Insider Selling: CoreWeave (NASDAQ:CRWV) CEO Sells 200,000 Shares of Stock

CoreWeave Inc. (NASDAQ:CRWV) CEO Michael Intrator sold 200,000 shares of the firm’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $89.18, for a total value of $17,836,000.00. Following the sale, the chief executive officer directly owned 1,876,815 shares in the company, valued at approximately $167,374,361.70. This represents a 9.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

CoreWeave Stock Down 1.3%

Shares of CoreWeave stock traded down $1.44 on Thursday, hitting $106.29. The company had a trading volume of 50,462,481 shares, compared to its average volume of 28,849,217. The firm has a market capitalization of $47.57 billion, a P/E ratio of -29.12 and a beta of 7.44. CoreWeave Inc. has a twelve month low of $60.55 and a twelve month high of $153.20. The stock has a 50-day moving average of $90.43 and a 200-day moving average of $94.85. The company has a debt-to-equity ratio of 3.68, a current ratio of 0.31 and a quick ratio of 0.31.

CoreWeave (NASDAQ:CRWV) last announced its earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share for the quarter, topping analysts’ consensus estimates of ($1.52) by $0.38. The firm had revenue of $2.58 billion during the quarter. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 51.06%. CoreWeave’s revenue for the quarter was up 112.5% on a year-over-year basis. During the same period in the previous year, the company posted ($0.27) earnings per share. Research analysts predict that CoreWeave Inc. will post -4.95 earnings per share for the current year.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Strong Q2 results: Revenue more than doubled year over year to approximately $2.58 billion, exceeding expectations, while the adjusted loss per share was narrower than forecast. Management also raised its near-term outlook, with third-quarter revenue guidance of $3.5 billion to $3.6 billion above consensus. CoreWeave rallies on upbeat Q2 results
• Positive Sentiment: Backlog and commitments surged: CoreWeave reported roughly $104.2 billion of contracted revenue and more than $25 billion in new commitments, reinforcing confidence that demand for GPU cloud capacity remains well ahead of supply. CoreWeave contracted revenue and market value
• Positive Sentiment: AI spending concerns eased: CoreWeave’s results, alongside earnings from Nebius and Super Micro Computer, suggested that demand for AI computing power remains robust rather than showing signs of an imminent bubble. Analysts also highlighted durable demand for older Nvidia GPUs and potential expansion into defense AI and international data centers. Companies deliver a reality check on AI bubble fears
• Neutral Sentiment: Analysts remain broadly bullish but divided: Several firms raised price targets, including Cantor Fitzgerald, Baird and Rosenblatt, while technical analysts see additional upside. However, some analysts maintain neutral ratings and caution that the stock’s valuation already reflects significant future growth.
• Negative Sentiment: Capital intensity and debt remain key risks: CoreWeave increased its 2026 capital-expenditure plan to $35 billion-$39 billion. Its debt-to-equity ratio is 3.68, liquidity ratios are low, and the company remains unprofitable. Investors are questioning whether backlog growth will generate sufficient cash flow to justify the spending. CoreWeave capital expenditure plan
• Negative Sentiment: Profit-taking and insider selling add pressure: The pullback follows the sharp earnings-driven increase, as traders lock in gains. COO Sachin Jain and co-founder Brannin McBee also sold shares under pre-arranged plans, although Jain’s transaction was related to tax withholding.

Wall Street Analyst Weigh In

A number of research firms have weighed in on CRWV. Wolfe Research restated an “outperform” rating on shares of CoreWeave in a research note on Monday, July 6th. DA Davidson restated a “neutral” rating and set a $100.00 price objective (down from $175.00) on shares of CoreWeave in a research report on Monday, May 18th. Mizuho lifted their target price on CoreWeave from $100.00 to $115.00 and gave the stock a “neutral” rating in a report on Wednesday. Roth Capital set a $145.00 price target on CoreWeave in a research note on Thursday. Finally, Cantor Fitzgerald set a $176.00 price objective on shares of CoreWeave and gave the stock an “overweight” rating in a research note on Wednesday. Twenty-three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $140.06.

Hedge Funds Weigh In On CoreWeave

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Parallel Advisors LLC grew its holdings in shares of CoreWeave by 4.0% during the first quarter. Parallel Advisors LLC now owns 2,340 shares of the company’s stock valued at $181,000 after buying an additional 91 shares during the last quarter. Pathway Wealth Management LLC increased its position in shares of CoreWeave by 2.9% during the 1st quarter. Pathway Wealth Management LLC now owns 3,593 shares of the company’s stock valued at $278,000 after purchasing an additional 100 shares during the last quarter. Azzad Asset Management Inc. ADV raised its position in CoreWeave by 2.1% in the first quarter. Azzad Asset Management Inc. ADV now owns 5,020 shares of the company’s stock worth $389,000 after acquiring an additional 104 shares during the period. Hazlett Burt & Watson Inc. raised its holdings in shares of CoreWeave by 34.7% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock worth $33,000 after purchasing an additional 119 shares during the period. Finally, Cullen Frost Bankers Inc. lifted its position in shares of CoreWeave by 45.8% during the 4th quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after buying an additional 121 shares during the last quarter.

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.