CoreWeave (NASDAQ:CRWV) Insider Sells $115,401.28 in Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Jeff Baker sold 1,256 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $91.88, for a total value of $115,401.28. Following the transaction, the insider directly owned 8,337 shares of the company’s stock, valued at approximately $766,003.56. The trade was a 13.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Jeff Baker also recently made the following trade(s):

• On Wednesday, July 29th, Jeff Baker sold 6,455 shares of CoreWeave stock. The stock was sold at an average price of $66.51, for a total value of $429,322.05.
• On Tuesday, June 30th, Jeff Baker sold 4 shares of CoreWeave stock. The stock was sold at an average price of $95.69, for a total value of $382.76.

CoreWeave Trading Down 2.1%

Shares of NASDAQ CRWV traded down $1.91 during midday trading on Friday, reaching $87.85. 22,074,299 shares of the stock traded hands, compared to its average volume of 33,432,112. CoreWeave Inc. has a one year low of $60.55 and a one year high of $153.20. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 5.53. The company’s 50 day moving average is $89.99 and its 200 day moving average is $94.74.

CoreWeave (NASDAQ:CRWV) last posted 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. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The firm had revenue of $2.58 billion for the quarter. During the same quarter last year, the firm earned ($0.27) earnings per share. The business’s quarterly revenue was up 112.5% on a year-over-year basis. On average, research analysts anticipate that CoreWeave Inc. will post -5.17 EPS for the current year.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multiyear agreement with Hudson River Trading (HRT) to provide AI infrastructure for trading research and model development. The deal reportedly could be worth billions and will use NVIDIA’s next-generation Vera Rubin NVL72 platform and Spectrum-X networking, expanding CoreWeave’s exposure to financial-services customers and supporting demand visibility. Hudson River Trading agreement
• Positive Sentiment: Analysts continue to point to CoreWeave’s powerful growth: recent quarterly revenue rose 112.5% year over year to $2.58 billion, while its backlog reached more than $104 billion. A bullish research view cited improving margins, operating leverage and strong AI demand, although it acknowledged capital-intensity risks. CoreWeave growth and valuation analysis
• Neutral Sentiment: Short seller Martin Shkreli reportedly covered his CoreWeave position after holding it for roughly a week. The move removes one source of short-selling pressure but is not necessarily a bullish signal, particularly as the stock continued to face broader volatility. Martin Shkreli covers CoreWeave short
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares for approximately $29.5 million at an average price of $95.72. The sales were made under a pre-arranged Rule 10b5-1 plan, and he still owns a significant stake, but the size of the transaction weighed on sentiment and raised concerns about insider selling. CoreWeave CEO share sale
• Negative Sentiment: Bearish commentary argues that CoreWeave’s highly leveraged business model could struggle if AI infrastructure spending slows, capacity becomes excessive or interest rates remain elevated. With a debt-to-equity ratio above 5 and negative earnings, investors remain sensitive to funding costs, dilution risk and the company’s path to profitability. CoreWeave leverage and market risks
• Negative Sentiment: Northland Securities’ estimates show continued losses through 2027, including projected fiscal 2026 EPS of negative $5.50 and fiscal 2027 EPS of negative $3.18, although the firm expects a return to quarterly profitability in the fourth quarter of 2027. CoreWeave analyst estimates

Analyst Ratings Changes

Several research analysts have issued reports on the company. Wells Fargo & Company boosted their target price on CoreWeave from $155.00 to $160.00 and gave the company an “overweight” rating in a research report on Wednesday, August 12th. Cantor Fitzgerald set a $176.00 price objective on CoreWeave and gave the stock an “overweight” rating in a report on Wednesday, August 12th. Roth Capital set a $145.00 target price on CoreWeave in a research report on Thursday, August 13th. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a report on Thursday, August 13th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $150.00 price target on shares of CoreWeave in a research report on Friday, August 7th. Twenty-one research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, CoreWeave currently has a consensus rating of “Moderate Buy” and an average price target of $141.57.

Institutional Investors Weigh In On CoreWeave

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of CoreWeave by 275.6% during the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after purchasing an additional 20,487,478 shares during the last quarter. Proficio Capital Partners LLC lifted its position in CoreWeave by 446,194.0% during the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after acquiring an additional 17,847,760 shares during the period. Alyeska Investment Group L.P. lifted its position in CoreWeave by 55.7% during the 2nd quarter. Alyeska Investment Group L.P. now owns 10,891,267 shares of the company’s stock worth $1,084,117,000 after acquiring an additional 3,897,741 shares during the period. Bank of America Corp DE grew its stake in CoreWeave by 13.1% during the 1st quarter. Bank of America Corp DE now owns 5,652,129 shares of the company’s stock valued at $437,870,000 after purchasing an additional 653,398 shares during the last quarter. Finally, Clear Street Group Inc. grew its stake in CoreWeave by 57.2% during the 4th quarter. Clear Street Group Inc. now owns 4,653,815 shares of the company’s stock valued at $333,260,000 after purchasing an additional 1,692,916 shares during the last quarter.

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.