CoreWeave (NASDAQ:CRWV) Price Target Raised to $85.00 at Truist Financial

CoreWeave (NASDAQ:CRWV) had its target price lifted by Truist Financial from $84.00 to $85.00 in a research report report published on Friday,Benzinga reports. The firm currently has a hold rating on the stock.

Other equities analysts have also recently issued research reports about the company. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a report on Friday. Deutsche Bank Aktiengesellschaft upgraded CoreWeave from a “hold” rating to a “buy” rating and increased their target price for the company from $100.00 to $140.00 in a research report on Tuesday, January 27th. Loop Capital reduced their price target 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. Macquarie Infrastructure reaffirmed a “neutral” rating and set a $115.00 price target on shares of CoreWeave in a research note on Tuesday, January 27th. Finally, Compass Point began coverage on shares of CoreWeave in a research report on Thursday, November 13th. They set a “buy” rating and a $150.00 price objective for the company. Seventeen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, CoreWeave has a consensus rating of “Moderate Buy” and a consensus price target of $124.34.

CoreWeave Price Performance

NASDAQ CRWV traded down $18.07 on Friday, reaching $79.56. The company had a trading volume of 67,753,761 shares, compared to its average volume of 22,380,874. 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 market capitalization of $30.74 billion and a PE ratio of -24.86. The firm’s 50 day moving average price is $88.88 and its 200 day moving average price is $99.95. CoreWeave has a 12 month low of $33.51 and a 12 month high of $187.00.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 35.39%. 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.

Insider Activity at CoreWeave

In other CoreWeave news, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $87.75, for a total value of $24,679,687.50. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Brannin Mcbee sold 102,835 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $78.61, for a total transaction of $8,083,859.35. Following the completion of the sale, the insider directly owned 185,181 shares of the company’s stock, valued at approximately $14,557,078.41. The trade was a 35.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 4,650,896 shares of company stock worth $397,218,577.

Hedge Funds Weigh In On CoreWeave

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

Trending Headlines about CoreWeave

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

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.