CoreWeave (NASDAQ:CRWV) Trading Down 8.1% Following Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) shares traded down 8.1% during trading on Thursday after an insider sold shares in the company. The company traded as low as $80.16 and last traded at $80.45. 18,234,108 shares were traded during mid-day trading, a decline of 30% from the average session volume of 25,988,580 shares. The stock had previously closed at $87.58.

Specifically, insider Brannin Mcbee sold 43,750 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $82.53, for a total transaction of $3,610,687.50. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Brannin Mcbee sold 100,000 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $82.53, for a total value of $8,253,000.00. Following the transaction, the insider owned 248,664 shares in the company, valued at approximately $20,522,239.92. This trade represents a 28.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In other news, insider Brannin Mcbee sold 22,915 shares of CoreWeave stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $82.53, for a total value of $1,891,174.95. The transaction was disclosed in a document filed with the SEC, which is accessible through this link.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on CRWV. Jefferies Financial Group decreased their price objective on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a report on Monday, January 5th. HC Wainwright reissued a “buy” rating and set a $180.00 target price on shares of CoreWeave in a research report on Monday, March 2nd. DA Davidson upped their price target on shares of CoreWeave from $110.00 to $125.00 and gave the company a “buy” rating in a report on Friday, February 27th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Finally, Bank of America upgraded CoreWeave from a “neutral” rating to a “buy” rating and set a $100.00 price objective on the stock in a research note on Tuesday. Nineteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $121.06.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Bank of America upgraded CoreWeave to a Buy, driving short-term optimism from investors and prompting analyst-driven buying interest. CoreWeave (NASDAQ:CRWV) Raised to Buy at Bank of America
• Positive Sentiment: CoreWeave won a multi-year deal with Zonos to power AI-driven cross-border commerce — a recurring-revenue enterprise SaaS opportunity that supports higher-margin, longer-duration revenue. CoreWeave Wins Zonos Contract: A New Recurring Revenue Opportunity?
• Neutral Sentiment: Zacks/other outlets are comparing CoreWeave to Nebius; Nebius shows much faster topline growth and large platform deals, highlighting competitive dynamics that could pressure pricing and market share. Nebius vs. CoreWeave: Which AI Cloud Stock is the Better Bet?
• Neutral Sentiment: Analyses and commentary (Seeking Alpha, Yahoo Finance, InsiderMonkey) reiterate the bull case — strong revenue growth and large-market opportunity — but flag capital expenditure backlog, valuation after recent pullback, and mixed short-term performance. CoreWeave: A Compelling Risk/Reward Opportunity Despite Capex Backlog CoreWeave (CRWV) Valuation Check After Recent Share Price Pullback CoreWeave (CRWV) Fell Despite More Than 40% Revenue Growth
• Negative Sentiment: Large insider selling: Director/insider Brannin McBee sold ~100,000 shares (multiple filings) at ≈$82.53, materially reducing ownership — a signal that can pressure sentiment and weigh on the stock. SEC filing: Insider Sale SEC Filing
• Negative Sentiment: Recent fundamentals still worry some investors: last reported EPS missed estimates (Feb quarter EPS -$0.89 vs. -$0.61 expected) despite strong revenue growth; CoreWeave carries high leverage, negative margins and significant capex needs — factors that amplify downside if growth cools. (See company filings and recent coverage for details.)

CoreWeave Trading Down 8.1%

The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.46 and a current ratio of 0.46. The company’s 50 day moving average is $89.08 and its 200 day moving average is $97.55. The stock has a market capitalization of $33.71 billion and a price-to-earnings ratio of -25.14.

CoreWeave (NASDAQ:CRWV) last posted its quarterly 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 33.82% and a negative net margin of 22.75%.The company had revenue of $1.57 billion during the quarter. The company’s revenue for the quarter was up 110.4% compared to the same quarter last year.

Institutional Investors Weigh In On CoreWeave

A number of institutional investors have recently added to or reduced their stakes in CRWV. Vanguard Group Inc. increased its stake in CoreWeave by 275.6% during the fourth 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 period. Nvidia Corp grew its holdings in shares of CoreWeave by 0.4% during the 2nd quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after purchasing an additional 95,113 shares in the last quarter. Proficio Capital Partners LLC grew its holdings in shares of CoreWeave by 446,194.0% during the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after purchasing an additional 17,847,760 shares in the last quarter. Clear Street Group Inc. increased its position in shares of CoreWeave by 57.2% during the fourth quarter. Clear Street Group Inc. now owns 4,653,815 shares of the company’s stock valued at $333,260,000 after purchasing an additional 1,692,916 shares during the period. Finally, Alyeska Investment Group L.P. increased its position in shares of CoreWeave by 300.0% during the fourth quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock valued at $286,440,000 after purchasing an additional 3,000,000 shares during the period.

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.