CoreWeave (NASDAQ:CRWV) Stock Price Up 10.7% Following Analyst Upgrade

CoreWeave Inc. (NASDAQ:CRWV)’s stock price rose 10.7% during mid-day trading on Tuesday after Deutsche Bank Aktiengesellschaft upgraded the stock from a hold rating to a buy rating. Deutsche Bank Aktiengesellschaft now has a $140.00 price target on the stock, up from their previous price target of $100.00. CoreWeave traded as high as $111.79 and last traded at $108.86. Approximately 47,968,940 shares traded hands during mid-day trading, an increase of 61% from the average daily volume of 29,756,709 shares. The stock had previously closed at $98.31.

Other research analysts also recently issued research reports about the stock. Evercore ISI cut their target price on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 11th. Compass Point initiated coverage on shares of CoreWeave in a research note on Thursday, November 13th. They issued a “buy” rating and a $150.00 price objective for the company. Bank of America lowered their target price on CoreWeave from $168.00 to $140.00 and set a “neutral” rating for the company in a report on Tuesday, November 11th. DA Davidson raised CoreWeave from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $68.00 to $110.00 in a research report on Monday. Finally, Roth Mkm started coverage on CoreWeave in a research report on Thursday, December 4th. They set a “buy” rating and a $110.00 price objective on the stock. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $127.27.

Insiders Place Their Bets

In other CoreWeave news, insider Brannin Mcbee sold 35,335 shares of the firm’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total value of $3,367,072.15. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Michael N. Intrator sold 32,455 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $89.39, for a total value of $2,901,152.45. Following the completion of the transaction, the chief executive officer directly owned 5,828,779 shares in the company, valued at approximately $521,034,554.81. The trade was a 0.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 6,220,566 shares of company stock valued at $638,961,553.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia’s $2B equity investment and expanded AI-infrastructure partnership — validates CoreWeave’s role in AI data centers, provides capital to accelerate multi‑GW buildout (reports cite plans to add 5+ GW and long‑term capex ambitions). Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Market analysis signals the AI growth story is still early for CoreWeave — Nvidia’s move seen as a vote of confidence vs. the company’s current installed capacity (Q3: ~590 MW connected) and suggests much larger scaling ahead (targets up to ~7.9 GW by 2030 in some commentary). CoreWeave: Nvidia Signals AI Story Is Still Early
• Positive Sentiment: DA Davidson upgraded CRWV to a buy and raised its target, citing strengthening compute demand — supporting analyst momentum after the Nvidia announcement. DA Davidson upgrades CoreWeave (CRWV)
• Neutral Sentiment: Some coverage frames Nvidia’s investment as also serving Nvidia’s own capacity and product rollout needs (debate whether the capital primarily benefits CoreWeave or Nvidia’s ecosystem), which could temper upside if interpreted conservatively. Is Nvidia Investing In CoreWeave, Or Its Own Next Quarter?
• Negative Sentiment: Multiple securities‑class‑action filings and plaintiff‑firm notices were announced (claims cover March 28–Dec 15, 2025); these increase legal overhang, potential costs, and distraction for management. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc. and Certain Officers – CRWV
• Negative Sentiment: Reported insider selling (large block disclosed) adds near‑term selling pressure and raises governance/insider‑timing questions for some investors. Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells $25,810,312.50 in Stock

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Costello Asset Management INC increased its stake in CoreWeave by 33.3% during the 2nd quarter. Costello Asset Management INC now owns 400 shares of the company’s stock worth $65,000 after buying an additional 100 shares in the last quarter. Chilton Capital Management LLC boosted its position in shares of CoreWeave by 50.2% during the 3rd quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock valued at $50,000 after acquiring an additional 121 shares during the last quarter. Family Legacy Financial Solutions LLC grew its holdings in shares of CoreWeave by 166.7% in the third 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 period. CoreCap Advisors LLC increased its position in CoreWeave by 29.6% during the third quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock worth $88,000 after purchasing an additional 147 shares during the last quarter. Finally, Pittenger & Anderson Inc. raised its stake in CoreWeave by 36.0% during the third quarter. Pittenger & Anderson Inc. now owns 680 shares of the company’s stock worth $93,000 after purchasing an additional 180 shares during the period.

CoreWeave Stock Up 10.7%

The firm’s fifty day simple moving average is $80.98 and its two-hundred day simple moving average is $104.36. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66. The company has a market capitalization of $42.06 billion and a price-to-earnings ratio of -75.08.

CoreWeave (NASDAQ:CRWV) last posted its earnings results on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.36) by $0.14. The firm had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period in the previous year, the company posted ($1.82) EPS. CoreWeave’s revenue was up 133.7% on a year-over-year basis.

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.