CoreWeave (NASDAQ:CRWV) Trading 1.9% Higher – Still a Buy?

Shares of CoreWeave Inc. (NASDAQ:CRWV) were up 1.9% on Monday . The stock traded as high as $74.50 and last traded at $74.41. Approximately 21,214,887 shares traded hands during mid-day trading, a decline of 22% from the average daily volume of 27,370,799 shares. The stock had previously closed at $72.99.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave launched Flexible Capacity Plans (Flex Reservations + new Spot pricing) to better match compute to unpredictable AI workloads — a product move investors view as improving customer stickiness and addressing production AI cost concerns. CoreWeave Introduces Flexible Capacity Plans CoreWeave Flex Plans Reshape AI Cloud Usage And Valuation Debate
• Neutral Sentiment: Media explainers and commentary discussed the share move and catalysts without new fundamental data — useful for context but not transformative by itself. What’s going on with CoreWeave stock today?
• Neutral Sentiment: Jim Cramer mentioned CRWV in a broader discussion about switching investments; the comment is market color, not firm guidance. Jim Cramer Says “e.l.f. Beauty Is Erratic Right Now, But I Have Faith That It Can Go higher”
• Negative Sentiment: Analyst/author skepticism: a Seeking Alpha piece argues CoreWeave’s $66B backlog claims should be materially discounted (suggesting nearer‑term realistic demand closer to ~$30B), challenging bullish growth narratives. CoreWeave’s $66B Backlog Meets A $30B Reality
• Negative Sentiment: Legal and financial risk: Hagens Berman and others flagged a roughly $452M Q4 net loss and “soft” guidance, highlighting missed expectations and amplifying liability concerns. CRWV 2-DAY DEADLINE ALERT: Hagens Berman Analyzes CoreWeave $452M Q4 Loss
• Negative Sentiment: Multiple law firms have filed suits or issued investor notices alleging securities fraud tied to alleged misstatements and infrastructure delays for the March 28–Dec 15, 2025 period; many reminders cite a March 13 lead‑plaintiff deadline — this wave increases legal expense/uncertainty. CoreWeave, Inc. Sued for Securities Law Violations – Levi & Korsinsky CRWV Fraud Reminder – BFA Law KSF Notice of March 13 Deadline
• Negative Sentiment: Institutional selling: Philippe Laffont’s fund disclosed a large disposition of CRWV shares, signaling profit‑taking or reduced conviction from a notable investor. Billionaire Philippe Laffont Dumped His Fund’s Stake

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on CRWV shares. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $110.00 price target on shares of CoreWeave in a report on Tuesday, November 11th. Citizens Jmp reiterated a “market outperform” rating and set a $180.00 target price on shares of CoreWeave in a report on Friday, February 27th. Roth Mkm reissued a “buy” rating on shares of CoreWeave in a research note on Monday, February 23rd. Barclays reduced their price target on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a report on Monday, January 12th. Finally, Mizuho dropped their price objective on CoreWeave from $100.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, February 27th. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $122.35.

CoreWeave Stock Performance

The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 4.46. The firm has a market cap of $34.34 billion and a P/E ratio of -25.61. The business has a fifty day simple moving average of $88.49 and a 200-day simple moving average of $98.52.

CoreWeave (NASDAQ:CRWV) last announced its 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 business had revenue of $1.57 billion for the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The company’s revenue was up 110.4% on a year-over-year basis.

Insider Buying and Selling at CoreWeave

In related news, insider Brannin Mcbee sold 102,835 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $73.57, for a total value of $7,565,570.95. Following the sale, the insider owned 185,181 shares in the company, valued at $13,623,766.17. This represents a 35.70% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $79.36, for a total value of $22,320,000.00. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 4,173,415 shares of company stock valued at $356,812,211.

Institutional Investors Weigh In On CoreWeave

A number of institutional investors have recently modified their holdings of CRWV. Corient Private Wealth LLC raised its position in shares of CoreWeave by 138.1% in the 4th quarter. Corient Private Wealth LLC now owns 9,788 shares of the company’s stock worth $701,000 after purchasing an additional 5,677 shares during the last quarter. Hsbc Holdings PLC raised its holdings in CoreWeave by 6,497.0% in the fourth quarter. Hsbc Holdings PLC now owns 425,970 shares of the company’s stock worth $30,574,000 after buying an additional 419,513 shares during the last quarter. SHP Wealth Management purchased a new stake in shares of CoreWeave during the fourth quarter valued at approximately $106,000. WMS Group LLC bought a new stake in shares of CoreWeave during the fourth quarter valued at approximately $213,000. Finally, Caitong International Asset Management Co. Ltd raised its holdings in CoreWeave by 35.8% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 139,511 shares of the company’s stock worth $9,990,000 after acquiring an additional 36,785 shares during the last quarter.

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.