Truist Financial Issues Positive Forecast for CoreWeave (NASDAQ:CRWV) Stock Price

CoreWeave (NASDAQ:CRWV) had its target price raised by equities researchers at Truist Financial from $84.00 to $85.00 in a research note issued on Friday,Benzinga reports. The firm currently has a “hold” rating on the stock. Truist Financial’s price target points to a potential upside of 8.47% from the stock’s current price.

Other equities analysts have also issued research reports about the company. Barclays lowered their price objective on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Monday, January 12th. Citigroup restated a “buy” rating and set a $135.00 target price (down from $192.00) on shares of CoreWeave in a research report on Friday, December 19th. Morgan Stanley lifted their price target on shares of CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $110.00 price target on shares of CoreWeave in a research report on Tuesday, November 11th. Finally, Wells Fargo & Company lowered their price target on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Seventeen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $124.34.

CoreWeave Price Performance

Shares of CRWV traded down $19.27 on Friday, hitting $78.36. The company’s stock had a trading volume of 41,194,934 shares, compared to its average volume of 27,233,547. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49. The company has a market capitalization of $30.28 billion and a PE ratio of -54.04. The company has a 50 day moving average price of $88.95 and a 200 day moving average price of $100.37. CoreWeave has a fifty-two week low of $33.51 and a fifty-two week high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data 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’s revenue for the quarter was up 110.4% on a year-over-year basis.

Insider Buying and Selling

In other news, insider Kristen J. Mcveety sold 1,677 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $90.83, for a total transaction of $152,321.91. Following the transaction, the insider directly owned 122,750 shares of the company’s stock, valued at $11,149,382.50. This represents a 1.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Brian M. Venturo sold 281,250 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $94.57, for a total transaction of $26,597,812.50. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 4,565,769 shares of company stock worth $388,715,556 in the last three months.

Institutional Investors Weigh In On CoreWeave

Several institutional investors and hedge funds have recently made changes to their positions in CRWV. Sivia Capital Partners LLC purchased a new position in CoreWeave during the 2nd quarter worth $39,824,000. Envestnet Asset Management Inc. purchased a new position in CoreWeave in the second quarter valued at about $1,729,000. Bessemer Group Inc. acquired a new position in shares of CoreWeave in the second quarter worth about $1,226,000. Y Intercept Hong Kong Ltd bought a new stake in CoreWeave in the second quarter valued at about $2,026,000. Finally, Flagship Harbor Advisors LLC acquired a new stake in CoreWeave in the second quarter worth $424,000.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Q4 revenue beat and huge backlog: CoreWeave reported roughly $1.57B in Q4 revenue, topping estimates, and said backlog surged to about $67B — evidence of strong AI-driven demand for GPU capacity. CoreWeave beats fourth-quarter revenue estimates
• Positive Sentiment: Analysts still constructive on medium/long term: Several firms reaffirmed or raised targets (DA Davidson raised to $125, Cantor Fitzgerald kept overweight with $131, Citizens JMP $180), signaling conviction that growth and backlog justify higher valuations despite near-term pain. Benzinga analyst coverage summary
• Neutral Sentiment: Revenue guidance upsides but mixed implications: Management issued FY and Q1 revenue targets materially above consensus (company guiding to a much larger revenue range), which supports the growth story but also underpins the need for accelerated buildout and funding. CoreWeave earnings materials
• Neutral Sentiment: CEO defends spending strategy: Management says capex acceleration is intentional to meet demand and that the buildout should drive future margin improvement, a message that may reassure growth‑focused holders but worry income/margin‑focused investors. CoreWeave CEO defends spending plans
• Negative Sentiment: Wider-than-expected loss and EPS miss: Adjusted EPS missed consensus and net losses widened, pressuring sentiment as investors weigh when the company will convert revenue growth into profits. CoreWeave Q4 results summary
• Negative Sentiment: Capex doubling sparks margin and leverage concerns: Company plans a much higher capital‑spend run‑rate this year, prompting investor worries about margin pressure, cash burn and the effectiveness of the large spending program. Capex and margin concerns
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm notices: Several firms filed or circulated notices of class actions alleging disclosure failures about infrastructure risks and capacity constraints; legal overhang increases uncertainty and can pressure the share price. Holzer & Holzer class action notice
• Negative Sentiment: Rising debt, dilution and interest expense: Commentary and coverage highlight a tripling of debt, meaningful share dilution and higher interest costs — all of which magnify execution risk while the company scales. Barron’s on debt and margins

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.