Wells Fargo & Company Cuts CoreWeave (NASDAQ:CRWV) Price Target to $125.00

CoreWeave (NASDAQ:CRWV) had its price objective lowered by Wells Fargo & Company from $150.00 to $125.00 in a research note published on Thursday morning, MarketBeat.com reports. The firm currently has an overweight rating on the stock.

A number of other equities research analysts also recently issued reports on CRWV. Macquarie lowered their price target on CoreWeave from $140.00 to $115.00 and set a “neutral” rating for the company in a research report on Tuesday, November 11th. Citigroup reiterated a “buy” rating and set a $135.00 target price (down previously from $192.00) on shares of CoreWeave in a report on Friday, December 19th. Evercore ISI cut their price target on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a report on Tuesday, November 11th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $174.00 price target on shares of CoreWeave in a research report on Wednesday, November 5th. Finally, Citizens Jmp raised CoreWeave from a “market perform” rating to an “outperform” rating and set a $180.00 target price for the company in a research report on Tuesday, September 16th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $125.39.

CoreWeave Price Performance

CoreWeave stock opened at $80.14 on Thursday. CoreWeave has a 1 year low of $33.51 and a 1 year high of $187.00. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49. The firm has a 50 day moving average price of $81.79 and a 200 day moving average price of $109.53. The company has a market cap of $30.97 billion and a price-to-earnings ratio of -55.27.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings results on Monday, November 10th. The company reported ($0.22) earnings per share 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 analysts’ expectations of $1.28 billion. During the same period in the prior year, the business earned ($1.82) EPS. The business’s revenue for the quarter was up 133.7% on a year-over-year basis.

Insider Buying and Selling

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 1,004,073 shares of the stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $143.51, for a total transaction of $144,094,516.23. Following the sale, the insider directly owned 2,246,787 shares of the company’s stock, valued at approximately $322,436,402.37. This represents a 30.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold a total of 11,668,646 shares of company stock valued at $1,432,924,483 over the last three months.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Nvidia Corp boosted its position in CoreWeave by 0.4% during the 2nd quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after acquiring an additional 95,113 shares during the period. Proficio Capital Partners LLC grew its position in CoreWeave by 446,194.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock valued at $2,443,013,000 after buying an additional 17,847,760 shares in the last quarter. Vanguard Group Inc. lifted its position in CoreWeave by 109.7% in the third quarter. Vanguard Group Inc. now owns 7,433,501 shares of the company’s stock worth $1,017,275,000 after purchasing an additional 3,888,164 shares during the period. Invesco Ltd. boosted its stake in CoreWeave by 55,329.7% during the 3rd quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after purchasing an additional 2,993,889 shares in the last quarter. Finally, Clear Street Group Inc. bought a new position in CoreWeave during the 3rd quarter valued at $405,199,000.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: DA Davidson upgraded CRWV to “Neutral” (from Underperform), citing OpenAI fundraising as a potential short‑term demand catalyst for GPU capacity — a near‑term positive for revenue visibility. DA Davidson upgrade
• Positive Sentiment: Recent quarterly results showed a revenue beat and much faster year‑over‑year top‑line growth (revenue +133.7% YoY and EPS ahead of estimates), supporting the growth narrative that attracts investors to GPU cloud providers. Earnings summary
• Neutral Sentiment: Wells Fargo lowered its price target from $150 to $125 but kept an Overweight rating — a mixed analyst view that reduces upside expectations while maintaining conviction in the thesis. Wells Fargo note
• Neutral Sentiment: Other brokers have shifted toward cautious/hold stances or initiated coverage at neutral/hold levels — sentiment is moving from aggressive growth euphoria toward more measured expectations. Analyst coverage shift
• Negative Sentiment: Significant insider selling in early January: CEO Michael Intrator (~61,386 shares), Brian Venturo (~206,952 shares across Jan 6–7), and Brannin McBee (~166,670 shares) together sold ~435k shares (~$34M). Heavy insider sales can be interpreted by the market as a negative signal on near‑term conviction. SEC Form 4 filings
• Negative Sentiment: Multiple law firms (Kessler Topaz, Pomerantz, Kaplan Fox, Schall) have opened securities‑class‑action investigations into CoreWeave, increasing litigation and disclosure risk which can pressure the stock and add potential future costs. Kessler Topaz alert
• Negative Sentiment: Fundamental concerns: a Seeking Alpha piece highlights that CoreWeave’s strong backlog may be offset by high leverage and balance‑sheet risks — a reminder that fast growth carries financing and margin pressures. Seeking Alpha analysis

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.