Mizuho Cuts CoreWeave (NASDAQ:CRWV) Price Target to $95.00

CoreWeave (NASDAQ:CRWV) had its price target lowered by equities researchers at Mizuho from $100.00 to $95.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Mizuho’s target price suggests a potential upside of 21.24% from the stock’s current price.

Other equities research analysts also recently issued reports about the company. Citizens Jmp reissued a “market outperform” rating and set a $180.00 target price on shares of CoreWeave in a research report on Friday. Melius Research set a $140.00 target price on CoreWeave in a research note on Tuesday, November 11th. Bank of America decreased their price target on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research note on Tuesday, November 11th. Stifel Nicolaus set a $120.00 price target on shares of CoreWeave in a report on Tuesday, November 11th. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $110.00 price objective on shares of CoreWeave in a report on Tuesday, November 11th. Seventeen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $124.34.

CoreWeave Stock Performance

CRWV stock traded down $19.27 during mid-day trading on Friday, reaching $78.36. 41,194,934 shares of the stock traded hands, compared to its average volume of 27,233,547. The firm has a market capitalization of $30.28 billion and a PE ratio of -54.04. The business has a 50-day moving average of $88.95 and a two-hundred day moving average of $100.37. CoreWeave has a 52 week low of $33.51 and a 52 week high of $187.00. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66.

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

Insider Activity

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

Institutional Trading of CoreWeave

Several large investors have recently made changes to their positions in CRWV. Alpine Global Management LLC lifted its stake in shares of CoreWeave by 34,895.7% in the 4th quarter. Alpine Global Management LLC now owns 8,049 shares of the company’s stock valued at $576,000 after purchasing an additional 8,026 shares during the period. MidFirst Bank bought a new stake in CoreWeave in the fourth quarter valued at about $117,000. Floyd Financial Group LLC lifted its stake in CoreWeave by 111.0% in the fourth quarter. Floyd Financial Group LLC now owns 16,748 shares of the company’s stock valued at $1,199,000 after buying an additional 8,809 shares during the period. Virtu Financial LLC bought a new position in CoreWeave during the fourth quarter worth about $11,907,000. Finally, Mcguire Capital Advisors Inc. acquired a new position in shares of CoreWeave during the 4th quarter worth about $105,000.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Q4 revenue beat and huge backlog: CoreWeave reported roughly $1.57B in Q4 revenue, topping estimates, and said backlog surged to about $67B — evidence of strong AI-driven demand for GPU capacity. CoreWeave beats fourth-quarter revenue estimates
• Positive Sentiment: Analysts still constructive on medium/long term: Several firms reaffirmed or raised targets (DA Davidson raised to $125, Cantor Fitzgerald kept overweight with $131, Citizens JMP $180), signaling conviction that growth and backlog justify higher valuations despite near-term pain. Benzinga analyst coverage summary
• Neutral Sentiment: Revenue guidance upsides but mixed implications: Management issued FY and Q1 revenue targets materially above consensus (company guiding to a much larger revenue range), which supports the growth story but also underpins the need for accelerated buildout and funding. CoreWeave earnings materials
• Neutral Sentiment: CEO defends spending strategy: Management says capex acceleration is intentional to meet demand and that the buildout should drive future margin improvement, a message that may reassure growth‑focused holders but worry income/margin‑focused investors. CoreWeave CEO defends spending plans
• Negative Sentiment: Wider-than-expected loss and EPS miss: Adjusted EPS missed consensus and net losses widened, pressuring sentiment as investors weigh when the company will convert revenue growth into profits. CoreWeave Q4 results summary
• Negative Sentiment: Capex doubling sparks margin and leverage concerns: Company plans a much higher capital‑spend run‑rate this year, prompting investor worries about margin pressure, cash burn and the effectiveness of the large spending program. Capex and margin concerns
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm notices: Several firms filed or circulated notices of class actions alleging disclosure failures about infrastructure risks and capacity constraints; legal overhang increases uncertainty and can pressure the share price. Holzer & Holzer class action notice
• Negative Sentiment: Rising debt, dilution and interest expense: Commentary and coverage highlight a tripling of debt, meaningful share dilution and higher interest costs — all of which magnify execution risk while the company scales. Barron’s on debt and margins

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.