CoreWeave (NASDAQ:CRWV) Insider Sells $5,753,867.04 in Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Brian Venturo sold 65,616 shares of CoreWeave stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $87.69, for a total value of $5,753,867.04. Following the completion of the transaction, the insider owned 302,526 shares of the company’s stock, valued at approximately $26,528,504.94. This represents a 17.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

CoreWeave Price Performance

CRWV stock traded up $1.05 during mid-day trading on Friday, reaching $89.62. 23,520,665 shares of the company’s stock were exchanged, compared to its average volume of 29,526,208. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.46 and a current ratio of 0.46. CoreWeave Inc. has a 12-month low of $60.55 and a 12-month high of $153.20. The stock’s 50 day moving average is $87.05 and its 200 day moving average is $94.66.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating analysts’ consensus estimates of ($1.52) by $0.38. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The business had revenue of $2.58 billion during the quarter. During the same quarter last year, the firm earned ($0.27) earnings per share. The firm’s quarterly revenue was up 112.5% compared to the same quarter last year. Equities research analysts anticipate that CoreWeave Inc. will post -5.19 EPS for the current fiscal year.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Oppenheimer initiated or reiterated a Buy view on CoreWeave, adding to a series of favorable analyst opinions. William Blair also began coverage with an Outperform rating, while Jefferies said capacity constraints and demand visibility extending toward 2028 support its bullish case. CoreWeave Gets a Buy from Oppenheimer
• Positive Sentiment: UBS expects the AI-infrastructure market to remain strong, reinforcing the demand outlook for CoreWeave’s GPU-cloud and data-center services. UBS Sees AI Infrastructure Market Staying Hot
• Positive Sentiment: CoreWeave is expanding beyond traditional GPU rentals through NVIDIA Vera and Vera Rubin systems, its Forge AI-development environment and a new Partner Network. The initiatives target agentic AI, inference and enterprise workloads, potentially broadening revenue sources and customer reach. CoreWeave’s Vera Rubin Push
• Positive Sentiment: A new partner ecosystem and a clinical-AI deployment with Ennoble Care could help CoreWeave expand its customer base and showcase inference applications. CoreWeave Partner Network and AI Deals
• Neutral Sentiment: The bullish case emphasizes CoreWeave’s sizable backlog and rapid revenue growth, but the company is spending heavily to build capacity and relies substantially on debt and long-term leases.
• Negative Sentiment: Valuation concerns remain significant: investors must account for GPU replacement costs, interest expense and depreciation rather than relying solely on EBITDA. Critics also warn that expanding compute supply could eventually pressure pricing and returns. What Is CoreWeave Worth After the Cost of Replacing Its GPUs?
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares worth approximately $26.7 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature reduces its significance, but the transaction may still weigh on sentiment.

Institutional Investors Weigh In On CoreWeave

A number of large investors have recently made changes to their positions in CRWV. Parallel Advisors LLC lifted its position in CoreWeave by 4.0% during the first quarter. Parallel Advisors LLC now owns 2,340 shares of the company’s stock worth $181,000 after buying an additional 91 shares in the last quarter. Pathway Wealth Management LLC increased its stake in shares of CoreWeave by 2.9% in the 1st quarter. Pathway Wealth Management LLC now owns 3,593 shares of the company’s stock worth $278,000 after acquiring an additional 100 shares during the last quarter. Azzad Asset Management Inc. ADV raised its holdings in shares of CoreWeave by 2.1% during the 1st 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. WPG Advisers LLC boosted its position in shares of CoreWeave by 14.1% during the 1st quarter. WPG Advisers LLC now owns 1,159 shares of the company’s stock valued at $90,000 after acquiring an additional 143 shares during the last quarter. Finally, Sequoia Financial Advisors LLC grew its holdings in shares of CoreWeave by 3.6% in the second quarter. Sequoia Financial Advisors LLC now owns 4,128 shares of the company’s stock valued at $411,000 after purchasing an additional 145 shares during the period.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on CRWV. Robert W. Baird lifted their target price on shares of CoreWeave from $100.00 to $130.00 and gave the company an “outperform” rating in a research report on Wednesday, August 12th. The Goldman Sachs Group boosted their price objective on CoreWeave from $121.00 to $139.00 and gave the stock a “neutral” rating in a research note on Friday, August 21st. Truist Financial lifted their price target on CoreWeave from $155.00 to $165.00 and gave the stock a “buy” rating in a research note on Monday, August 24th. UBS Group began coverage on CoreWeave in a research note on Tuesday, September 22nd. They issued a “buy” rating and a $120.00 price objective for the company. Finally, Sanford C. Bernstein lifted their target price on shares of CoreWeave from $67.00 to $74.00 and gave the stock an “underperform” rating in a research note on Wednesday, August 12th. Twenty-three equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, CoreWeave presently has an average rating of “Moderate Buy” and a consensus price target of $138.78.

About CoreWeave

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning and other data-intensive workloads. The company offers access to accelerated computing resources, including graphics processing units (GPUs), alongside central processing units, high-performance storage, networking and data center capacity.

Its platform supports AI model training, fine-tuning and inference, as well as visual effects, rendering, scientific computing and other demanding applications.