Cantor Fitzgerald Initiates Coverage on CoreWeave (NASDAQ:CRWV)

Cantor Fitzgerald began coverage on shares of CoreWeave (NASDAQ:CRWV) in a research note issued to investors on Thursday. The firm set an “overweight” rating and a $149.00 price target on the stock. Cantor Fitzgerald’s price objective would indicate a potential upside of 74.06% from the company’s previous close.

Several other equities analysts have also recently issued reports on the company. Macquarie Infrastructure reiterated a “neutral” rating and set a $115.00 price target on shares of CoreWeave in a research report on Tuesday, January 27th. Roth Mkm restated a “buy” rating on shares of CoreWeave in a report on Monday, February 23rd. Sanford C. Bernstein assumed coverage on CoreWeave in a research note on Thursday, March 5th. They set an “underperform” rating and a $56.00 target price for the company. HC Wainwright reiterated a “buy” rating and issued a $180.00 price target on shares of CoreWeave in a research report on Monday, March 2nd. Finally, Truist Financial upped their price target on shares of CoreWeave from $84.00 to $85.00 and gave the company a “hold” rating in a report on Friday, February 27th. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, CoreWeave currently has an average rating of “Moderate Buy” and a consensus target price of $121.65.

CoreWeave Price Performance

Shares of CoreWeave stock traded down $3.30 on Thursday, hitting $85.60. The company had a trading volume of 16,542,219 shares, compared to its average volume of 25,323,830. The business has a 50-day simple moving average of $85.37 and a 200-day simple moving average of $95.15. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. The company has a market cap of $35.87 billion and a PE ratio of -26.85. CoreWeave has a 52 week low of $33.51 and a 52 week high of $187.00.

CoreWeave (NASDAQ:CRWV) last announced its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The firm had revenue of $1.57 billion for the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The company’s revenue was up 110.4% on a year-over-year basis.

Insider Buying and Selling

In other news, insider Brannin Mcbee sold 300,000 shares of the business’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $72.61, for a total transaction of $21,783,000.00. Following the sale, the insider directly owned 248,664 shares of the company’s stock, valued at $18,055,493.04. The trade was a 54.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Michael N. Intrator sold 244,017 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $78.77, for a total value of $19,221,219.09. Following the sale, the chief executive officer directly owned 5,707,978 shares of the company’s stock, valued at approximately $449,617,427.06. This represents a 4.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 7,348,394 shares of company stock worth $613,057,058 in the last three months.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Family Legacy Financial Solutions LLC lifted its position in shares of CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after acquiring an additional 125 shares in the last quarter. HighMark Wealth Management LLC acquired a new stake in CoreWeave during the 3rd quarter valued at $27,000. OLD Second National Bank of Aurora acquired a new stake in CoreWeave during the 3rd quarter valued at $27,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of CoreWeave in the third quarter valued at $27,000. Finally, Aspect Partners LLC purchased a new stake in shares of CoreWeave in the third quarter valued at $28,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Huge Meta commitment — CoreWeave expanded its long‑term AI cloud agreement with Meta Platforms for roughly $21 billion of capacity through December 2032, providing multi‑year revenue visibility and validating strong demand for GPU infrastructure. CoreWeave signs $21 billion AI cloud deal with Meta (Reuters)
• Positive Sentiment: Operational momentum and backlog — Analysts and coverage note growing scale (power footprint, data centers online) and a large revenue backlog that underpins multi‑year growth expectations for AI infrastructure. This fundamental progress supports investor enthusiasm after the Meta deal. CoreWeave: Slew Of Positive Updates (Seeking Alpha)
• Positive Sentiment: Institutional interest and analyst support — Continued Wall Street coverage (multiple buy/outperform ratings and Ark Invest accumulation) is keeping the name in focus and likely helps buying pressure after headline deals. ARK Invest Is Buying the Dip in CoreWeave Stock (Barchart)
• Neutral Sentiment: Planned debt financings — CoreWeave announced intentions to offer convertible senior notes (~$3.0B aggregate) and a separate senior notes offering (~$1.25B). Proceeds likely fund expansion to meet demand, but the financings introduce future dilution/interest obligations that investors will price in. CoreWeave Announces Proposed $3.0 Billion Convertible Senior Notes Offering (Business Wire) CoreWeave Announces Intention to Offer $1,250 million of Senior Notes (Business Wire)
• Neutral Sentiment: Valuation and media focus — Coverage raising price‑target updates and debate over whether CRWV is fully priced keep volatility elevated; these stories attract trading flows but are informational rather than company‑specific drivers. Wall Street price target update (Finbold)
• Negative Sentiment: Large insider selling — Multiple insiders executed Rule 10b5‑1 sales (including Brian M. Venturo’s sale of 1,125,000 shares and additional sales by Brannin McBee). The size of the disposals ($90M+ and ~$13.5M) has negative optics and likely weighed on short‑term investor sentiment despite being pre‑planned. Brian M. Venturo Form 4 (SEC)
• Negative Sentiment: Historic IPO pricing note — Earlier coverage reminding investors that the IPO priced below initial midpoint is sometimes cited by skeptics assessing supply/lockup dynamics; this is background risk that can amplify caution. CoreWeave IPO pricing context (MSN)

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.