CoreWeave (NASDAQ:CRWV) Shares Down 8.1% After Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) shares traded down 8.1% during trading on Friday after an insider sold shares in the company. The stock traded as low as $84.50 and last traded at $89.25. 46,014,981 shares traded hands during mid-day trading, an increase of 69% from the average session volume of 27,268,531 shares. The stock had previously closed at $97.14.

Specifically, insider Brannin Mcbee sold 25,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $91.73, for a total value of $2,293,250.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Brannin Mcbee sold 102,830 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $91.73, for a total value of $9,432,595.90. Following the sale, the insider owned 248,664 shares in the company, valued at approximately $22,809,948.72. This represents a 29.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In other CoreWeave news, insider Brannin Mcbee sold 5,500 shares of CoreWeave stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $91.81, for a total value of $504,955.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Wall Street Analysts Forecast Growth

CRWV has been the topic of several recent analyst reports. Wells Fargo & Company dropped their price objective on CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. The Goldman Sachs Group initiated coverage on shares of CoreWeave in a research note on Monday, January 12th. They issued a “neutral” rating and a $86.00 price target for the company. Loop Capital decreased their price objective on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, November 12th. Morgan Stanley increased their price objective on shares of CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. Finally, JPMorgan Chase & Co. reiterated a “neutral” rating and set a $110.00 price objective on shares of CoreWeave in a research report on Tuesday, November 11th. Seventeen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, CoreWeave currently has a consensus rating of “Moderate Buy” and a consensus target price of $125.45.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA kept a stake in CoreWeave in its latest 13F filing, which some investors view as an endorsement of CoreWeave’s place in the AI infrastructure ecosystem. NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges
• Positive Sentiment: Company messaging and coverage emphasize commercial opportunities around validating AI performance and cost efficiency — a narrative that supports demand for CoreWeave’s GPU‑as‑a‑service offerings. CoreWeave Inc. (CRWV) Eyes Opportunities in Validating AI Performance and Costs
• Neutral Sentiment: CoreWeave sits on a very large revenue backlog (reported >$50B), which supports long‑term demand visibility but also raises execution expectations going forward. 55 Billion Backlog Cannot Hide CoreWeave’s $29 Billion Debt Reality
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs in securities‑fraud class actions alleging the company misled investors about its ability to scale and meet guidance — a major near‑term legal overhang. CoreWeave, Inc. (CRWV) Facing Securities Class Action Over Alleged Data Center Delays and Concealed Infrastructure Risks – Hagens Berman
• Negative Sentiment: Additional class action notices and plaintiff‑firm outreach (Pomerantz, Rosen, BFA and others) amplify the perception of legal risk and could increase shareholder litigation costs and distraction. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc. and Certain Officers – CRWV
• Negative Sentiment: A report that a planned Blue Owl financing may have faltered has spooked investors because it raises doubts about funding for a major $4B joint‑venture AI data‑center project. CoreWeave Stock Spooked by Report of Blue Owl Financing Fail
• Negative Sentiment: Insider selling: a senior insider disclosed multi‑hundred‑thousand to >100k share sales at ~\$91.7, which investors often view as a negative signal for near‑term confidence. Brannin Mcbee insider sale filings

CoreWeave Stock Down 8.1%

The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The company has a fifty day simple moving average of $86.50 and a 200-day simple moving average of $101.09. The firm has a market cap of $34.49 billion and a P/E ratio of -61.55.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Family Legacy Financial Solutions LLC boosted its position in shares of CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares during the period. HighMark Wealth Management LLC purchased a new position in shares of CoreWeave during the 3rd quarter valued at $27,000. OLD Second National Bank of Aurora bought a new position in CoreWeave in the 3rd quarter worth $27,000. KERR FINANCIAL PLANNING Corp bought a new position in CoreWeave in the 3rd quarter worth $27,000. Finally, Aspect Partners LLC purchased a new stake in CoreWeave in the 3rd quarter worth $28,000.

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.