Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells 2,671 Shares of Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Kristen Mcveety sold 2,671 shares of CoreWeave stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $97.92, for a total transaction of $261,544.32. Following the completion of the transaction, the insider owned 120,079 shares of the company’s stock, valued at $11,758,135.68. The trade was a 2.18% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

CoreWeave Stock Performance

CRWV traded down $18.07 on Friday, hitting $79.56. The company’s stock had a trading volume of 67,753,761 shares, compared to its average volume of 22,380,874. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month high of $187.00. The firm has a market cap of $30.74 billion and a P/E ratio of -24.86. 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’s 50 day simple moving average is $88.88 and its 200-day simple moving average is $99.95.

CoreWeave (NASDAQ:CRWV) last posted its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 35.39% and a negative net margin of 22.75%.The company had revenue of $1.57 billion for the quarter. The company’s quarterly revenue was up 110.4% on a year-over-year basis.

Institutional Trading of CoreWeave

Hedge funds have recently made changes to their positions in the stock. Renaissance Capital LLC lifted its position in CoreWeave by 49.9% in the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock worth $6,454,000 after buying an additional 15,697 shares during the last quarter. Munro Partners grew its position in CoreWeave by 5,272.4% during the third quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after acquiring an additional 605,010 shares during the last quarter. AE Wealth Management LLC purchased a new position in shares of CoreWeave during the third quarter worth approximately $4,241,000. HWG Holdings LP bought a new stake in shares of CoreWeave in the 3rd quarter worth approximately $1,863,000. Finally, Rockline Wealth Management LLC bought a new stake in shares of CoreWeave in the 2nd quarter worth approximately $951,000.

Analyst Ratings Changes

CRWV has been the topic of several analyst reports. Jefferies Financial Group decreased their price target on CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $131.00 price objective on shares of CoreWeave in a research note on Friday. Stifel Nicolaus set a $120.00 target price on shares of CoreWeave in a research note on Tuesday, November 11th. Compass Point assumed coverage on shares of CoreWeave in a report on Thursday, November 13th. They issued a “buy” rating and a $150.00 price target for the company. Finally, The Goldman Sachs Group initiated coverage on shares of CoreWeave in a research report on Monday, January 12th. They set a “neutral” rating and a $86.00 price target for the company. Seventeen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $124.34.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Very strong demand/backlog and revenue growth: Q4 revenue was $1.57B (+~110% YoY) and fiscal 2025 revenue topped ~$5.1B; backlog expanded to roughly $66.8B and management guided FY‑2026 revenue to ~$12–13B, underscoring continued AI-driven demand. CoreWeave: From Growth Story To Capital Story
• Positive Sentiment: Beat on revenue and product progress: CoreWeave topped revenue estimates and launched services (e.g., object storage) while highlighting capacity ramps that should convert backlog into revenue over time. CoreWeave Reports Strong Q4 and FY2025 Results
• Neutral Sentiment: Mixed analyst action — some firms raised targets or reaffirmed overweight/Buy ratings while others trimmed targets or moved to Neutral/Hold; overall street targets remain elevated but commentary is cautious on debt and spending. Reuters: CapEx doubles, market reaction
• Neutral Sentiment: Investor events scheduled — management will present at Morgan Stanley and Cantor investor conferences (early March), offering opportunities for further color on capex plans and timelines. Investor conference notice
• Negative Sentiment: Earnings miss on EPS and wider GAAP loss: Q4 EPS of ($0.89) missed consensus and GAAP loss widened; interest expense jumped materially, pressuring near-term profitability despite strong adjusted EBITDA. MarketBeat: Q4 results
• Negative Sentiment: Big increase in capital spending and debt — management signaled a large CapEx program (management cited $30–$35B CapEx) and financing moves (loan syndication/equity support reported). The planned doubling of capex stoked margin concerns and heightened execution risk. Reuters: CapEx doubles, margin concerns
• Negative Sentiment: Multiple securities-class-action filings and broad law-firm notices alleging disclosure failures about data-center/infrastructure risks — legal risk and headline pressure add to near-term volatility. Hagens Berman class action notice
• Negative Sentiment: Market reaction and management defense: Shares fell sharply on the combination of EPS miss, heavy capex guidance and debt; CEO publicly defended the accelerated buildout but investor skepticism over capital intensity and execution remains high. CNBC: CEO defends spending

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.