CoreWeave (NASDAQ:CRWV) Stock Price Up 9.3% – Still a Buy?

CoreWeave Inc. (NASDAQ:CRWV)’s stock price was up 9.3% on Tuesday . The company traded as high as $99.37 and last traded at $99.30. Approximately 24,021,492 shares changed hands during trading, a decline of 11% from the average daily volume of 27,033,365 shares. The stock had previously closed at $90.84.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Revenue beat and large backlog — CoreWeave reported Q4 revenue that more than doubled year‑over‑year and beat estimates; management said backlog swelled (reported near ~$67 billion), underscoring strong AI-driven demand. CNBC: CoreWeave beats revenue projections
• Positive Sentiment: Aggressive revenue guidance for FY26 and Q1 — Management issued revenue guidance well above Street expectations (FY26: ~$12.0B–$13.0B vs. consensus ~$9.3B; Q1: ~$1.9B–$2.0B vs. ~$1.5B consensus), signaling continued top‑line growth visibility. BusinessWire: CoreWeave reports Q4 & FY guidance
• Neutral Sentiment: Analyst interest and institutional flows create mixed signals — some shops (e.g., ARK/DA Davidson) have added exposure and upgraded views, supporting momentum, while coverage remains varied and keeps trading active without a clear consensus directional push.
• Negative Sentiment: EPS miss and widening losses — CoreWeave reported ($0.89) EPS, missing estimates (~($0.61)), and net losses widened as expenses rose, which tempers enthusiasm despite the revenue beat. MarketBeat: Q4 results & transcript
• Negative Sentiment: Legal overhang — Multiple securities class‑action filings and law‑firm solicitations allege disclosure problems around data‑center delays and scaling; this raises potential litigation costs and uncertainty. Pomerantz class action announcement
• Negative Sentiment: Financing and capital concerns — reporting that Blue Owl didn’t close a planned $4B financing for a data‑center project and broader questions about access to capital and new chip tariffs increase scrutiny of CoreWeave’s debt‑heavy model. Yahoo Finance: financing & funding strains
• Negative Sentiment: Insider selling — recent insider sales (SEC Form 4 filings) were disclosed ahead of the report, which can spook some investors even though insiders still hold substantial positions. SEC Form 4 — insider sale

Analyst Ratings Changes

A number of analysts have recently commented on CRWV shares. DA Davidson raised shares of CoreWeave from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $68.00 to $110.00 in a research note on Monday, January 26th. Loop Capital lowered their price objective on CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. The Goldman Sachs Group assumed coverage on CoreWeave in a research note on Monday, January 12th. They set a “neutral” rating and a $86.00 price objective for the company. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a research report on Monday, January 26th. Finally, HC Wainwright reaffirmed a “buy” rating and issued a $180.00 price target on shares of CoreWeave in a research note on Wednesday, November 12th. Seventeen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $125.45.

CoreWeave Stock Down 0.4%

The stock’s fifty day moving average is $88.95 and its 200-day moving average is $100.37. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). The business had revenue of $1.57 billion for the quarter. The business’s revenue was up 110.4% compared to the same quarter last year.

Insider Activity

In other news, EVP Chen Goldberg sold 18,950 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $90.84, for a total value of $1,721,418.00. Following the transaction, the executive vice president owned 58,689 shares of the company’s stock, valued at $5,331,308.76. This represents a 24.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $94.57, for a total value of $26,597,812.50. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 4,565,769 shares of company stock worth $388,715,556.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Cornerstone Planning Group LLC raised its stake in shares of CoreWeave by 272.8% in the 4th quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock valued at $25,000 after acquiring an additional 251 shares during the period. Family Legacy Financial Solutions LLC raised its position in CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares during the period. HighMark Wealth Management LLC acquired a new position in CoreWeave during the third quarter worth $27,000. OLD Second National Bank of Aurora acquired a new position in CoreWeave during the third quarter worth $27,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of CoreWeave during the third quarter worth $27,000.

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.