CoreWeave (NASDAQ:CRWV) Coverage Initiated at Oppenheimer

Investment analysts at Oppenheimer initiated coverage on shares of CoreWeave (NASDAQ:CRWV) in a research report issued on Friday. The firm set an “outperform” rating and a $140.00 price target on the stock. Oppenheimer’s price target would indicate a potential upside of 92.23% from the company’s current price.

Other equities research analysts have also recently issued reports about the stock. Citigroup decreased their target price on shares of CoreWeave from $135.00 to $126.00 and set a “buy” rating on the stock in a research report on Wednesday. Mizuho dropped their price objective on CoreWeave from $100.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, February 27th. DA Davidson lifted their target price on CoreWeave from $110.00 to $125.00 and gave the company a “buy” rating in a report on Friday, February 27th. HC Wainwright restated a “buy” rating and set a $180.00 price target on shares of CoreWeave in a research note on Monday. Finally, Evercore decreased their target price on CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, November 11th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, CoreWeave presently has an average rating of “Moderate Buy” and an average price target of $122.35.

CoreWeave Stock Performance

NASDAQ:CRWV opened at $72.83 on Friday. The company has a current ratio of 0.46, a quick ratio of 0.49 and a debt-to-equity ratio of 4.46. The company has a market capitalization of $30.52 billion and a P/E ratio of -22.76. The firm has a 50-day moving average price of $88.54 and a two-hundred day moving average price of $98.84. CoreWeave has a twelve month low of $33.51 and a twelve month 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 had a negative net margin of 22.75% and a negative return on equity of 33.82%. The company’s quarterly revenue was up 110.4% compared to the same quarter last year.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, insider Kristen J. Mcveety sold 2,671 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $97.92, for a total transaction of $261,544.32. Following the completion of the sale, the insider owned 120,079 shares in the company, valued at $11,758,135.68. The trade was a 2.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Jeff Baker sold 2,374 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $90.83, for a total transaction of $215,630.42. Following the sale, the insider directly owned 41,275 shares of the company’s stock, valued at approximately $3,749,008.25. This represents a 5.44% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 4,340,085 shares of company stock worth $373,147,282.

Institutional Investors Weigh In On CoreWeave

A number of hedge funds and other institutional investors have recently modified their holdings of CRWV. Cornerstone Planning Group LLC grew its holdings in shares of CoreWeave by 272.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock valued at $25,000 after acquiring an additional 251 shares in the last quarter. Family Legacy Financial Solutions LLC grew its stake in CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares in the last quarter. HighMark Wealth Management LLC acquired a new position in CoreWeave in the 3rd quarter worth about $27,000. OLD Second National Bank of Aurora purchased a new stake in shares of CoreWeave during the 3rd quarter worth about $27,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in shares of CoreWeave during the 3rd quarter worth about $27,000.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Multi‑year partnership with Perplexity to power AI inference workloads reinforces CoreWeave’s position in the high‑margin, high‑frequency inference market and supports the company’s large contracted backlog. CoreWeave Just Landed a Deal That Signals Where AI Is Headed
• Positive Sentiment: Analyst and industry writeups highlight the Perplexity deal’s revenue and strategic implications for inference demand, which could help re-rate long‑term multiples if capacity converts to revenue. Will Perplexity’s AI Workloads Accelerate CRWV’s Next Leg of Expansion?
• Neutral Sentiment: Comparative coverage (Palantir vs. CoreWeave) and conference presentations provide context on competitive positioning but don’t change near‑term cash burn or guidance. Palantir vs CoreWeave: Which is the Better Buy?
• Negative Sentiment: Multiple class‑action filings and law‑firm notices allege securities law violations tied to Q4 results and infrastructure delays; these increase legal risk and can prolong stock pressure. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave
• Negative Sentiment: Analyst coverage has turned cautious: Sanford C. Bernstein/other shops have pushed underperform/strong‑sell views and low $56ish targets, weighing on sentiment. Bernstein Coverage (summary)
• Negative Sentiment: Weak Q4 metrics, a large reported loss and “capex shock” concerns (high 2026 capex guidance) have spooked investors by spotlighting cash burn and execution risks. CoreWeave’s CapEx Shock Spooks The Market
• Negative Sentiment: Insider selling: CFO Nitin Agrawal disclosed a sale of shares, which investors often view negatively in the current context of weak results and legal headlines. SEC Form 4 disclosure
• Negative Sentiment: High‑profile media and commentators (e.g., Jim Cramer) preferring NVIDIA over CoreWeave reinforces rotation into larger, more profitable AI names. Jim Cramer on CoreWeave

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.