Jeff Baker Sells 2,374 Shares of CoreWeave (NASDAQ:CRWV) Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Jeff Baker sold 2,374 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $90.83, for a total value of $215,630.42. Following the completion of the sale, the insider owned 41,275 shares of the company’s stock, valued at $3,749,008.25. This represents a 5.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Jeff Baker also recently made the following trade(s):

• On Thursday, January 29th, Jeff Baker sold 5,143 shares of CoreWeave stock. The shares were sold at an average price of $103.78, for a total value of $533,740.54.

CoreWeave Trading Up 9.3%

CoreWeave stock traded up $8.46 during midday trading on Tuesday, hitting $99.30. 24,088,379 shares of the stock were exchanged, compared to its average volume of 27,033,365. The stock has a market capitalization of $38.37 billion and a PE ratio of -68.48. The company has a fifty day simple moving average of $87.08 and a two-hundred day simple moving average of $100.62. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. CoreWeave Inc. has a 52 week low of $33.51 and a 52 week high of $187.00.

Institutional Investors Weigh In On CoreWeave

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Cornerstone Planning Group LLC raised its holdings in CoreWeave by 272.8% during the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after acquiring an additional 251 shares in the last quarter. Family Legacy Financial Solutions LLC increased its position in shares of CoreWeave by 166.7% during the 3rd 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 last quarter. HighMark Wealth Management LLC acquired a new position in shares of CoreWeave during the 3rd quarter worth approximately $27,000. OLD Second National Bank of Aurora bought a new stake in shares of CoreWeave during the 3rd quarter worth approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in shares of CoreWeave in the 3rd quarter valued at approximately $27,000.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Large institutional interest: ARK Invest disclosed a roughly $3.5M purchase of CRWV shares, signaling conviction from a high-profile AI-focused buyer ahead of earnings — a likely short-term bullish catalyst. Cathie Wood buys $3.5 million in Nvidia-backed stock ahead of earnings
• Positive Sentiment: Fundamental tailwinds: coverage highlights CoreWeave’s large revenue backlog and Nvidia partnerships — factors that support medium-term growth expectations and make the company a favored AI-infrastructure play. 2 Artificial Intelligence (AI) Stocks That Could Double in 2026
• Neutral Sentiment: Upcoming earnings and previews: multiple previews and valuation checks warn the Q4 print (due Feb. 26) is high-impact — results could either validate the backlog story or expose margin/scale issues. Expect volatility around the report. CoreWeave’s Q4 results due Feb. 26: What it means for CRWV stock
• Neutral Sentiment: Comparative/valuation discussion: analysts and outlets are debating CRWV vs. larger players (e.g., MSFT) and flagging mixed fair-value signals — this amplifies stock swings as investors price growth vs. execution risk. CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
• Negative Sentiment: Multiple securities class-action notices: several law firms have filed or are soliciting plaintiffs alleging CoreWeave misled investors about scaling/data-center timelines and revenue guidance — legal risk raises uncertainty and potential financial/management distraction. CoreWeave, Inc. (CRWV) Facing Securities Class Action Over Alleged Data Center Delays and Concealed Infrastructure Risks – Hagens Berman
• Negative Sentiment: Follow-on legal notices and deadlines: a wave of class-action reminder filings (Glancy, Bernstein, Rosen, others) emphasize the March 13 lead-plaintiff deadline — the volume of notices keeps legal risk front-and-center for traders. Deadline Alert: CoreWeave, Inc. (CRWV) Shareholders Urged To Contact Glancy Prongay Wolke & Rotter LLP
• Negative Sentiment: Execution/leverage concerns and insider activity: commentary warns CoreWeave’s leverage and recent analyst-driven downdrafts could hit shareholders if AI demand slows; an insider sale disclosed earlier adds to headline risk. Eric Jackson Says CoreWeave’s Leverage Could Threaten Shareholders If AI Demand Slows Insider Sells $26.6M in Stock

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. JPMorgan Chase & Co. restated a “neutral” rating and issued a $110.00 price target on shares of CoreWeave in a report on Tuesday, November 11th. Deutsche Bank Aktiengesellschaft raised CoreWeave from a “hold” rating to a “buy” rating and increased their target price for the stock from $100.00 to $140.00 in a research note on Tuesday, January 27th. Macquarie Infrastructure reiterated a “neutral” rating and issued a $115.00 price target on shares of CoreWeave in a report on Tuesday, January 27th. Melius Research set a $140.00 price objective on shares of CoreWeave in a report on Tuesday, November 11th. Finally, Loop Capital reduced their target price on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Seventeen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $125.45.

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.