CoreWeave (NASDAQ:CRWV) Trading 7.6% Higher – Here’s What Happened

CoreWeave Inc. (NASDAQ:CRWV)’s stock price shot up 7.6% during trading on Monday . The stock traded as high as $97.94 and last traded at $96.79. 24,104,225 shares were traded during trading, a decline of 17% from the average session volume of 28,943,490 shares. The stock had previously closed at $89.95.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: MarketBeat highlights CoreWeave’s rapid revenue growth, NVIDIA’s multi‑billion dollar backing and recent analyst upgrades — factors that support bullish investor sentiment ahead of Q4/2025 earnings. Ahead of Q4 Earnings, CoreWeave Is up 142% Over the Past Year
• Neutral Sentiment: Coverage noting high‑profile investors (Cathie Wood story) may be drawing attention to beaten‑down AI/cloud names and prompting tactical buying or interest in CRWV, though the article doesn’t definitively state ARK bought CoreWeave. Cathie Wood Goes AI Bargain Hunting
• Negative Sentiment: Multiple law firms have filed or are soliciting lead plaintiffs in securities‑fraud class actions alleging CoreWeave misled investors about infrastructure scaling and data‑center delays; lead‑plaintiff deadlines (March 13, 2026) and repeated solicitations heighten litigation risk and potential liability. CoreWeave, Inc. (CRWV) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit Bronstein, Gewirtz & Grossman LLC Urges CoreWeave, Inc. Investors to Act Hagens Berman Investigating Claims Against CoreWeave, Inc.
• Negative Sentiment: Significant insider selling was reported (approx. $23.9M), which can be read negatively by the market and increase short‑term volatility. Insider Selling: CoreWeave Insider Sells $23,906,250.00 in Stock
• Negative Sentiment: Prior “fraud alert” headlines tying infrastructure delays to a ~16% drop in the stock have already raised scrutiny; continued media and legal attention could pressure sentiment even as fundamentals draw buyers. FRAUD ALERT: CoreWeave, Inc. Hit with Securities Fraud Allegations

Analyst Upgrades and Downgrades

CRWV has been the topic of several research reports. Melius Research set a $140.00 price objective on CoreWeave in a report on Tuesday, November 11th. Loop Capital decreased their target price on CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. Deutsche Bank Aktiengesellschaft raised CoreWeave from a “hold” rating to a “buy” rating and lifted their price target for the stock from $100.00 to $140.00 in a research report on Tuesday, January 27th. DA Davidson raised CoreWeave from a “neutral” rating to a “buy” rating and increased their price objective for the company from $68.00 to $110.00 in a report on Monday, January 26th. Finally, Barclays cut their target price on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a report on Monday, January 12th. Eighteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $127.27.

CoreWeave Trading Up 7.6%

The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The company’s fifty day moving average price is $84.90 and its two-hundred day moving average price is $101.77.

CoreWeave (NASDAQ:CRWV) last posted its quarterly 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 analysts’ expectations of $1.28 billion. During the same period in the prior year, the company earned ($1.82) earnings per share. The company’s revenue for the quarter was up 133.7% on a year-over-year basis.

Insider Transactions at CoreWeave

In other CoreWeave news, insider Brian M. Venturo sold 281,250 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $87.57, for a total value of $24,629,062.50. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Brannin Mcbee sold 102,835 shares of the business’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $78.61, for a total transaction of $8,083,859.35. Following the sale, the insider owned 185,181 shares in the company, valued at $14,557,078.41. The trade was a 35.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 4,512,893 shares of company stock valued at $374,594,594.

Hedge Funds Weigh In On CoreWeave

Large investors have recently made changes to their positions in the stock. Renaissance Capital LLC boosted its position in shares of CoreWeave by 49.9% in the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock worth $6,454,000 after buying an additional 15,697 shares in the last quarter. Munro Partners increased its holdings in CoreWeave by 5,272.4% during the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after acquiring an additional 605,010 shares in the last quarter. AE Wealth Management LLC acquired a new position in CoreWeave during the third quarter worth about $4,241,000. Rockline Wealth Management LLC purchased a new stake in shares of CoreWeave in the second quarter valued at about $951,000. Finally, HWG Holdings LP acquired a new stake in shares of CoreWeave in the third quarter valued at approximately $1,863,000.

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.