CoreWeave (NASDAQ:CRWV) Shares Up 20.5% – Should You Buy?

Shares of CoreWeave Inc. (NASDAQ:CRWV) traded up 20.5% during trading on Friday . The stock traded as high as $90.60 and last traded at $89.95. 33,965,437 shares traded hands during trading, an increase of 17% from the average session volume of 29,033,635 shares. The stock had previously closed at $74.65.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave rolled out a major consumer-facing brand campaign, “Ready for Anything, Ready for AI,” increasing visibility during the Winter Olympics and reinforcing its positioning as a purpose-built AI cloud provider. This can help sentiment and customer awareness. CoreWeave Introduces a New Brand Vision
• Positive Sentiment: Product update: CoreWeave introduced “ARENA,” a lab for AI production‑readiness aimed at enterprise testing and deployment — a concrete product that supports revenue monetization and customer stickiness for production AI workloads. Introducing CoreWeave ARENA
• Neutral Sentiment: Sector context: Market commentary about bitcoin‑miner-to‑AI‑landlord pivots highlights infrastructure demand and validates the addressable market for providers like CoreWeave — background support for the stock but not a direct company announcement. The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords (CRWV)
• Neutral Sentiment: Administrative items: CoreWeave set its Q4 / FY2025 earnings date and conference call (investors should watch for guidance/metrics on capacity and revenue conversion). CoreWeave Announces Date of Fourth Quarter and Fiscal Year 2025 Financial Results
• Negative Sentiment: Multiple law firms filed or announced investigations/class actions alleging securities fraud and misrepresentations about CoreWeave’s ability to scale infrastructure and meet guidance — Hagens Berman specifically flagged alleged data‑center delays and concealed infrastructure risks. These actions create legal risk, potential distraction, and could pressure the stock if litigation progresses. Hagens Berman Investigating Claims Against CoreWeave
• Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks of shares in early February (SEC filings), which investors often view as a negative signal about insider conviction even if sales are for diversification or tax reasons. Insider Sales by Brannin McBee

Analyst Upgrades and Downgrades

CRWV has been the subject of several research reports. UBS Group restated a “neutral” rating on shares of CoreWeave in a research report on Friday, January 16th. Deutsche Bank Aktiengesellschaft raised CoreWeave from a “hold” rating to a “buy” rating and lifted their price target for the stock from $100.00 to $140.00 in a report on Tuesday, January 27th. Macquarie Infrastructure reaffirmed a “neutral” rating and issued a $115.00 price objective on shares of CoreWeave in a report on Tuesday, January 27th. Evercore dropped their target price on CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, November 11th. Finally, DA Davidson raised shares of CoreWeave from a “neutral” rating to a “buy” rating and boosted their target price for the company from $68.00 to $110.00 in a research report on Monday, January 26th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, CoreWeave currently has an average rating of “Moderate Buy” and a consensus price target of $127.27.

CoreWeave Trading Up 20.5%

The company has a market capitalization of $34.76 billion and a price-to-earnings ratio of -62.03. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49. The firm has a fifty day moving average price of $84.17 and a 200-day moving average price of $102.54.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings results on Monday, November 10th. The company reported ($0.22) EPS for the quarter, beating analysts’ consensus estimates of ($0.36) by $0.14. The company had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. The firm’s revenue for the quarter was up 133.7% compared to the same quarter last year. During the same period last year, the firm earned ($1.82) EPS.

Insider Activity at CoreWeave

In other news, insider Brannin Mcbee sold 102,835 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $78.61, for a total value of $8,083,859.35. Following the completion of the transaction, the insider directly owned 185,181 shares in the company, valued at approximately $14,557,078.41. This represents a 35.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Michael N. Intrator sold 111,427 shares of the business’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total value of $8,066,200.53. Following the sale, the chief executive officer owned 5,922,620 shares in the company, valued at $428,738,461.80. This represents a 1.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,213,658 shares of company stock valued at $349,255,119 in the last quarter.

Hedge Funds Weigh In On CoreWeave

Several large investors have recently modified their holdings of CRWV. Cornerstone Planning Group LLC grew its stake in shares of CoreWeave by 272.8% in the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after purchasing an additional 251 shares during the last quarter. Family Legacy Financial Solutions LLC raised its position in CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares during the last quarter. HighMark Wealth Management LLC acquired a new position in CoreWeave during the 3rd quarter worth about $27,000. OLD Second National Bank of Aurora bought a new stake in shares of CoreWeave in the 3rd quarter valued at about $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in shares of CoreWeave in the third quarter valued at about $27,000.

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.