CoreWeave (NASDAQ:CRWV) Insider Brannin Mcbee Sells 102,830 Shares

CoreWeave Inc. (NASDAQ:CRWV) insider Brannin Mcbee sold 102,830 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $95.95, for a total value of $9,866,538.50. Following the completion of the sale, the insider owned 248,664 shares of the company’s stock, valued at $23,859,310.80. The trade was a 29.26% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

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

• On Monday, February 9th, Brannin Mcbee sold 25,500 shares of CoreWeave stock. The stock was sold at an average price of $95.94, for a total value of $2,446,470.00.
• On Monday, February 9th, Brannin Mcbee sold 5,000 shares of CoreWeave stock. The shares were sold at an average price of $95.81, for a total value of $479,050.00.
• On Monday, February 9th, Brannin Mcbee sold 33,335 shares of CoreWeave stock. The stock was sold at an average price of $95.95, for a total transaction of $3,198,493.25.
• On Monday, February 2nd, Brannin Mcbee sold 28,500 shares of CoreWeave stock. The stock was sold at an average price of $90.44, for a total transaction of $2,577,540.00.
• On Monday, February 2nd, Brannin Mcbee sold 102,830 shares of CoreWeave stock. The shares were sold at an average price of $90.43, for a total transaction of $9,298,916.90.
• On Monday, February 2nd, Brannin Mcbee sold 35,335 shares of CoreWeave stock. The stock was sold at an average price of $90.43, for a total transaction of $3,195,344.05.
• On Monday, January 26th, Brannin Mcbee sold 3,000 shares of CoreWeave stock. The shares were sold at an average price of $101.49, for a total value of $304,470.00.
• On Monday, January 26th, Brannin Mcbee sold 102,830 shares of CoreWeave stock. The shares were sold at an average price of $101.45, for a total value of $10,432,103.50.
• On Monday, January 26th, Brannin Mcbee sold 25,500 shares of CoreWeave stock. The stock was sold at an average price of $101.45, for a total value of $2,586,975.00.
• On Monday, January 26th, Brannin Mcbee sold 2,000 shares of CoreWeave stock. The stock was sold at an average price of $101.49, for a total value of $202,980.00.

CoreWeave Stock Up 0.0%

Shares of CoreWeave stock traded up $0.04 during trading on Wednesday, hitting $95.15. 21,149,449 shares of the stock traded hands, compared to its average volume of 28,135,796. The stock has a market cap of $36.77 billion and a P/E ratio of -65.62. The company has a fifty day moving average price of $85.60 and a two-hundred day moving average price of $101.58. CoreWeave Inc. has a twelve month low of $33.51 and a twelve month high of $187.00. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data on Monday, November 10th. The company reported ($0.22) EPS for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The firm had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. The company’s quarterly revenue was up 133.7% on a year-over-year basis. During the same quarter in the prior year, the company posted ($1.82) EPS.

Institutional Trading of CoreWeave

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted 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 purchasing an additional 20,487,478 shares during the period. Nvidia Corp raised its holdings in shares of CoreWeave by 0.4% in the 2nd quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after buying an additional 95,113 shares in the last quarter. Proficio Capital Partners LLC lifted its position in shares of 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 during the period. Deutsche Bank AG lifted its position in shares of CoreWeave by 22,624.0% during the 4th quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock worth $273,039,000 after buying an additional 3,796,077 shares during the period. Finally, Invesco Ltd. boosted its stake in CoreWeave by 55,329.7% in the 3rd quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after buying an additional 2,993,889 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on CRWV. Mizuho upped their price objective on shares of CoreWeave from $92.00 to $100.00 and gave the stock a “neutral” rating in a report on Monday, January 26th. The Goldman Sachs Group initiated coverage on CoreWeave in a research report on Monday, January 12th. They issued a “neutral” rating and a $86.00 price target for the company. Truist Financial began coverage on CoreWeave in a research note on Tuesday, January 6th. They set a “hold” rating and a $84.00 price target for the company. Macquarie Infrastructure reissued a “neutral” rating and issued a $115.00 price objective on shares of CoreWeave in a research note on Tuesday, January 27th. Finally, JPMorgan Chase & Co. restated a “neutral” rating and issued a $110.00 target price on shares of CoreWeave in a report on Tuesday, November 11th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, CoreWeave presently has an average rating of “Moderate Buy” and a consensus target price of $127.27.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Bullish analyst/preview arguing upside into earnings — a Seeking Alpha preview highlights CoreWeave’s stronger growth visibility from diversified data‑center sourcing, ARENA scaling, and upcoming Nvidia Rubin deployments as reasons for upside ahead of Q4 results. CoreWeave: A No-Brainer Buy Ahead Of Earnings (Preview)
• Positive Sentiment: CoreWeave ARENA rollout seen as competitive edge — coverage (Zacks / Yahoo) points to ARENA as a production AI platform that can win stickier, higher‑margin production workloads, which supports revenue and pricing power if adoption continues. Does ARENA Roll Out Give CoreWeave a Competitive Revenue Edge?
• Neutral Sentiment: Short interest data appears unreliable/insignificant — two short‑interest notices report 0 shares and NaN changes, implying no meaningful or actionable short‑interest signal today.
• Negative Sentiment: Multiple law firms have issued investor alerts and class‑action notices (lead‑plaintiff deadline March 13, 2026). Several national firms are soliciting potential plaintiffs alleging misstatements about scaling and guidance — increased litigation risk creates headline volatility and potential legal expense/management distraction. ROSEN, A RANKED AND LEADING FIRM, Encourages CoreWeave, Inc. Investors to Secure Counsel
• Negative Sentiment: Alleged infrastructure delays and related reporting triggered a sharp earlier selloff — press pieces and law‑firm notices tie reported data‑center/infrastructure setbacks to a sizable stock drop, amplifying investor concern over execution vs. aggressive growth targets. This is the primary near‑term negative catalyst. CRWV Stock Drop: CoreWeave Inc. Stock Plummets 16% after Infrastructure Delays Revealed

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.