CoreWeave (NASDAQ:CRWV) Stock Price Down 9.5% Following Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) fell 9.5% during trading on Thursday after an insider sold shares in the company. The company traded as low as $74.00 and last traded at $74.65. 23,010,288 shares were traded during trading, a decline of 20% from the average session volume of 28,893,949 shares. The stock had previously closed at $82.46.

Specifically, insider Brannin Mcbee sold 28,500 shares of CoreWeave stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $90.44, for a total transaction of $2,577,540.00. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Brannin Mcbee sold 102,830 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $90.43, for a total value of $9,298,916.90. Following the completion of the sale, the insider directly owned 248,664 shares of the company’s stock, valued at $22,486,685.52. The trade was a 29.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In other CoreWeave news, insider Brannin Mcbee sold 35,335 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $90.43, for a total transaction of $3,195,344.05. The sale was disclosed in a filing with the SEC, which is available through this hyperlink.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft raised shares of CoreWeave from a “hold” rating to a “buy” rating and boosted their price objective for the company from $100.00 to $140.00 in a research note on Tuesday, January 27th. Compass Point assumed coverage on shares of CoreWeave in a research note on Thursday, November 13th. They issued a “buy” rating and a $150.00 target price for the company. Melius Research set a $140.00 price target on CoreWeave in a report on Tuesday, November 11th. Weiss Ratings restated a “sell (d-)” rating on shares of CoreWeave in a report on Monday, December 29th. Finally, DA Davidson raised CoreWeave from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $68.00 to $110.00 in a research report on Monday, January 26th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, CoreWeave currently has an average rating of “Moderate Buy” and a consensus target price of $127.27.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia confirmed a roughly US$2.0B backing of CoreWeave, reinforcing strategic customer/capital support for CoreWeave’s AI-infrastructure growth and giving investors a fundamental positive counterpoint to recent volatility. Nvidia Backs CoreWeave With US$2b
• Positive Sentiment: At least one bullish deep-dive (Seeking Alpha) argues the post‑earnings selloff over a minor guidance change created an attractive risk/reward given CoreWeave’s backlog, partnerships (including Nvidia, Meta, OpenAI) and unit economics — a narrative that can support longer‑term buying interest. CoreWeave: Deep P/S Discount Despite Nvidia’s Backing
• Neutral Sentiment: Short-interest reporting for early February shows odd/zero figures and an effectively 0.0 days-to-cover metric — the dataset appears unreliable now and is unlikely to explain large price moves by itself. Market participants may treat these figures cautiously. Short Interest / market data note
• Negative Sentiment: A concentrated wave of class‑action notices from multiple plaintiff firms (filed or announced this morning and yesterday) alleges securities‑law violations tied to CoreWeave’s disclosures for the March–Dec 2025 period; firms are urging investors to file lead‑plaintiff motions before a March 13, 2026 deadline. The breadth and speed of filings increases headline risk, potential legal costs, and investor uncertainty. Class action notice (Bronstein, Gewirtz & Grossman)
• Negative Sentiment: Several plaintiff firms (Hagens Berman, BFA, Kessler Topaz, Levi & Korsinsky, etc.) have added allegations or investigative claims citing alleged data‑center delays and concealed infrastructure risks — these specific operational allegations raise the prospect of damages claims tied to CoreWeave’s growth/scale statements. Hagens Berman investor alert
• Negative Sentiment: Insider selling: filings show significant stock sales by insider Brannin McBee (large blocks sold at ~\$90.4), which the market often interprets as a negative signal on near‑term insider conviction even if sales are for diversification/liquidity. That selling likely added to downward pressure. SEC Form 4 (insider sales)

CoreWeave Trading Down 9.5%

The business has a 50 day simple moving average of $84.17 and a two-hundred day simple moving average of $102.73. The stock has a market cap of $28.84 billion and a price-to-earnings ratio of -51.48. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data on Monday, November 10th. The company reported ($0.22) EPS for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The business had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. The business’s revenue for the quarter was up 133.7% compared to the same quarter last year. During the same period in the prior year, the firm earned ($1.82) EPS.

Institutional Trading of CoreWeave

Several hedge funds have recently added to or reduced their stakes in CRWV. Vanguard Group Inc. raised its stake in shares of 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 purchasing an additional 20,487,478 shares in the last quarter. Proficio Capital Partners LLC lifted its stake in shares of CoreWeave by 446,194.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after acquiring an additional 17,847,760 shares during the period. Invesco Ltd. boosted its holdings in shares of CoreWeave by 55,329.7% in the third quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after acquiring an additional 2,993,889 shares in the last quarter. Clear Street Group Inc. acquired a new position in shares of CoreWeave during the third quarter valued at approximately $405,199,000. Finally, Lavaca Capital LLC bought a new stake in CoreWeave during the third quarter worth approximately $273,700,000.

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.