CoreWeave (NASDAQ:CRWV) Shares Down 1.3% on Insider Selling

CoreWeave Inc. (NASDAQ:CRWV)’s share price fell 1.3% during trading on Wednesday following insider selling activity. The company traded as low as $97.85 and last traded at $98.01. 19,179,312 shares changed hands during mid-day trading, a decline of 29% from the average session volume of 26,838,496 shares. The stock had previously closed at $99.30.

Specifically, CFO Nitin Agrawal sold 5,383 shares of CoreWeave stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $90.84, for a total transaction of $488,991.72. Following the completion of the sale, the chief financial officer directly owned 173,105 shares in the company, valued at approximately $15,724,858.20. The trade was a 3.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Jeff Baker sold 2,374 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $90.83, for a total transaction of $215,630.42. Following the completion of the sale, the insider owned 41,275 shares in the company, valued at $3,749,008.25. The trade was a 5.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In related news, EVP Chen Goldberg sold 18,950 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $90.84, for a total transaction of $1,721,418.00. Following the completion of the transaction, the executive vice president owned 58,689 shares of the company’s stock, valued at $5,331,308.76. This trade represents a 24.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink.

Analyst Upgrades and Downgrades

CRWV has been the topic of several analyst reports. Macquarie Infrastructure reaffirmed a “neutral” rating and set a $115.00 price target on shares of CoreWeave in a research report on Tuesday, January 27th. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a research report on Monday, January 26th. Bank of America decreased their price target on CoreWeave from $168.00 to $140.00 and set a “neutral” rating for the company in a report on Tuesday, November 11th. Barclays cut their target price on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a report on Monday, January 12th. Finally, Truist Financial began coverage on shares of CoreWeave in a report on Tuesday, January 6th. They set a “hold” rating and a $84.00 price target on the stock. Seventeen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $125.45.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Report that CoreWeave is pursuing an approximately $8.5 billion loan package backed by Meta — if completed this would materially ease capital needs for data‑center buildout and signal strong customer commitment. Market Chatter: CoreWeave Targets $8.5 Billion Loan for Meta’s Cloud Computing Deal
• Positive Sentiment: Large institutional buy: ARK Invest disclosed a ~$3.5M purchase of CRWV shares on Feb. 20 — a high‑profile vote of confidence ahead of earnings that can attract momentum traders. Cathie Wood buys $3.5 million in Nvidia-backed stock ahead of earnings
• Neutral Sentiment: Upcoming catalyst: Q4 earnings (Feb. 26) are the immediate driver — investors are focused on revenue/backlog, margin trends, guidance and commentary about data‑center build timing. Results could swing sentiment either way. CoreWeave Q4 earnings on deck: What to expect
• Neutral Sentiment: Analyst debate/valuation chatter juxtaposes strong growth potential vs. mixed fair‑value signals — keeps trading active but not decisively directional. CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
• Negative Sentiment: Legal overhang: multiple class‑action suits and law‑firm solicitations allege CoreWeave misled investors on scaling and data‑center timing — rising litigation risk and potential damages are a clear downside catalyst. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc.
• Negative Sentiment: Insider selling: several executives (including the CFO and other senior officers) sold shares in late Feb. — while filings show remaining holdings, the timing/size of sales can spook investors. SEC Form 4 — Nitin Agrawal sale
• Negative Sentiment: Funding and leverage concerns: reporting highlights missed financing (Blue Owl not securing $4B previously) and sector credit tightening — CoreWeave’s debt‑heavy model raises downside if AI demand or execution slows. CoreWeave Confronts Lawsuits And Funding Strains Before Pivotal Earnings Report

CoreWeave Trading Down 1.3%

The company’s fifty day simple moving average is $87.68 and its 200-day simple moving average is $100.41. The firm has a market capitalization of $37.87 billion and a PE ratio of -67.59. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Hazlett Burt & Watson Inc. increased its stake in shares of CoreWeave by 34.7% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock worth $33,000 after acquiring an additional 119 shares during the last quarter. Chilton Capital Management LLC increased its position in CoreWeave by 50.2% during the third quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock worth $50,000 after purchasing an additional 121 shares during the last quarter. Cullen Frost Bankers Inc. increased its position in CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after purchasing an additional 121 shares during the last quarter. Family Legacy Financial Solutions LLC boosted its holdings in CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares during the last quarter. Finally, Parkside Financial Bank & Trust boosted its holdings in CoreWeave by 26.3% in the 4th quarter. Parkside Financial Bank & Trust now owns 600 shares of the company’s stock valued at $43,000 after purchasing an additional 125 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.