CoreWeave (NASDAQ:CRWV) Trading Down 1.2% After Insider Selling

Shares of CoreWeave Inc. (NASDAQ:CRWV) fell 1.2% during trading on Thursday following insider selling activity. The company traded as low as $88.78 and last traded at $89.76. 17,558,552 shares changed hands during trading, a decline of 39% from the average session volume of 28,874,393 shares. The stock had previously closed at $90.87.

Specifically, EVP Chen Goldberg sold 6,397 shares of CoreWeave stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $106.11, for a total value of $678,785.67. Following the transaction, the executive vice president owned 64,869 shares in the company, valued at approximately $6,883,249.59. The trade was a 8.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brannin Mcbee sold 50,000 shares of CoreWeave stock in a transaction on Monday, August 17th. The stock was sold at an average price of $106.08, for a total value of $5,304,000.00. Following the completion of the transaction, the insider owned 467,263 shares in the company, valued at $49,567,259.04. The trade was a 9.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In related news, insider Brannin Mcbee sold 144,000 shares of CoreWeave stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $106.08, for a total value of $15,275,520.00. Following the transaction, the insider owned 323,263 shares of the company’s stock, valued at approximately $34,291,739.04. This trade represents a 30.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Analyst Ratings Changes

CRWV has been the topic of several recent analyst reports. Cantor Fitzgerald set a $176.00 target price on shares of CoreWeave and gave the company an “overweight” rating in a research note on Wednesday, August 12th. TD Cowen raised CoreWeave to a “buy” rating in a research report on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $150.00 price target on shares of CoreWeave in a report on Friday, August 7th. Piper Sandler reissued an “overweight” rating and set a $153.00 price target (up from $151.00) on shares of CoreWeave in a research report on Wednesday, August 12th. Finally, Mizuho increased their price objective on CoreWeave from $100.00 to $115.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Twenty-two research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $141.10.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multi-year agreement with Hudson River Trading (HRT), a leading quantitative trading firm. HRT will use CoreWeave’s AI cloud and NVIDIA Vera Rubin NVL72 infrastructure for AI-driven trading research and model development. Reports described the contract as potentially worth multiple billions of dollars, although financial terms were not disclosed. Hudson River Trading to Build Next-Gen Research Platform Powered by NVIDIA Vera Rubin on CoreWeave Cloud
• Positive Sentiment: Recent quarterly results continue to demonstrate strong demand: revenue rose 112.5% year over year to approximately $2.58 billion, while the company exceeded consensus EPS expectations. Backlog reached $104.2 billion, and analysts cited improving margins, operating leverage and expanding capacity as reasons for a more bullish outlook. CoreWeave: The Execution Story Is Flashing a Strong Signal
• Positive Sentiment: One analyst upgraded CoreWeave to Strong Buy and assigned a $110–$151 price-target range, reflecting expectations for continued AI infrastructure growth. Separately, Appaloosa Management disclosed a new position valued at roughly $107 million, signaling institutional interest. CoreWeave Strong Buy, But Debt and Dilution Risk Is Real
• Neutral Sentiment: The HRT announcement did not immediately lift the shares, suggesting investors may already expect substantial AI-related growth and are focusing on contract economics, execution and financing requirements.
• Negative Sentiment: CoreWeave remains highly leveraged, with a debt-to-equity ratio above 5, negative earnings and rising interest expense. The capital required to build GPU capacity creates dilution and refinancing risks, particularly while Treasury yields remain elevated. CoreWeave Debt and Dilution Risk
• Negative Sentiment: Multiple executives, including EVP Chen Goldberg and insider Brannin Mcbee, sold shares worth tens of millions of dollars. The transactions were conducted under pre-arranged Rule 10b5-1 plans, reducing their significance, but the selling may still pressure investor sentiment. CoreWeave Stock Plunges Amid Insider Share Sales

CoreWeave Stock Down 1.2%

The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 5.53. The business’s fifty day moving average price is $90.37 and its two-hundred day moving average price is $94.82. The firm has a market cap of $41.19 billion, a P/E ratio of -24.59 and a beta of 7.44.

CoreWeave (NASDAQ:CRWV) last posted its earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share for the quarter, topping the consensus estimate of ($1.52) by $0.38. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The firm had revenue of $2.58 billion during the quarter. During the same quarter last year, the firm posted ($0.27) earnings per share. The firm’s revenue for the quarter was up 112.5% compared to the same quarter last year. As a group, equities research analysts anticipate that CoreWeave Inc. will post -5.36 EPS for the current year.

Institutional Trading of CoreWeave

A number of hedge funds have recently bought and sold shares of CRWV. Sigma Planning Corp lifted its stake in shares of CoreWeave by 17.8% in the second quarter. Sigma Planning Corp now owns 14,141 shares of the company’s stock valued at $1,408,000 after buying an additional 2,133 shares during the period. GTS Securities LLC increased its stake in CoreWeave by 636.0% during the second quarter. GTS Securities LLC now owns 21,085 shares of the company’s stock valued at $2,099,000 after acquiring an additional 18,220 shares during the period. Alyeska Investment Group L.P. increased its stake in CoreWeave by 55.7% during the second quarter. Alyeska Investment Group L.P. now owns 10,891,267 shares of the company’s stock valued at $1,084,117,000 after acquiring an additional 3,897,741 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in CoreWeave by 64.7% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,415,103 shares of the company’s stock valued at $140,859,000 after acquiring an additional 555,999 shares in the last quarter. Finally, Investors Asset Management of Georgia Inc. GA ADV raised its holdings in CoreWeave by 3.3% in the 2nd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 5,545 shares of the company’s stock valued at $552,000 after acquiring an additional 175 shares in the last quarter.

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.