Sanford C. Bernstein Upgrades CoreWeave (NASDAQ:CRWV) to “Strong Sell”

CoreWeave (NASDAQ:CRWV) was upgraded by equities researchers at Sanford C. Bernstein to a “strong sell” rating in a research note issued on Wednesday,Zacks.com reports.

Other equities analysts also recently issued research reports about the stock. Stifel Nicolaus set a $120.00 price objective on shares of CoreWeave in a research note on Tuesday, November 11th. Roth Mkm reissued a “buy” rating on shares of CoreWeave in a report on Monday, February 23rd. Deutsche Bank Aktiengesellschaft raised CoreWeave from a “hold” rating to a “buy” rating and upped their target price for the company from $100.00 to $140.00 in a research report on Tuesday, January 27th. Morgan Stanley lifted their price target on CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $122.35.

CoreWeave Stock Up 1.4%

CoreWeave stock traded up $1.02 during mid-day trading on Wednesday, hitting $75.84. The company had a trading volume of 9,486,407 shares, compared to its average volume of 27,195,080. The company has a quick ratio of 0.49, a current ratio of 0.46 and a debt-to-equity ratio of 4.46. CoreWeave has a 1 year low of $33.51 and a 1 year high of $187.00. The business has a fifty day moving average of $88.54 and a 200 day moving average of $98.84. The stock has a market cap of $31.78 billion and a price-to-earnings ratio of -23.70.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The company had revenue of $1.57 billion during the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The firm’s revenue was up 110.4% on a year-over-year basis.

Insider Activity at CoreWeave

In other CoreWeave news, insider Brian M. Venturo sold 281,250 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $87.75, for a total transaction of $24,679,687.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Brannin Mcbee sold 102,835 shares of CoreWeave stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $73.57, for a total value of $7,565,570.95. Following the completion of the transaction, the insider owned 185,181 shares in the company, valued at $13,623,766.17. This trade represents a 35.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,340,085 shares of company stock worth $373,147,282 in the last quarter.

Hedge Funds Weigh In On CoreWeave

A number of hedge funds and other institutional investors have recently bought and sold shares of CRWV. Cornerstone Planning Group LLC lifted its stake in shares of CoreWeave by 272.8% in the 4th quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after acquiring an additional 251 shares during the period. Family Legacy Financial Solutions LLC increased its stake 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 acquiring an additional 125 shares during the period. HighMark Wealth Management LLC purchased a new position in CoreWeave during the third quarter worth about $27,000. OLD Second National Bank of Aurora purchased a new position in CoreWeave during the third quarter worth about $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in CoreWeave in the third quarter valued at about $27,000.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Signed a multi‑year deal to power Perplexity’s AI inference workloads — underscores CoreWeave’s position in high‑margin, high‑frequency inference services versus generalist cloud providers; supports long‑term revenue visibility. CoreWeave Just Landed a Deal That Signals Where AI Is Headed
• Positive Sentiment: Backlog surged to $66.8 billion (up >4x YoY) — contractually backed demand gives visibility for the aggressive build‑out and supports management’s revenue ramp projections. CoreWeave’s $66.8B Backlog Boosts Long-Term Growth Outlook
• Positive Sentiment: Oppenheimer initiated coverage with an “Outperform” and $140 PT — signal of analyst confidence in long‑term opportunity (large upside vs current levels). AI Giant CoreWeave Popular Among Analysts This Week
• Neutral Sentiment: Mixed analyst responses: Citigroup trimmed its PT but kept a Buy, Barclays/H.C. Wainwright reiterated coverage — shows divergence in Street views on valuation vs growth/capex. Barclays Remain a Buy on CoreWeave (CRWV)
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm deadline notices filed/issued — increased litigation risk, potential distraction and future legal costs that typically pressure stock sentiment. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave
• Negative Sentiment: Financial pain & capex concerns: reports and plaintiff‑firm notices highlight a large Q4 loss (~$452M), soft guidance and what some call a “capex shock” tied to a $30–$35B 2026 build plan — raises near‑term profitability and cash‑flow risk. Hagens Berman: CRWV $452M Q4 Loss and Soft Guidance CoreWeave’s CapEx Shock Spooks The Market
• Negative Sentiment: Negative analyst actions and insider activity: Sanford C. Bernstein/other shops issued underperform/strong‑sell views and the CFO sold shares recently — these amplify downside sentiment even as other firms remain constructive. Sanford C. Bernstein Coverage/Comment SEC Form 4: CFO Sale

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.