Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells 144,000 Shares

CoreWeave Inc. (NASDAQ:CRWV) insider Brannin Mcbee sold 144,000 shares of CoreWeave stock in a transaction on Monday, July 27th. The shares were sold at an average price of $71.04, for a total value of $10,229,760.00. Following the completion of the transaction, the insider owned 323,263 shares of the company’s stock, valued at approximately $22,964,603.52. This trade represents a 30.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Monday, July 27th, Brannin Mcbee sold 93,000 shares of CoreWeave stock. The stock was sold at an average price of $71.04, for a total value of $6,606,720.00.
• On Monday, July 27th, Brannin Mcbee sold 13,000 shares of CoreWeave stock. The shares were sold at an average price of $71.04, for a total value of $923,520.00.
• On Monday, July 20th, Brannin Mcbee sold 50,500 shares of CoreWeave stock. The stock was sold at an average price of $75.13, for a total value of $3,794,065.00.
• On Monday, July 20th, Brannin Mcbee sold 55,500 shares of CoreWeave stock. The stock was sold at an average price of $75.13, for a total transaction of $4,169,715.00.
• On Monday, July 20th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The stock was sold at an average price of $75.13, for a total transaction of $10,818,720.00.
• On Monday, July 6th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The shares were sold at an average price of $86.13, for a total transaction of $12,402,720.00.
• On Monday, July 6th, Brannin Mcbee sold 53,000 shares of CoreWeave stock. The stock was sold at an average price of $86.13, for a total transaction of $4,564,890.00.
• On Monday, June 29th, Brannin Mcbee sold 50,000 shares of CoreWeave stock. The stock was sold at an average price of $94.32, for a total transaction of $4,716,000.00.
• On Monday, June 29th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The shares were sold at an average price of $94.32, for a total value of $13,582,080.00.
• On Monday, June 29th, Brannin Mcbee sold 55,500 shares of CoreWeave stock. The stock was sold at an average price of $94.32, for a total value of $5,234,760.00.

CoreWeave Stock Down 9.6%

Shares of CRWV traded down $6.48 during mid-day trading on Wednesday, reaching $60.82. The company’s stock had a trading volume of 36,473,495 shares, compared to its average volume of 24,638,876. The company has a debt-to-equity ratio of 3.68, a current ratio of 0.31 and a quick ratio of 0.31. CoreWeave Inc. has a 12-month low of $60.55 and a 12-month high of $153.20. The stock has a market cap of $27.22 billion, a PE ratio of -19.56 and a beta of 7.17. The company’s 50 day moving average is $94.92 and its 200 day moving average is $95.20.

CoreWeave (NASDAQ:CRWV) last posted its earnings results on Thursday, May 7th. The company reported ($1.40) earnings per share for the quarter, missing the consensus estimate of ($1.17) by ($0.23). The business had revenue of $2.08 billion for the quarter. CoreWeave had a negative return on equity of 43.07% and a negative net margin of 25.57%.The firm’s revenue was up 111.6% compared to the same quarter last year. During the same period last year, the firm posted ($0.60) EPS. Equities analysts anticipate that CoreWeave Inc. will post -4.57 EPS for the current fiscal year.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave added Flow Traders as a customer to run AI-training workloads for quantitative trading, providing another validation of demand for its GPU cloud services. CoreWeave Lands Flow Traders To Run AI Training For Quant Trading
• Positive Sentiment: CoreWeave is also supplying low-latency cloud infrastructure for Anam’s photorealistic AI avatars across the United States and Europe, adding to its customer momentum. CRWV Powers Anam’s AI Avatars With Low-Latency Cloud Infrastructure
• Neutral Sentiment: Investors are looking ahead to CoreWeave’s Aug. 11 earnings report. Although revenue recently more than doubled year over year, the company remains unprofitable, making the upcoming results and outlook especially important. What Does CoreWeave Earnings Date Signal?
• Negative Sentiment: AI-cloud valuations are contracting, sending CoreWeave to a new 52-week low as investors question pricing power and the sustainability of premium “neocloud” valuations. CoreWeave Stock Hits New 52-Week Low
• Negative Sentiment: Rising credit-swap costs across the AI-cloud sector are intensifying concerns about leverage and default risk. CoreWeave’s debt-heavy model is particularly vulnerable to higher financing costs. Rising Credit-Swap Costs Hit the AI Cloud Trade
• Negative Sentiment: Analysts remain cautious ahead of earnings because CoreWeave reported a large GAAP net loss, only a 1% adjusted EBIT margin and substantial capital spending. Fiscal 2026 capital-expenditure guidance of $31 billion to $35 billion raises funding and execution risks. CoreWeave’s GPU Debt Treadmill Keeps Me Sidelined Ahead Of Earnings
• Negative Sentiment: Recent CEO and insider sales, while conducted under pre-arranged trading plans, are adding to investor unease during the selloff. Competitive pressure from Meta and broader concerns about AI financing are further weighing on sentiment. NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus

Hedge Funds Weigh In On CoreWeave

A number of large investors have recently bought and sold shares of the company. Haven Capital Group Inc. acquired a new stake in CoreWeave in the second quarter valued at $242,000. Dagco Inc. purchased a new position in shares of CoreWeave in the 2nd quarter valued at about $258,000. Fiduciary Financial Group LLC acquired a new stake in shares of CoreWeave in the second quarter valued at about $7,298,000. E. Ohman J or Asset Management AB boosted its holdings in CoreWeave by 48.5% during the second quarter. E. Ohman J or Asset Management AB now owns 7,040 shares of the company’s stock worth $701,000 after buying an additional 2,300 shares in the last quarter. Finally, Bay Rivers Group purchased a new stake in CoreWeave during the second quarter worth about $255,000.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on CRWV shares. Citigroup downgraded shares of CoreWeave from a “buy” rating to a “hold” rating in a research report on Wednesday, July 22nd. Cantor Fitzgerald began coverage on shares of CoreWeave in a research note on Wednesday, July 22nd. They issued an “overweight” rating for the company. Roth Capital reaffirmed a “buy” rating and set a $150.00 price objective on shares of CoreWeave in a report on Friday, May 8th. BNP Paribas Exane initiated coverage on shares of CoreWeave in a research note on Tuesday, June 2nd. They set an “outperform” rating and a $192.00 price target for the company. Finally, Weiss Ratings raised CoreWeave from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, June 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, CoreWeave presently has a consensus rating of “Moderate Buy” and a consensus target price of $136.25.

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.