CoreWeave (NASDAQ:CRWV) Upgraded at DA Davidson

DA Davidson upgraded shares of CoreWeave (NASDAQ:CRWV) from a neutral rating to a buy rating in a research note published on Monday, MarketBeat.com reports. DA Davidson currently has $110.00 price target on the stock, up from their prior price target of $68.00.

Other equities analysts also recently issued reports about the stock. Cantor Fitzgerald reiterated an “overweight” rating and issued a $174.00 target price on shares of CoreWeave in a report on Wednesday, November 5th. Loop Capital lowered their price target on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. Stifel Nicolaus set a $120.00 price objective on shares of CoreWeave in a research report on Tuesday, November 11th. Mizuho set a $92.00 target price on shares of CoreWeave in a research report on Tuesday, December 16th. Finally, Melius Research set a $140.00 target price on shares of CoreWeave in a research note on Tuesday, November 11th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $127.27.

CoreWeave Stock Performance

Shares of NASDAQ:CRWV opened at $106.02 on Monday. The firm has a 50 day moving average of $82.28 and a 200 day moving average of $104.25. 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 has a market capitalization of $40.97 billion and a price-to-earnings ratio of -73.12. CoreWeave has a 52 week low of $33.51 and a 52 week high of $187.00.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings results on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.36) by $0.14. The company had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.28 billion. The company’s revenue was up 133.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($1.82) earnings per share.

Insider Buying and Selling

In other CoreWeave news, CEO Michael N. Intrator sold 32,455 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $89.39, for a total transaction of $2,901,152.45. Following the sale, the chief executive officer owned 5,828,779 shares of the company’s stock, valued at approximately $521,034,554.81. The trade was a 0.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $91.77, for a total transaction of $25,810,312.50. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 4,621,288 shares of company stock worth $412,332,058 in the last three months.

Hedge Funds Weigh In On CoreWeave

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Chelsea Counsel Co. acquired a new position in shares of CoreWeave in the second quarter valued at about $33,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of CoreWeave by 166.7% during the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares during the period. HighMark Wealth Management LLC purchased a new stake in CoreWeave in the third quarter valued at approximately $27,000. OLD Second National Bank of Aurora acquired a new position in CoreWeave in the 3rd quarter worth approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in CoreWeave during the 3rd quarter worth approximately $27,000.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA strategic backing — Nvidia committed $2 billion to accelerate CoreWeave’s AI data‑center buildout, a headline catalyst that validates demand for CoreWeave’s GPU infrastructure and fueled the recent multi‑day rally. Read More.
• Positive Sentiment: Analyst upgrade and higher price target — Deutsche Bank upgraded CRWV to Buy and raised its price target to $140, citing the Nvidia deal and 2026 setup; that upgrade supported further upside for the stock. Read More.
• Neutral Sentiment: Mixed analyst posture — several firms (Macquarie, Needham, others) reiterated Neutral/ Hold ratings or left guidance unchanged even after the Nvidia news, underscoring divergent views on whether the investment reduces execution risk or simply delays funding stress. Read More.
• Neutral Sentiment: “De‑risking” analysis — research pieces argue Nvidia’s investment improves CoreWeave’s probability of delivering planned capacity (better execution odds) but note the company still faces large capex and operational execution milestones. This is material but not a guaranteed upside. Read More.
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm notices — several firms have filed suits or issued notices alleging disclosure issues tied to deployment delays and guidance, increasing legal and reputational risk and likely weighing on the stock near term. Read More.
• Negative Sentiment: Large insider selling — director/executive Brannin McBee disclosed multiple sales on Jan. 26 totaling roughly 166,665 shares at ~\$101.45 apiece (aggregate ≈ mid‑teens of millions USD) and a sizable reduction in his holding; this intensified selling pressure and investor concern about insider conviction. Read More.

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.