CoreWeave’s (CRWV) “Neutral” Rating Reaffirmed at Macquarie

CoreWeave (NASDAQ:CRWV)‘s stock had its “neutral” rating reissued by stock analysts at Macquarie in a report released on Tuesday,Benzinga reports. They presently have a $115.00 target price on the stock. Macquarie’s target price would indicate a potential upside of 5.33% from the stock’s previous close.

Several other research firms have also recently commented on CRWV. Roth Mkm began coverage on shares of CoreWeave in a research note on Thursday, December 4th. They set a “buy” rating and a $110.00 target price for the company. Cantor Fitzgerald restated an “overweight” rating and issued a $174.00 target price on shares of CoreWeave in a research note on Wednesday, November 5th. Jefferies Financial Group decreased their price target on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. JPMorgan Chase & Co. restated a “neutral” rating and issued a $110.00 price objective on shares of CoreWeave in a research note on Tuesday, November 11th. Finally, Evercore ISI lowered their target price on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 11th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, CoreWeave has an average rating of “Moderate Buy” and a consensus price target of $127.27.

CoreWeave Stock Up 11.1%

NASDAQ:CRWV traded up $10.87 during trading hours on Tuesday, reaching $109.18. The company’s stock had a trading volume of 42,343,680 shares, compared to its average volume of 29,308,291. The company has a market cap of $42.19 billion and a price-to-earnings ratio of -75.30. The business’s 50-day moving average is $80.98 and its 200-day moving average is $104.36. CoreWeave has a one year low of $33.51 and a one year high of $187.00. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49.

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

Insider Transactions at CoreWeave

In other CoreWeave news, insider Brannin Mcbee sold 35,335 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total transaction of $3,367,072.15. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Michael N. Intrator sold 32,455 shares of the business’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $89.39, for a total transaction of $2,901,152.45. Following the completion of the transaction, the chief executive officer directly owned 5,828,779 shares of the company’s stock, valued at approximately $521,034,554.81. This represents 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 quarter, insiders have sold 6,220,566 shares of company stock worth $638,961,553.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Renaissance Capital LLC lifted its position in shares of CoreWeave by 49.9% during the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock valued at $6,454,000 after acquiring an additional 15,697 shares during the period. Munro Partners increased its stake in CoreWeave by 5,272.4% in the third quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after purchasing an additional 605,010 shares in the last quarter. Apexium Financial LP acquired a new position in shares of CoreWeave during the second quarter valued at about $1,044,000. Chung Wu Investment Group LLC bought a new position in shares of CoreWeave during the 2nd quarter worth about $755,000. Finally, HWG Holdings LP acquired a new stake in shares of CoreWeave in the 3rd quarter valued at about $1,863,000.

CoreWeave News Summary

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

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.