February 9th, Brannin Mcbee sold 25,500 shares of CoreWeave stock. The shares were sold at an average price of $95.94, for a total value of $2,446,470.00.

CoreWeave Stock Performance

Shares of CRWV stock traded up $0.70 during trading on Wednesday, reaching $82.82. The company had a trading volume of 17,290,774 shares, compared to its average volume of 25,475,896. The firm’s 50 day simple moving average is $89.27 and its two-hundred day simple moving average is $97.88. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. The company has a market capitalization of $34.70 billion and a PE ratio of -25.88.

CoreWeave (NASDAQ:CRWV) last announced its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 company had revenue of $1.57 billion for the quarter. CoreWeave’s revenue was up 110.4% on a year-over-year basis.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on CRWV. Barclays lowered their target price on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Monday, January 12th. Oppenheimer started coverage on shares of CoreWeave in a report on Friday, March 6th. They set an “outperform” rating and a $140.00 price target for the company. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $131.00 price target on shares of CoreWeave in a research report on Friday, February 27th. Macquarie Infrastructure reiterated a “neutral” rating and issued a $115.00 price objective on shares of CoreWeave in a research note on Tuesday, January 27th. Finally, Deutsche Bank Aktiengesellschaft raised CoreWeave from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $100.00 to $140.00 in a research report on Tuesday, January 27th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, CoreWeave currently has a consensus rating of “Moderate Buy” and an average price target of $122.35.

Institutional Trading of CoreWeave

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Rockefeller Capital Management L.P. lifted its position in CoreWeave by 95.6% in the fourth quarter. Rockefeller Capital Management L.P. now owns 66,623 shares of the company’s stock worth $4,771,000 after purchasing an additional 32,569 shares during the period. Osbon Capital Management LLC bought a new stake in CoreWeave in the 4th quarter valued at $114,000. World Investment Advisors increased its holdings in CoreWeave by 238.1% in the 4th quarter. World Investment Advisors now owns 8,026 shares of the company’s stock valued at $575,000 after buying an additional 5,652 shares during the period. Nalls Sherbakoff Group LLC acquired a new position in shares of CoreWeave in the 4th quarter valued at $36,000. Finally, DUTCH ASSET Corp acquired a new position in shares of CoreWeave in the 4th quarter valued at $300,000.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Secured a commercial deal with Perplexity, signaling demand for CoreWeave’s neocloud GPU infrastructure and potential revenue upside from new AI customers. CoreWeave just landed a deal with Perplexity
• Positive Sentiment: Announced a major hyperscale build in Saskatchewan with Cerebras and BCE — a 300 MW AI data center that positions CoreWeave in larger-scale infrastructure projects and could lift backlog and long‑term revenue. CoreWeave’s Saskatchewan build
• Neutral Sentiment: Evercore ISI trimmed its price target on CRWV but kept an Outperform rating — suggests confidence in growth but acknowledges nearer‑term valuation/earnings risks. Why Evercore ISI Trimmed CoreWeave’s Target
• Neutral Sentiment: Wall‑street consensus sits around a $122.35 12‑month target (mixed buy/hold coverage). This keeps upside on the table versus current pricing but also reflects analyst disagreement on near‑term execution and margins. Consensus target $122.35
• Neutral Sentiment: Market commentators highlight CoreWeave’s strong 1‑year performance (up materially) and debate upside potential to prior highs — which can amplify volatility as investors reassess valuation. CoreWeave stock is up 105% in a year
• Negative Sentiment: Shares have dropped ~15% over the past month on concerns about surging debt, heavy AI capital spending, and weak earnings quality despite rapid revenue growth — a key driver of short‑term selling pressure. CRWV Stock Falls 15% in a Month Zacks: CRWV Stock Falls 15%
• Negative Sentiment: Notable insider selling has been flagged by coverage; while not uncommon for fast‑appreciating stocks, it can add to near‑term downward pressure on sentiment. Insider Selling: CRWV
• Negative Sentiment: Critical analysis calling CoreWeave “overpriced” highlights valuation risk versus fundamentals (negative margins, recent EPS miss) and may influence more skeptical investors. Seeking Alpha: Still Substantially Overpriced

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.