CoreWeave (NASDAQ:CRWV) Shares Down 1.3% Following Insider Selling

CoreWeave Inc. (NASDAQ:CRWV)’s stock price traded down 1.3% during mid-day trading on Thursday following insider selling activity. The stock traded as low as $105.84 and last traded at $106.29. Approximately 50,264,473 shares changed hands during trading, an increase of 74% from the average session volume of 28,846,678 shares. The stock had previously closed at $107.73.

Specifically, insider Brannin Mcbee sold 144,000 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $89.73, for a total transaction of $12,921,120.00. Following the transaction, the insider directly owned 323,263 shares in the company, valued at $29,006,388.99. The trade was a 30.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brannin Mcbee sold 53,000 shares of the company’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $89.73, for a total transaction of $4,755,690.00. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In related news, COO Sachin Jain sold 13,608 shares of CoreWeave stock in a transaction on Monday, August 10th. The stock was sold at an average price of $92.09, for a total transaction of $1,253,160.72. Following the completion of the sale, the chief operating officer owned 147,785 shares of the company’s stock, valued at approximately $13,609,520.65. This trade represents a 8.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Wolfe Research reaffirmed an “outperform” rating on shares of CoreWeave in a research note on Monday, July 6th. Robert W. Baird increased their price objective on CoreWeave from $100.00 to $130.00 and gave the stock an “outperform” rating in a report on Wednesday. Raymond James Financial lowered shares of CoreWeave from a “moderate buy” rating to a “hold” rating in a research report on Wednesday, July 22nd. Oppenheimer boosted their target price on shares of CoreWeave from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Finally, Barclays increased their price target on shares of CoreWeave from $90.00 to $105.00 and gave the stock an “equal weight” rating in a research note on Thursday. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $140.06.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Strong Q2 results reinforced AI demand: CoreWeave reported revenue of approximately $2.58 billion, up 112.5% year over year and slightly above expectations. Its quarterly loss was also narrower than analysts anticipated, helping ease concerns about whether demand is translating into financial performance. CoreWeave stock pops as revenue doubles
• Positive Sentiment: Backlog and new commitments provide visibility: CoreWeave’s backlog reached roughly $104.2 billion, supported by more than $25 billion in new commitments and 4.2 gigawatts of contracted power. Management also said even older Nvidia GPUs are being booked years into the future, suggesting sustained demand and slower-than-expected hardware obsolescence. CoreWeave’s capex plan and backlog
• Positive Sentiment: Growth outlook remains elevated: Third-quarter revenue guidance of $3.5 billion to $3.6 billion exceeded consensus, while analysts raised several price targets, including Cantor Fitzgerald’s target near $178 and Rosenblatt Securities’ $250 target. Bullish technical signals are also supporting expectations for additional gains if technology shares continue recovering. Why Nebius and CoreWeave stocks look poised for more gains
• Neutral Sentiment: Expansion could broaden future revenue: CoreWeave is pursuing defense-AI opportunities and opening data centers in Indonesia, but the financial contribution and execution benefits of these initiatives remain uncertain. CoreWeave enters defense AI and opens Indonesia data centers
• Negative Sentiment: Capital intensity and leverage remain major risks: CoreWeave raised 2026 capital-expenditure plans to $35 billion–$39 billion. With a debt-to-equity ratio above 3.6, negative margins and continuing net losses, investors remain concerned about financing costs, cash burn and the path to profitability.
• Negative Sentiment: Contract and insider-selling concerns persist: Some analysis indicates that customer contracts are becoming shorter, potentially reducing revenue visibility. Co-founder Brannin McBee and COO Sachin Jain also sold shares under pre-arranged or tax-related plans, which may weigh modestly on sentiment despite not necessarily signaling deteriorating fundamentals. CoreWeave Q2 contracts are getting shorter

CoreWeave Trading Down 1.3%

The stock has a market capitalization of $47.57 billion, a price-to-earnings ratio of -29.12 and a beta of 7.44. The company has a current ratio of 0.31, a quick ratio of 0.31 and a debt-to-equity ratio of 3.68. The company has a fifty day moving average of $90.43 and a two-hundred day moving average of $94.85.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating the consensus estimate of ($1.52) by $0.38. CoreWeave had a negative return on equity of 51.06% and a negative net margin of 25.41%.The company had revenue of $2.58 billion for the quarter. During the same quarter last year, the business earned ($0.27) EPS. The company’s revenue for the quarter was up 112.5% on a year-over-year basis. On average, research analysts expect that CoreWeave Inc. will post -4.95 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Pin Oak Investment Advisors Inc. acquired a new stake in shares of CoreWeave in the third quarter valued at about $34,000. Essential Partners LLC acquired a new position in shares of CoreWeave during the 2nd quarter worth about $30,000. Burnham & Co LLC acquired a new position in shares of CoreWeave during the 2nd quarter worth about $32,000. Cornerstone Planning Group LLC boosted its stake in CoreWeave by 272.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock valued at $25,000 after purchasing an additional 251 shares during the period. Finally, Cullen Frost Bankers Inc. grew its holdings in CoreWeave by 45.8% in the 4th quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after buying an additional 121 shares during the last quarter.

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.