CoreWeave (NASDAQ:CRWV) Shares Up 1.8% – Time to Buy?

CoreWeave Inc. (NASDAQ:CRWV) traded up 1.8% on Thursday . The company traded as high as $98.29 and last traded at $97.14. 10,644,874 shares changed hands during mid-day trading, a decline of 60% from the average session volume of 26,697,201 shares. The stock had previously closed at $95.45.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA’s Q4 13F shows it maintained a position in CoreWeave, signaling continued strategic/investor confidence in CoreWeave’s role in AI infrastructure. NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges
• Positive Sentiment: Analyst and media coverage is bullish on CoreWeave’s growth prospects — Q4 revenue expectations, large backlog, and brand/marketing initiatives are cited as drivers for further upside. CoreWeave: Building Brand Power, Strong Q4 Ahead
• Positive Sentiment: Retail/long-term investor pieces highlight CoreWeave’s exposure to AI hyperscalers and its upside potential as the AI infrastructure market expands. Up Over 30% This Year, This AI Infrastructure Play Is Just Getting Started
• Neutral Sentiment: CoreWeave reports a very large revenue backlog (~$55.6B), which supports future revenue visibility but raises questions about timing and cash conversion given the company’s heavy leverage. This is a mixed fundamental signal for valuation and execution risk. $55 Billion Backlog Cannot Hide CoreWeave’s $29 Billion Debt Reality
• Neutral Sentiment: Some bullish commentary points to marketing and product initiatives (brand campaigns, new offerings) that could help revenue and customer retention, but these are medium-term drivers rather than immediate catalysts. CoreWeave Inc. (CRWV) Eyes Opportunities in Validating AI Performance and Costs
• Negative Sentiment: Multiple law firms have filed or are soliciting lead-plaintiff applications for securities fraud class actions alleging that CoreWeave and executives misled investors about scaling/infrastructure and guidance — a concentrated regulatory/legal overhang that can depress multiples and increase volatility. CoreWeave, Inc. (CRWV) Shareholders Investors Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Press coverage and filings cite alleged data-center delays and a prior ~16% stock drop tied to execution concerns; combined with reported insider selling, these items are immediate negative catalysts for sentiment and near-term price action. CoreWeave Lawsuits Put AI Capacity Claims And Execution Story Under Review

Wall Street Analyst Weigh In

Several brokerages recently weighed in on CRWV. HC Wainwright reissued a “buy” rating and issued a $180.00 target price on shares of CoreWeave in a research note on Wednesday, November 12th. Roth Mkm initiated coverage on shares of CoreWeave in a research report on Thursday, December 4th. They issued a “buy” rating and a $110.00 price objective for the company. Mizuho raised their target price on shares of CoreWeave from $92.00 to $100.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Loop Capital lowered their target price on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Finally, Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research note on Monday, January 26th. Seventeen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, CoreWeave presently has a consensus rating of “Moderate Buy” and a consensus target price of $125.45.

CoreWeave Trading Up 1.8%

The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49. The firm has a market capitalization of $37.53 billion and a price-to-earnings ratio of -66.99. The business has a fifty day moving average price of $86.30 and a 200 day moving average price of $101.12.

Insider Transactions at CoreWeave

In related news, insider Brannin Mcbee sold 25,500 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $95.94, for a total value of $2,446,470.00. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Michael N. Intrator sold 50,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $93.63, for a total transaction of $4,681,500.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 4,376,496 shares of company stock worth $365,602,333 over the last 90 days.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in CRWV. Vanguard Group Inc. grew its stake in shares of CoreWeave by 275.6% in the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after buying an additional 20,487,478 shares in the last quarter. Proficio Capital Partners LLC boosted its holdings in CoreWeave by 446,194.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after acquiring an additional 17,847,760 shares during the period. Deutsche Bank AG grew its position in CoreWeave by 22,624.0% in the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after acquiring an additional 3,796,077 shares in the last quarter. Altimeter Capital Management LP purchased a new stake in shares of CoreWeave during the fourth quarter valued at approximately $230,099,000. Finally, Alyeska Investment Group L.P. lifted its position in shares of CoreWeave by 300.0% during the fourth quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock worth $286,440,000 after purchasing an additional 3,000,000 shares in the last quarter.

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.