CoreWeave (NASDAQ:CRWV) CEO Sells $4,997,500.00 in Stock

CoreWeave Inc. (NASDAQ:CRWV) CEO Michael Intrator sold 50,000 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $99.95, for a total value of $4,997,500.00. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.

CoreWeave Stock Down 18.5%

CRWV traded down $18.07 on Friday, reaching $79.56. The company’s stock had a trading volume of 67,753,761 shares, compared to its average volume of 22,380,874. The company has a market capitalization of $30.74 billion and a price-to-earnings ratio of -24.86. CoreWeave Inc. has a fifty-two week low of $33.51 and a fifty-two 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. The stock has a 50 day moving average of $88.88 and a two-hundred day moving average of $99.95.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 35.39% and a negative net margin of 22.75%.The company had revenue of $1.57 billion for the quarter. The firm’s quarterly revenue was up 110.4% on a year-over-year basis.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Very strong demand/backlog and revenue growth: Q4 revenue was $1.57B (+~110% YoY) and fiscal 2025 revenue topped ~$5.1B; backlog expanded to roughly $66.8B and management guided FY‑2026 revenue to ~$12–13B, underscoring continued AI-driven demand. CoreWeave: From Growth Story To Capital Story
• Positive Sentiment: Beat on revenue and product progress: CoreWeave topped revenue estimates and launched services (e.g., object storage) while highlighting capacity ramps that should convert backlog into revenue over time. CoreWeave Reports Strong Q4 and FY2025 Results
• Neutral Sentiment: Mixed analyst action — some firms raised targets or reaffirmed overweight/Buy ratings while others trimmed targets or moved to Neutral/Hold; overall street targets remain elevated but commentary is cautious on debt and spending. Reuters: CapEx doubles, market reaction
• Neutral Sentiment: Investor events scheduled — management will present at Morgan Stanley and Cantor investor conferences (early March), offering opportunities for further color on capex plans and timelines. Investor conference notice
• Negative Sentiment: Earnings miss on EPS and wider GAAP loss: Q4 EPS of ($0.89) missed consensus and GAAP loss widened; interest expense jumped materially, pressuring near-term profitability despite strong adjusted EBITDA. MarketBeat: Q4 results
• Negative Sentiment: Big increase in capital spending and debt — management signaled a large CapEx program (management cited $30–$35B CapEx) and financing moves (loan syndication/equity support reported). The planned doubling of capex stoked margin concerns and heightened execution risk. Reuters: CapEx doubles, margin concerns
• Negative Sentiment: Multiple securities-class-action filings and broad law-firm notices alleging disclosure failures about data-center/infrastructure risks — legal risk and headline pressure add to near-term volatility. Hagens Berman class action notice
• Negative Sentiment: Market reaction and management defense: Shares fell sharply on the combination of EPS miss, heavy capex guidance and debt; CEO publicly defended the accelerated buildout but investor skepticism over capital intensity and execution remains high. CNBC: CEO defends spending

Hedge Funds Weigh In On CoreWeave

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

Analyst Upgrades and Downgrades

CRWV has been the topic of a number of research reports. Evercore dropped their price target on CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 11th. Loop Capital lowered their target price on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, November 12th. Needham & Company LLC reaffirmed a “hold” rating on shares of CoreWeave in a report on Friday. Wells Fargo & Company decreased their price target on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating for the company in a research note on Thursday, January 8th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $131.00 price objective on shares of CoreWeave in a research report on Friday. Seventeen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, CoreWeave presently has an average rating of “Moderate Buy” and an average target price of $124.34.

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.