CoreWeave (NASDAQ:CRWV) Earns Outperform Rating from Analysts at Oppenheimer

Investment analysts at Oppenheimer started coverage on shares of CoreWeave (NASDAQ:CRWV) in a note issued to investors on Friday. The brokerage set an “outperform” rating and a $140.00 price target on the stock. Oppenheimer’s target price indicates a potential upside of 92.23% from the stock’s current price.

CRWV has been the topic of a number of other research reports. Loop Capital lowered their price target on CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, November 12th. Mizuho reduced their price objective on CoreWeave from $100.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday, February 27th. UBS Group restated a “neutral” rating on shares of CoreWeave in a research report on Friday, January 16th. Bank of America cut their target price on CoreWeave from $168.00 to $140.00 and set a “neutral” rating for the company in a research note on Tuesday, November 11th. Finally, Stifel Nicolaus set a $120.00 price target on shares of CoreWeave in a research report on Tuesday, November 11th. Eighteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $122.35.

CoreWeave Trading Down 2.7%

Shares of CRWV stock opened at $72.83 on Friday. The stock has a market capitalization of $30.52 billion and a price-to-earnings ratio of -22.76. The company’s fifty day simple moving average is $88.54 and its two-hundred day simple moving average is $98.84. CoreWeave has a 1 year low of $33.51 and a 1 year high of $187.00. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The firm had revenue of $1.57 billion during the quarter. CoreWeave’s revenue for the quarter was up 110.4% compared to the same quarter last year.

Insider Buying and Selling at CoreWeave

In other news, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $87.75, for a total transaction of $24,679,687.50. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, insider Brannin Mcbee sold 102,835 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $73.57, for a total transaction of $7,565,570.95. Following the completion of the sale, the insider directly owned 185,181 shares of the company’s stock, valued at approximately $13,623,766.17. This trade represents a 35.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 4,340,085 shares of company stock valued at $373,147,282 over the last quarter.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. Sivia Capital Partners LLC purchased a new position in CoreWeave during the 2nd quarter worth $39,824,000. Envestnet Asset Management Inc. purchased a new position in CoreWeave during the second quarter worth about $1,729,000. Bank of New York Mellon Corp purchased a new stake in CoreWeave in the 2nd quarter valued at approximately $12,600,000. Huntington National Bank purchased a new stake in CoreWeave in the 2nd quarter valued at approximately $264,000. Finally, GPS Wealth Strategies Group LLC purchased a new position in shares of CoreWeave during the 2nd quarter worth approximately $92,000.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Multi‑year partnership with Perplexity to power AI inference workloads reinforces CoreWeave’s position in the high‑margin, high‑frequency inference market and supports the company’s large contracted backlog. CoreWeave Just Landed a Deal That Signals Where AI Is Headed
• Positive Sentiment: Analyst and industry writeups highlight the Perplexity deal’s revenue and strategic implications for inference demand, which could help re-rate long‑term multiples if capacity converts to revenue. Will Perplexity’s AI Workloads Accelerate CRWV’s Next Leg of Expansion?
• Neutral Sentiment: Comparative coverage (Palantir vs. CoreWeave) and conference presentations provide context on competitive positioning but don’t change near‑term cash burn or guidance. Palantir vs CoreWeave: Which is the Better Buy?
• Negative Sentiment: Multiple class‑action filings and law‑firm notices allege securities law violations tied to Q4 results and infrastructure delays; these increase legal risk and can prolong stock pressure. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave
• Negative Sentiment: Analyst coverage has turned cautious: Sanford C. Bernstein/other shops have pushed underperform/strong‑sell views and low $56ish targets, weighing on sentiment. Bernstein Coverage (summary)
• Negative Sentiment: Weak Q4 metrics, a large reported loss and “capex shock” concerns (high 2026 capex guidance) have spooked investors by spotlighting cash burn and execution risks. CoreWeave’s CapEx Shock Spooks The Market
• Negative Sentiment: Insider selling: CFO Nitin Agrawal disclosed a sale of shares, which investors often view negatively in the current context of weak results and legal headlines. SEC Form 4 disclosure
• Negative Sentiment: High‑profile media and commentators (e.g., Jim Cramer) preferring NVIDIA over CoreWeave reinforces rotation into larger, more profitable AI names. Jim Cramer on CoreWeave

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.