CoreWeave (NASDAQ:CRWV) Given New $95.00 Price Target at Mizuho

CoreWeave (NASDAQ:CRWV) had its price target lowered by equities researchers at Mizuho from $100.00 to $95.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Mizuho’s price target would indicate a potential upside of 21.24% from the company’s previous close.

Other analysts also recently issued reports about the company. UBS Group restated a “neutral” rating on shares of CoreWeave in a research report on Friday, January 16th. Truist Financial initiated coverage on shares of CoreWeave in a research note on Tuesday, January 6th. They issued a “hold” rating and a $84.00 target price for the company. Citigroup restated a “buy” rating and issued a $135.00 target price (down from $192.00) on shares of CoreWeave in a report on Friday, December 19th. Jefferies Financial Group decreased their price target on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Finally, Stifel Nicolaus set a $120.00 price objective on shares of CoreWeave in a research report on Tuesday, November 11th. Seventeen equities 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $124.34.

CoreWeave Price Performance

Shares of NASDAQ CRWV traded down $19.27 on Friday, hitting $78.36. The company’s stock had a trading volume of 41,194,934 shares, compared to its average volume of 27,233,547. The stock has a 50 day moving average of $88.95 and a 200-day moving average of $100.37. The company has a market capitalization of $30.28 billion and a price-to-earnings ratio of -54.04. CoreWeave has a 12-month low of $33.51 and a 12-month high of $187.00. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49.

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

Insider Activity at CoreWeave

In related news, insider Jeff Baker sold 2,374 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $90.83, for a total transaction of $215,630.42. Following the completion of the sale, the insider owned 41,275 shares of the company’s stock, valued at approximately $3,749,008.25. This represents a 5.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Chen Goldberg sold 18,950 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $90.84, for a total transaction of $1,721,418.00. Following the completion of the transaction, the executive vice president owned 58,689 shares in the company, valued at $5,331,308.76. The trade was a 24.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,565,769 shares of company stock valued at $388,715,556 over the last three months.

Hedge Funds Weigh In On CoreWeave

A number of hedge funds have recently made changes to their positions in CRWV. Renaissance Capital LLC increased its stake in CoreWeave by 49.9% in the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock valued at $6,454,000 after buying an additional 15,697 shares during the period. Munro Partners grew its holdings in shares of CoreWeave by 5,272.4% during the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after acquiring an additional 605,010 shares in the last quarter. AE Wealth Management LLC acquired a new position in shares of CoreWeave in the third quarter worth $4,241,000. HWG Holdings LP purchased a new stake in shares of CoreWeave during the third quarter worth $1,863,000. Finally, Rockline Wealth Management LLC acquired a new stake in CoreWeave during the second quarter valued at $951,000.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Q4 revenue beat and huge backlog: CoreWeave reported roughly $1.57B in Q4 revenue, topping estimates, and said backlog surged to about $67B — evidence of strong AI-driven demand for GPU capacity. CoreWeave beats fourth-quarter revenue estimates
• Positive Sentiment: Analysts still constructive on medium/long term: Several firms reaffirmed or raised targets (DA Davidson raised to $125, Cantor Fitzgerald kept overweight with $131, Citizens JMP $180), signaling conviction that growth and backlog justify higher valuations despite near-term pain. Benzinga analyst coverage summary
• Neutral Sentiment: Revenue guidance upsides but mixed implications: Management issued FY and Q1 revenue targets materially above consensus (company guiding to a much larger revenue range), which supports the growth story but also underpins the need for accelerated buildout and funding. CoreWeave earnings materials
• Neutral Sentiment: CEO defends spending strategy: Management says capex acceleration is intentional to meet demand and that the buildout should drive future margin improvement, a message that may reassure growth‑focused holders but worry income/margin‑focused investors. CoreWeave CEO defends spending plans
• Negative Sentiment: Wider-than-expected loss and EPS miss: Adjusted EPS missed consensus and net losses widened, pressuring sentiment as investors weigh when the company will convert revenue growth into profits. CoreWeave Q4 results summary
• Negative Sentiment: Capex doubling sparks margin and leverage concerns: Company plans a much higher capital‑spend run‑rate this year, prompting investor worries about margin pressure, cash burn and the effectiveness of the large spending program. Capex and margin concerns
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm notices: Several firms filed or circulated notices of class actions alleging disclosure failures about infrastructure risks and capacity constraints; legal overhang increases uncertainty and can pressure the share price. Holzer & Holzer class action notice
• Negative Sentiment: Rising debt, dilution and interest expense: Commentary and coverage highlight a tripling of debt, meaningful share dilution and higher interest costs — all of which magnify execution risk while the company scales. Barron’s on debt and margins

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.