CoreWeave (NASDAQ:CRWV) Stock Price Down 2.6% Following Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) fell 2.6% during mid-day trading on Thursday following insider selling activity. The stock traded as low as $78.40 and last traded at $79.86. 15,879,248 shares changed hands during trading, a decline of 41% from the average session volume of 27,108,902 shares. The stock had previously closed at $81.96.

Specifically, insider Brannin Mcbee sold 181,245 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $72.61, for a total transaction of $13,160,199.45. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Brannin Mcbee sold 300,000 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $72.61, for a total transaction of $21,783,000.00. Following the transaction, the insider directly owned 248,664 shares of the company’s stock, valued at $18,055,493.04. The trade was a 54.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In related news, insider Brannin Mcbee sold 18,750 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $72.61, for a total value of $1,361,437.50. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on CRWV shares. Barclays lowered their price target on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a report on Monday, January 12th. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a research report on Friday, February 27th. Sanford C. Bernstein initiated coverage on CoreWeave in a report on Thursday, March 5th. They issued an “underperform” rating and a $56.00 target price on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Finally, Truist Financial upped their price target on shares of CoreWeave from $84.00 to $85.00 and gave the company a “hold” rating in a research report on Friday, February 27th. 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 data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $122.35.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Product launches and customer deals could support revenue growth — CoreWeave rolled out Flexible Capacity Plans (Flex Reservations and a new Spot option) to make AI cloud capacity more cost‑ and use‑flexible; the rollout and a related customer/deal cadence helped spark a strong rally earlier this week. CoreWeave Introduces Flexible Capacity Plans
• Neutral Sentiment: Market data on short interest appears inconsistent — recent short‑interest reports show anomalous 0/NaN values; treat those figures cautiously until exchanges/data vendors update the record. (No firm signal for directional trading.)
• Negative Sentiment: Multiple securities class actions and lead‑plaintiff solicitations are active with a March 13, 2026 deadline — several firms (Bronstein Gewirtz Grossman, Pomerantz, Kessler Topaz, Berger Montague, others) have filed or announced claims alleging misstatements/omissions about demand and the company’s ability to meet customer needs for the March–Dec 2025 period. Litigation risk raises potential for legal costs, distraction, and further share volatility. Bronstein Gewirtz Grossman Class Action Notice
• Negative Sentiment: Significant insider selling — Brannin McBee disclosed large sales (totaling several hundred thousand shares at roughly $72.61 each), a material reduction in ownership; such large insider exits often spook investors and can amplify downward pressure on the stock. Insider trade filing
• Negative Sentiment: Analyst/firm critiques highlight earnings, guidance and backlog concerns — Hagens Berman flagged a larger-than-expected Q4 loss and soft guidance, and independent analysis (Seeking Alpha) questions how CoreWeave’s stated backlog compares to realistic addressable market assumptions; both items increase downside risk if revenue/earnings execution disappoint. Hagens Berman analysis Seeking Alpha: backlog critique

CoreWeave Price Performance

The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 4.46. The stock has a market cap of $33.46 billion and a P/E ratio of -24.96. The firm has a 50 day moving average price of $88.69 and a 200 day moving average price of $98.40.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The company had revenue of $1.57 billion for the quarter. The firm’s quarterly revenue was up 110.4% compared to the same quarter last year.

Hedge Funds Weigh In On CoreWeave

Hedge funds have recently modified their holdings of the company. Cornerstone Planning Group LLC lifted its stake 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 buying an additional 251 shares in the last quarter. Family Legacy Financial Solutions LLC increased its stake in CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after buying an additional 125 shares in the last quarter. HighMark Wealth Management LLC bought a new stake in CoreWeave during the third quarter valued at about $27,000. OLD Second National Bank of Aurora bought a new stake in CoreWeave during the third quarter valued at about $27,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of CoreWeave in the third quarter valued at about $27,000.

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.