CoreWeave (NASDAQ:CRWV) Trading 4% Higher – Still a Buy?

CoreWeave Inc. (NASDAQ:CRWV)’s stock price was up 4% during trading on Friday . The stock traded as high as $81.50 and last traded at $80.14. Approximately 26,206,384 shares traded hands during trading, an increase of 9% from the average daily volume of 23,968,830 shares. The stock had previously closed at $77.09.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: DA Davidson upgraded CRWV to “Neutral” (from Underperform), citing OpenAI fundraising as a potential short‑term demand catalyst for GPU capacity — a near‑term positive for revenue visibility. DA Davidson upgrade
• Positive Sentiment: Recent quarterly results showed a revenue beat and much faster year‑over‑year top‑line growth (revenue +133.7% YoY and EPS ahead of estimates), supporting the growth narrative that attracts investors to GPU cloud providers. Earnings summary
• Neutral Sentiment: Wells Fargo lowered its price target from $150 to $125 but kept an Overweight rating — a mixed analyst view that reduces upside expectations while maintaining conviction in the thesis. Wells Fargo note
• Neutral Sentiment: Other brokers have shifted toward cautious/hold stances or initiated coverage at neutral/hold levels — sentiment is moving from aggressive growth euphoria toward more measured expectations. Analyst coverage shift
• Negative Sentiment: Significant insider selling in early January: CEO Michael Intrator (~61,386 shares), Brian Venturo (~206,952 shares across Jan 6–7), and Brannin McBee (~166,670 shares) together sold ~435k shares (~$34M). Heavy insider sales can be interpreted by the market as a negative signal on near‑term conviction. SEC Form 4 filings
• Negative Sentiment: Multiple law firms (Kessler Topaz, Pomerantz, Kaplan Fox, Schall) have opened securities‑class‑action investigations into CoreWeave, increasing litigation and disclosure risk which can pressure the stock and add potential future costs. Kessler Topaz alert
• Negative Sentiment: Fundamental concerns: a Seeking Alpha piece highlights that CoreWeave’s strong backlog may be offset by high leverage and balance‑sheet risks — a reminder that fast growth carries financing and margin pressures. Seeking Alpha analysis

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Stifel Nicolaus set a $120.00 target price on shares of CoreWeave in a report on Tuesday, November 11th. Macquarie lowered their price objective on shares of CoreWeave from $140.00 to $115.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. HC Wainwright restated a “buy” rating and set a $180.00 price target on shares of CoreWeave in a research note on Wednesday, November 12th. Truist Financial started coverage on shares of CoreWeave in a research note on Tuesday. They issued a “hold” rating and a $84.00 price objective on the stock. Finally, Seaport Res Ptn upgraded shares of CoreWeave to a “hold” rating in a research report on Monday, September 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $125.39.

CoreWeave Stock Up 4.0%

The company has a market cap of $30.97 billion and a PE ratio of -55.27. The company has a fifty day moving average of $82.86 and a two-hundred day moving average of $110.62. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.36) by $0.14. The firm had revenue of $1.36 billion for the quarter, compared to the consensus estimate of $1.28 billion. The company’s revenue was up 133.7% on a year-over-year basis. During the same quarter last year, the firm earned ($1.82) EPS.

Insider Activity

In other news, major shareholder Magnetar Financial Llc sold 1,004,073 shares of the company’s stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $143.51, for a total transaction of $144,094,516.23. Following the transaction, the insider owned 2,246,787 shares of the company’s stock, valued at approximately $322,436,402.37. This represents a 30.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders sold a total of 11,668,646 shares of company stock worth $1,432,924,483 in the last ninety days.

Hedge Funds Weigh In On CoreWeave

A number of large investors have recently bought and sold shares of CRWV. Proficio Capital Partners LLC boosted its stake in shares of CoreWeave by 446,194.0% during the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock valued at $2,443,013,000 after purchasing an additional 17,847,760 shares during the period. Vanguard Group Inc. increased its stake in CoreWeave by 109.7% in the 3rd quarter. Vanguard Group Inc. now owns 7,433,501 shares of the company’s stock worth $1,017,275,000 after buying an additional 3,888,164 shares during the period. Invesco Ltd. lifted its holdings in CoreWeave by 55,329.7% during the 3rd quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after buying an additional 2,993,889 shares in the last quarter. Clear Street Group Inc. purchased a new stake in CoreWeave in the 3rd quarter valued at about $405,199,000. Finally, Lavaca Capital LLC bought a new position in CoreWeave in the 3rd quarter worth about $273,700,000.

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.