CoreWeave (NASDAQ:CRWV) Upgraded at UBS Group

CoreWeave (NASDAQ:CRWV) was upgraded by investment analysts at UBS Group to a “strong-buy” rating in a report issued on Tuesday, Zacks reports.

Several other brokerages also recently issued reports on CRWV. BNP Paribas Exane started coverage on CoreWeave in a report on Tuesday, June 2nd. They issued an “outperform” rating and a $192.00 price target for the company. The Goldman Sachs Group increased their price objective on CoreWeave from $121.00 to $139.00 and gave the stock a “neutral” rating in a report on Friday, August 21st. Rosenblatt Securities reiterated a “buy” rating and issued a $250.00 price target on shares of CoreWeave in a research note on Friday, September 18th. Raymond James Financial cut CoreWeave from a “moderate buy” rating to a “hold” rating in a research note on Wednesday, July 22nd. Finally, Citigroup lifted their price target on CoreWeave from $142.00 to $159.00 and gave the stock a “buy” rating in a report on Friday, August 14th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $138.31.

CoreWeave Price Performance

Shares of CRWV stock opened at $86.90 on Tuesday. CoreWeave has a 12-month low of $60.55 and a 12-month high of $153.20. The firm has a market capitalization of $39.88 billion, a price-to-earnings ratio of -23.81 and a beta of 7.45. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 5.53. The firm has a fifty day moving average of $85.46 and a 200-day moving average of $94.28.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, topping the consensus estimate of ($1.52) by $0.38. The business had revenue of $2.58 billion for the quarter. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The business’s quarterly revenue was up 112.5% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.27) EPS. On average, equities research analysts forecast that CoreWeave will post -5.19 earnings per share for the current year.

Insider Buying and Selling

In other news, CFO Nitin Agrawal sold 66,576 shares of the stock in a transaction on Monday, September 14th. The stock was sold at an average price of $83.70, for a total transaction of $5,572,411.20. Following the sale, the chief financial officer directly owned 188,360 shares of the company’s stock, valued at approximately $15,765,732. This represents a 26.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Michael Intrator sold 200,000 shares of the business’s stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $81.91, for a total value of $16,382,000.00. Following the completion of the transaction, the chief executive officer directly owned 887,129 shares of the company’s stock, valued at approximately $72,664,736.39. This trade represents a 18.40% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 6,380,334 shares of company stock worth $561,507,579. 24.20% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On CoreWeave

Hedge funds have recently bought and sold shares of the company. QRG Capital Management Inc. raised its holdings in shares of CoreWeave by 8.4% during the 2nd quarter. QRG Capital Management Inc. now owns 21,810 shares of the company’s stock worth $2,171,000 after buying an additional 1,692 shares in the last quarter. Envestnet Portfolio Solutions Inc. bought a new position in shares of CoreWeave in the second quarter worth about $378,000. Envestnet Asset Management Inc. boosted its stake in shares of CoreWeave by 68.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 71,795 shares of the company’s stock valued at $7,146,000 after purchasing an additional 29,216 shares in the last quarter. State Street Corp boosted its stake in shares of CoreWeave by 139.7% in the 2nd quarter. State Street Corp now owns 7,058,846 shares of the company’s stock valued at $702,638,000 after purchasing an additional 4,113,873 shares in the last quarter. Finally, Wellington Altus USA Inc. grew its holdings in shares of CoreWeave by 256.0% during the 2nd quarter. Wellington Altus USA Inc. now owns 534 shares of the company’s stock valued at $53,000 after purchasing an additional 384 shares during the last quarter.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $120 price target, implying substantial upside from recent levels. The bank cited strengthening AI-compute demand and said CoreWeave’s valuation—about three times projected 2027 revenue—appears modest relative to its growth prospects. CoreWeave gets Buy rating from UBS
• Positive Sentiment: CoreWeave earned SemiAnalysis’ Platinum ClusterMAX rating for the third consecutive evaluation, making it the only provider to receive the industry’s highest rating each time. The recognition supports the company’s claims around AI-cloud performance, reliability, and scalability. CoreWeave earns third consecutive Platinum ClusterMAX rating
• Positive Sentiment: Harell Data selected CoreWeave Cloud for training, fine-tuning, and inference workloads on its secure AI model-training platform. The deal adds to evidence that CoreWeave is converting AI demand into customer deployments. Harell Data selects CoreWeave
• Positive Sentiment: The company introduced NVIDIA Vera Rubin NVL72 clusters and enhanced AI storage, targeting large-scale training, inference, and agentic-AI workloads. The products could help CoreWeave capture additional demand as customers expand AI infrastructure spending. CoreWeave rolls out Rubin clusters and AI storage
• Neutral Sentiment: Analysts and financial publications highlighted CoreWeave’s triple-digit growth, large backlog, and potential for significant upside, but these projections remain dependent on sustained AI spending and successful execution.
• Negative Sentiment: Investor concerns remain around CoreWeave’s highly leveraged balance sheet and exposure to competition from major hyperscale cloud providers. The stock’s high volatility and ongoing losses could amplify downside if AI demand slows or customers shift toward internally operated infrastructure.

CoreWeave Company Profile

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning, high-performance computing and other data-intensive workloads. The company provides access to accelerated computing resources, particularly graphics processing units (GPUs), through a cloud platform designed for large-scale training, inference, rendering and scientific computing.

Its offerings include on-demand and reserved GPU instances, cloud storage, high-speed networking, Kubernetes-based container orchestration and managed services for deploying and scaling workloads.