CoreWeave (NASDAQ:CRWV) Shares Up 6.8% – Should You Buy?

CoreWeave Inc. (NASDAQ:CRWV)’s share price shot up 6.8% during mid-day trading on Friday . The company traded as high as $102.98 and last traded at $101.43. 34,452,836 shares changed hands during trading, an increase of 22% from the average session volume of 28,308,549 shares. The stock had previously closed at $95.01.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Sector tailwinds and analyst momentum — strong AI demand (sparked by TSMC’s blowout quarter) is lifting GPU‑infrastructure names including CoreWeave, helping buyers chase reopening momentum. Benzinga: TSMC blowout
• Positive Sentiment: Re‑rating stories on beaten‑down AI names — early‑2026 writeups highlight CoreWeave as a high‑growth AI/cloud play that has already delivered outsized moves, attracting momentum buyers and longer‑term bulls. Zacks: 3 beaten-down AI stocks
• Positive Sentiment: Management defense & investor PR — CEO Michael Intrator’s public pushback on criticisms has helped calm some sellers and restore short‑term confidence among retail and quant buyers. Yahoo Finance: CEO pushes back
• Neutral Sentiment: Industry positioning review — MarketBeat ranks CoreWeave among the top GPU‑as‑a‑service names but notes it’s relatively more dependent on third‑party data centers during its build‑out, a mixed operational signal until capacity is owned/secured. MarketBeat: 5 best GPU-as-a-Service
• Neutral Sentiment: Partnerships/supporting demand — coverage noting Galaxy Digital and other hyperscaler links underscores structural demand for CoreWeave’s capacity, but revenue timing depends on data‑center delivery. MarketBeat: Galaxy Digital piece
• Negative Sentiment: Major securities class actions — multiple firms (Hagens Berman and others) have filed or announced investigations alleging misleading statements about Denton (TX) data‑center timing/capacity; litigation risk is the primary driver of the recent selloff and higher volatility. BusinessWire: Hagens Berman
• Negative Sentiment: Widespread law‑firm notices increase legal/distraction risk — multiple plaintiff firms are soliciting lead‑plaintiff roles, raising the chance of costly settlements or prolonged litigation. BusinessWire: Glancy notice
• Negative Sentiment: Insider selling and balance‑sheet concerns — heavy insider dispositions and analyst notes flagging higher 2026 capex, debt and leverage add pressure on sentiment and heighten execution risk if demand or timing slips. InsiderTrades: insider sales Zacks: capex risk

Analyst Upgrades and Downgrades

CRWV has been the topic of a number of analyst reports. Melius Research set a $140.00 price objective on CoreWeave in a report on Tuesday, November 11th. Roth Capital assumed coverage on CoreWeave in a report on Thursday, December 4th. They issued a “buy” rating and a $110.00 price target for the company. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $174.00 price objective on shares of CoreWeave in a report on Wednesday, November 5th. Barclays cut their price objective on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Finally, DA Davidson set a $68.00 target price on shares of CoreWeave and gave the stock a “neutral” rating in a research report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $123.81.

CoreWeave Stock Performance

The firm has a fifty day moving average of $79.72 and a 200-day moving average of $107.20. 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 stock has a market capitalization of $39.19 billion and a price-to-earnings ratio of -69.95.

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

Insider Buying and Selling at CoreWeave

In other news, CEO Michael N. Intrator sold 32,455 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $89.39, for a total value of $2,901,152.45. Following the sale, the chief executive officer directly owned 5,828,779 shares in the company, valued at $521,034,554.81. This represents a 0.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Brannin Mcbee sold 26,000 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $88.77, for a total transaction of $2,308,020.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 7,884,486 shares of company stock valued at $886,347,824 over the last quarter.

Hedge Funds Weigh In On CoreWeave

Institutional investors have recently made changes to their positions in the stock. Goldman Sachs Group Inc. purchased a new stake in shares of CoreWeave in the first quarter valued at $963,000. Sivia Capital Partners LLC acquired a new position in CoreWeave in the 2nd quarter valued at about $39,824,000. SeaCrest Wealth Management LLC purchased a new position in CoreWeave in the 2nd quarter valued at about $848,000. Farther Finance Advisors LLC purchased a new position in CoreWeave in the 2nd quarter valued at about $90,000. Finally, Vanguard Capital Wealth Advisors acquired a new stake in shares of CoreWeave during the 2nd quarter worth about $351,000.

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.