CoreWeave (NASDAQ:CRWV) Stock Price Down 2.4% Following Insider Selling

Shares of CoreWeave Inc. (NASDAQ:CRWV) were down 2.4% on Friday after an insider sold shares in the company. The company traded as low as $71.85 and last traded at $72.99. Approximately 24,919,143 shares changed hands during mid-day trading, a decline of 10% from the average daily volume of 27,567,982 shares. The stock had previously closed at $74.82.

Specifically, CFO Nitin Agrawal sold 3,920 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $73.20, for a total transaction of $286,944.00. Following the transaction, the chief financial officer directly owned 169,185 shares of the company’s stock, valued at approximately $12,384,342. The trade was a 2.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on CRWV shares. Weiss Ratings reissued a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. HC Wainwright reaffirmed a “buy” rating and issued a $180.00 price target on shares of CoreWeave in a research note on Monday. Truist Financial boosted their price objective on shares of CoreWeave from $84.00 to $85.00 and gave the company a “hold” rating in a research report on Friday, February 27th. Melius Research set a $140.00 target price on shares of CoreWeave in a research note on Tuesday, November 11th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of CoreWeave in a research report on Friday, February 27th. Eighteen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $122.35.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Large revenue and backlog add long‑term visibility — CoreWeave reported 2025 revenue of ~$5.13B and a contract backlog of $66.8B, giving management strong forward revenue visibility to support its aggressive buildout plans. CoreWeave (CRWV) Reports 2025 Revenue of $5.13B with $66.8B Backlog
• Positive Sentiment: Strategic customer win validates inference focus — a multi‑year deal to power Perplexity’s AI inference workloads underscores CoreWeave’s positioning in high‑frequency, revenue‑generating inference services versus generalist clouds. CoreWeave Just Landed a Deal That Signals Where AI Is Headed
• Positive Sentiment: Analyst initiation with upside — Oppenheimer initiated coverage with an “Outperform” and $140 price target, signaling some Street conviction around long‑term growth potential. AI Giant CoreWeave Popular Among Analysts This Week
• Neutral Sentiment: Mixed analyst views — other firms (Barclays, H.C. Wainwright, Mizuho, etc.) show divergence on valuation vs. growth and have varied price targets, creating a split‑market backdrop. Barclays Remain a Buy on CoreWeave (CRWV)
• Negative Sentiment: Large Q4 loss, soft guidance and capex plan raise near‑term risk — reports and plaintiff‑firm analyses highlight a roughly $452M Q4 loss, softer guidance and a $30–$35B 2026 capex program that could pressure cash flow and margins. Hagens Berman: CRWV $452M Q4 Loss and Soft Guidance CoreWeave’s CapEx Shock Spooks The Market
• Negative Sentiment: Mounting securities‑fraud class actions — multiple law firms have filed or issued notices (lead‑plaintiff deadlines March 13), increasing litigation exposure, potential settlements and headline risk. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave
• Negative Sentiment: Insider selling and negative analyst actions amplify downside — the CFO disclosed recent share sales and shops like Sanford C. Bernstein have issued underperform/strong‑sell views, which can worsen sentiment while uncertainty persists. SEC Form 4: CFO Sale Sanford C. Bernstein Coverage/Comment

CoreWeave Price Performance

The company has a current ratio of 0.46, a quick ratio of 0.49 and a debt-to-equity ratio of 4.46. The company has a market capitalization of $30.58 billion and a price-to-earnings ratio of -22.81. The firm has a 50-day simple moving average of $88.54 and a two-hundred day simple moving average of $98.84.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The firm had revenue of $1.57 billion during the quarter. CoreWeave’s quarterly revenue was up 110.4% compared to the same quarter last year.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in CoreWeave by 275.6% in the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after acquiring an additional 20,487,478 shares during the last quarter. Proficio Capital Partners LLC grew its position in shares of CoreWeave by 446,194.0% in the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock valued at $2,443,013,000 after purchasing an additional 17,847,760 shares during the last quarter. Deutsche Bank AG grew its position in shares of CoreWeave by 22,624.0% in the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after purchasing an additional 3,796,077 shares during the last quarter. Altimeter Capital Management LP purchased a new position in shares of CoreWeave during the 4th quarter worth approximately $230,099,000. Finally, Alyeska Investment Group L.P. lifted its stake in CoreWeave by 300.0% in the 4th quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock valued at $286,440,000 after buying an additional 3,000,000 shares in the last quarter.

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.