Cantor Fitzgerald Reiterates “Overweight” Rating for CoreWeave (NASDAQ:CRWV)

CoreWeave (NASDAQ:CRWV)‘s stock had its “overweight” rating restated by research analysts at Cantor Fitzgerald in a research report issued to clients and investors on Friday,Benzinga reports. They currently have a $131.00 price objective on the stock. Cantor Fitzgerald’s price target points to a potential upside of 60.64% from the stock’s previous close.

A number of other equities analysts also recently commented on CRWV. Mizuho lifted 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. UBS Group restated a “neutral” rating on shares of CoreWeave in a research report on Friday, January 16th. Truist Financial assumed coverage on shares of CoreWeave in a research report on Tuesday, January 6th. They set a “hold” rating and a $84.00 price objective for the company. Loop Capital decreased their target price on CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Seventeen equities 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. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $123.97.

CoreWeave Stock Down 16.5%

CRWV stock traded down $16.08 during mid-day trading on Friday, hitting $81.55. 11,943,459 shares of the company were exchanged, compared to its average volume of 26,279,672. The company has a market capitalization of $31.51 billion and a PE ratio of -56.24. The firm has a fifty day simple moving average of $88.95 and a 200 day simple moving average of $100.37. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66. CoreWeave has a twelve month low of $33.51 and a twelve month high of $187.00.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). The company had revenue of $1.57 billion during the quarter. The firm’s revenue for the quarter was up 110.4% on a year-over-year basis.

Insider Activity

In other CoreWeave news, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $87.75, for a total transaction of $24,679,687.50. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Michael N. Intrator sold 111,427 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total transaction of $8,066,200.53. Following the sale, the chief executive officer owned 5,922,620 shares in the company, valued at $428,738,461.80. This trade represents a 1.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 4,565,769 shares of company stock valued at $388,715,556.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Cornerstone Planning Group LLC boosted its stake in CoreWeave by 272.8% in the 4th quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after purchasing an additional 251 shares during the period. Family Legacy Financial Solutions LLC raised its stake in CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares during the period. HighMark Wealth Management LLC purchased a new stake in shares of CoreWeave in the third quarter valued at $27,000. OLD Second National Bank of Aurora acquired a new stake in shares of CoreWeave in the third quarter worth $27,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of CoreWeave during the third quarter valued at $27,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Revenue beat and record backlog support growth thesis: CoreWeave topped Q4 revenue estimates as AI demand pushed platform usage and backlog approached ~$67B, evidence of strong contracted demand. CNBC: CoreWeave beats revenue
• Positive Sentiment: High revenue guidance and large contracted pipeline: Management is targeting substantially higher FY26 revenue (company guidance implies a step-up in scale), which underpins the long-term growth story if margins recover as capacity ramps. Press release / slide deck
• Positive Sentiment: Strategic financing / partner support: Reports note syndication of large loans tied to long-term customer contracts and renewed Nvidia interest via a multibillion equity tie‑up, which can de‑risk expansion financing. Yahoo Finance: financing and Nvidia
• Neutral Sentiment: Analyst mix: Citizens Jmp reaffirmed a “market outperform” rating with a $180 target, while Needham left a “hold” — showing divergent views on payoff from current spending. Benzinga: analyst notes
• Neutral Sentiment: Mixed quarter — revenue growth strong but profitability lagging: Revenue surged >100% YoY, yet adjusted losses widened and EPS missed consensus, leaving the report technically mixed for traders. MarketBeat: earnings summary
• Negative Sentiment: Doubling capital expenditure raises margin and return concerns: Plans to materially increase capex this year triggered investor worry about near‑term margin pressure and the effectiveness of the spend. That prompted heavy selling in pre‑market trade. Reuters: capex concerns
• Negative Sentiment: Rising debt, interest costs and wider losses: Coverage (Barron’s/MSN) highlights growing interest expense and higher leverage after the quarter, which amplifies execution and liquidity risk while capex is ramping. Barron’s: debt and losses
• Negative Sentiment: Multiple securities‑fraud class action notices filed: Several law firms have announced suits and lead‑plaintiff deadlines alleging disclosure issues around data‑center delays and infrastructure risks — a reputational and legal overhang. Pomerantz PR: class action
• Negative Sentiment: Insider selling and short‑term selling pressure: Reports of insider sales and sizable short interest increases add to near‑term headwinds for the stock. AmericanBankingNews: insider selling

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.