CoreWeave (NASDAQ:CRWV) Insider Sells $5,753,867.04 in Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Brian Venturo sold 65,616 shares of the company’s stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $87.69, for a total value of $5,753,867.04. Following the sale, the insider owned 302,526 shares of the company’s stock, valued at $26,528,504.94. This trade represents a 17.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

CoreWeave Price Performance

CRWV opened at $89.62 on Monday. The business’s 50-day moving average is $87.05 and its two-hundred day moving average is $94.72. The company has a debt-to-equity ratio of 5.53, a current ratio of 0.46 and a quick ratio of 0.46. CoreWeave Inc. has a 1 year low of $60.55 and a 1 year high of $153.20. The firm has a market capitalization of $41.12 billion, a PE ratio of -24.55 and a beta of 7.36.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, topping the consensus estimate of ($1.52) by $0.38. The firm had revenue of $2.58 billion during the quarter. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The company’s revenue was up 112.5% compared to the same quarter last year. During the same quarter last year, the firm earned ($0.27) EPS. Research analysts anticipate that CoreWeave Inc. will post -5.19 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages recently issued reports on CRWV. Wells Fargo & Company upped their target price on CoreWeave from $155.00 to $160.00 and gave the company an “overweight” rating in a research report on Wednesday, August 12th. TD Cowen upgraded CoreWeave to a “buy” rating in a research note on Wednesday, July 22nd. Needham & Company LLC reaffirmed a “hold” rating on shares of CoreWeave in a report on Thursday, August 13th. Roth Capital set a $145.00 price target on shares of CoreWeave in a report on Thursday, August 13th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, September 21st. Twenty-three equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $138.78.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Oppenheimer initiated or reiterated a Buy view on CoreWeave, adding to a series of favorable analyst opinions. William Blair also began coverage with an Outperform rating, while Jefferies said capacity constraints and demand visibility extending toward 2028 support its bullish case. CoreWeave Gets a Buy from Oppenheimer
• Positive Sentiment: UBS expects the AI-infrastructure market to remain strong, reinforcing the demand outlook for CoreWeave’s GPU-cloud and data-center services. UBS Sees AI Infrastructure Market Staying Hot
• Positive Sentiment: CoreWeave is expanding beyond traditional GPU rentals through NVIDIA Vera and Vera Rubin systems, its Forge AI-development environment and a new Partner Network. The initiatives target agentic AI, inference and enterprise workloads, potentially broadening revenue sources and customer reach. CoreWeave’s Vera Rubin Push
• Positive Sentiment: A new partner ecosystem and a clinical-AI deployment with Ennoble Care could help CoreWeave expand its customer base and showcase inference applications. CoreWeave Partner Network and AI Deals
• Neutral Sentiment: The bullish case emphasizes CoreWeave’s sizable backlog and rapid revenue growth, but the company is spending heavily to build capacity and relies substantially on debt and long-term leases.
• Negative Sentiment: Valuation concerns remain significant: investors must account for GPU replacement costs, interest expense and depreciation rather than relying solely on EBITDA. Critics also warn that expanding compute supply could eventually pressure pricing and returns. What Is CoreWeave Worth After the Cost of Replacing Its GPUs?
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares worth approximately $26.7 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature reduces its significance, but the transaction may still weigh on sentiment.

Institutional Investors Weigh In On CoreWeave

A number of large investors have recently bought and sold shares of the company. Alyeska Investment Group L.P. increased its holdings in CoreWeave by 55.7% in the 2nd quarter. Alyeska Investment Group L.P. now owns 10,891,267 shares of the company’s stock worth $1,084,117,000 after buying an additional 3,897,741 shares during the period. State Street Corp raised its position in CoreWeave by 139.7% during the 2nd quarter. State Street Corp now owns 7,058,846 shares of the company’s stock worth $702,638,000 after buying an additional 4,113,873 shares during the last quarter. Bank of America Corp DE lifted its stake in CoreWeave by 13.1% during the 1st quarter. Bank of America Corp DE now owns 5,652,129 shares of the company’s stock valued at $437,870,000 after acquiring an additional 653,398 shares during the period. Clear Street Group Inc. lifted its stake 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 acquiring an additional 1,692,916 shares during the period. Finally, Deutsche Bank AG boosted its holdings in shares of CoreWeave by 22,624.0% in the 4th 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 during the last quarter.

CoreWeave Company Profile

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning and other data-intensive workloads. The company offers access to accelerated computing resources, including graphics processing units (GPUs), alongside central processing units, high-performance storage, networking and data center capacity.

Its platform supports AI model training, fine-tuning and inference, as well as visual effects, rendering, scientific computing and other demanding applications.