CoreWeave (NASDAQ:CRWV) Research Coverage Started at Rothschild & Co Redburn

Rothschild & Co Redburn began coverage on shares of CoreWeave (NASDAQ:CRWV) in a research report report published on Monday, Marketbeat.com reports. The brokerage issued a sell rating and a $54.00 price target on the stock.

CRWV has been the subject of several other reports. Jefferies Financial Group downgraded shares of CoreWeave from a “buy” rating to a “hold” rating in a report on Wednesday, July 22nd. Barclays increased their target price on CoreWeave from $90.00 to $105.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 13th. Rosenblatt Securities reiterated a “buy” rating and issued a $250.00 price target on shares of CoreWeave in a report on Friday, September 18th. BNP Paribas Exane initiated coverage on CoreWeave in a report on Tuesday, June 2nd. They issued an “outperform” rating and a $192.00 target price on the stock. Finally, Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research report on Thursday, August 13th. Twenty-one investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, CoreWeave currently has a consensus rating of “Moderate Buy” and an average price target of $138.31.

CoreWeave Stock Performance

NASDAQ:CRWV opened at $86.90 on Monday. The firm’s fifty day simple moving average is $85.46 and its 200-day simple moving average is $94.28. 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 stock has a market cap of $39.88 billion, a PE ratio of -23.81 and a beta of 7.45. CoreWeave has a fifty-two week low of $60.55 and a fifty-two week high of $153.20.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating the consensus estimate 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 during the quarter. During the same quarter last year, the business earned ($0.27) EPS. The firm’s revenue for the quarter was up 112.5% on a year-over-year basis. Analysts expect that CoreWeave will post -5.19 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Michael Intrator sold 278,560 shares of the stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $97.43, for a total value of $27,140,100.80. Following the completion of the transaction, the chief executive officer owned 3,138,612 shares of the company’s stock, valued at approximately $305,794,967.16. This represents a 8.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, major shareholder Magnetar Financial Llc sold 307,131 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $108.75, for a total transaction of $33,400,496.25. Following the sale, the insider directly owned 220,810 shares of the company’s stock, valued at $24,013,087.50. The trade was a 58.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 6,380,334 shares of company stock worth $561,507,579. Corporate insiders own 24.20% of the company’s stock.

Hedge Funds Weigh In On CoreWeave

A number of hedge funds have recently bought and sold shares of CRWV. State Street Corp grew its position in shares of CoreWeave by 139.7% in the 2nd quarter. State Street Corp now owns 7,058,846 shares of the company’s stock worth $702,638,000 after acquiring an additional 4,113,873 shares in the last quarter. Alyeska Investment Group L.P. boosted its stake in CoreWeave by 55.7% in the second quarter. Alyeska Investment Group L.P. now owns 10,891,267 shares of the company’s stock valued at $1,084,117,000 after acquiring an additional 3,897,741 shares during the period. Deutsche Bank AG grew its holdings in shares of CoreWeave by 22,624.0% during the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after purchasing an additional 3,796,077 shares during the last quarter. Altimeter Capital Management LP bought a new position in CoreWeave during the 4th quarter worth $230,099,000. Finally, Amundi grew its position in shares of CoreWeave by 266.2% during the first quarter. Amundi now owns 3,284,121 shares of the company’s stock worth $254,421,000 after acquiring an additional 2,387,337 shares during the last quarter.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $120 price target, implying substantial upside from recent levels. The bank cited strengthening AI-compute demand and said CoreWeave’s valuation—about three times projected 2027 revenue—appears modest relative to its growth prospects. CoreWeave gets Buy rating from UBS
• Positive Sentiment: CoreWeave earned SemiAnalysis’ Platinum ClusterMAX rating for the third consecutive evaluation, making it the only provider to receive the industry’s highest rating each time. The recognition supports the company’s claims around AI-cloud performance, reliability, and scalability. CoreWeave earns third consecutive Platinum ClusterMAX rating
• Positive Sentiment: Harell Data selected CoreWeave Cloud for training, fine-tuning, and inference workloads on its secure AI model-training platform. The deal adds to evidence that CoreWeave is converting AI demand into customer deployments. Harell Data selects CoreWeave
• Positive Sentiment: The company introduced NVIDIA Vera Rubin NVL72 clusters and enhanced AI storage, targeting large-scale training, inference, and agentic-AI workloads. The products could help CoreWeave capture additional demand as customers expand AI infrastructure spending. CoreWeave rolls out Rubin clusters and AI storage
• Neutral Sentiment: Analysts and financial publications highlighted CoreWeave’s triple-digit growth, large backlog, and potential for significant upside, but these projections remain dependent on sustained AI spending and successful execution.
• Negative Sentiment: Investor concerns remain around CoreWeave’s highly leveraged balance sheet and exposure to competition from major hyperscale cloud providers. The stock’s high volatility and ongoing losses could amplify downside if AI demand slows or customers shift toward internally operated infrastructure.

CoreWeave Company Profile

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning, high-performance computing and other data-intensive workloads. The company provides access to accelerated computing resources, particularly graphics processing units (GPUs), through a cloud platform designed for large-scale training, inference, rendering and scientific computing.

Its offerings include on-demand and reserved GPU instances, cloud storage, high-speed networking, Kubernetes-based container orchestration and managed services for deploying and scaling workloads.