CoreWeave (NASDAQ:CRWV) Shares Up 9.3% – Should You Buy?

Shares of CoreWeave Inc. (NASDAQ:CRWV) shot up 9.3% on Tuesday . The stock traded as high as $99.37 and last traded at $99.30. 24,021,492 shares changed hands during mid-day trading, a decline of 11% from the average session volume of 27,033,365 shares. The stock had previously closed at $90.84.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Large institutional interest: ARK Invest disclosed a roughly $3.5M purchase of CRWV shares, signaling conviction from a high-profile AI-focused buyer ahead of earnings — a likely short-term bullish catalyst. Cathie Wood buys $3.5 million in Nvidia-backed stock ahead of earnings
• Positive Sentiment: Fundamental tailwinds: coverage highlights CoreWeave’s large revenue backlog and Nvidia partnerships — factors that support medium-term growth expectations and make the company a favored AI-infrastructure play. 2 Artificial Intelligence (AI) Stocks That Could Double in 2026
• Neutral Sentiment: Upcoming earnings and previews: multiple previews and valuation checks warn the Q4 print (due Feb. 26) is high-impact — results could either validate the backlog story or expose margin/scale issues. Expect volatility around the report. CoreWeave’s Q4 results due Feb. 26: What it means for CRWV stock
• Neutral Sentiment: Comparative/valuation discussion: analysts and outlets are debating CRWV vs. larger players (e.g., MSFT) and flagging mixed fair-value signals — this amplifies stock swings as investors price growth vs. execution risk. CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
• Negative Sentiment: Multiple securities class-action notices: several law firms have filed or are soliciting plaintiffs alleging CoreWeave misled investors about scaling/data-center timelines and revenue guidance — legal risk raises uncertainty and potential financial/management distraction. CoreWeave, Inc. (CRWV) Facing Securities Class Action Over Alleged Data Center Delays and Concealed Infrastructure Risks – Hagens Berman
• Negative Sentiment: Follow-on legal notices and deadlines: a wave of class-action reminder filings (Glancy, Bernstein, Rosen, others) emphasize the March 13 lead-plaintiff deadline — the volume of notices keeps legal risk front-and-center for traders. Deadline Alert: CoreWeave, Inc. (CRWV) Shareholders Urged To Contact Glancy Prongay Wolke & Rotter LLP
• Negative Sentiment: Execution/leverage concerns and insider activity: commentary warns CoreWeave’s leverage and recent analyst-driven downdrafts could hit shareholders if AI demand slows; an insider sale disclosed earlier adds to headline risk. Eric Jackson Says CoreWeave’s Leverage Could Threaten Shareholders If AI Demand Slows Insider Sells $26.6M in Stock

Analyst Ratings Changes

Several equities research analysts recently commented on CRWV shares. Compass Point assumed coverage on CoreWeave in a research note on Thursday, November 13th. They issued a “buy” rating and a $150.00 price target for the company. DA Davidson raised shares of CoreWeave from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $68.00 to $110.00 in a research report on Monday, January 26th. Barclays cut their price target on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a report on Monday, January 12th. Weiss Ratings reissued a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Finally, UBS Group reaffirmed a “neutral” rating on shares of CoreWeave in a research report on Friday, January 16th. Seventeen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $125.45.

CoreWeave Price Performance

The firm has a market cap of $38.37 billion and a P/E ratio of -68.48. The stock’s 50-day moving average is $87.08 and its 200-day moving average is $100.62. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66.

Insider Buying and Selling at CoreWeave

In other news, CEO Michael N. Intrator sold 111,427 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $72.39, for a total transaction of $8,066,200.53. Following the completion of the transaction, the chief executive officer directly owned 5,922,620 shares of the company’s stock, valued at approximately $428,738,461.80. This trade represents a 1.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Brannin Mcbee sold 102,835 shares of CoreWeave stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $83.80, for a total value of $8,617,573.00. Following the sale, the insider directly owned 185,181 shares in the company, valued at $15,518,167.80. The trade was a 35.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 4,820,751 shares of company stock valued at $407,231,149 in the last quarter.

Hedge Funds Weigh In On CoreWeave

A number of institutional investors and hedge funds have recently added to or reduced their stakes in CRWV. Renaissance Capital LLC lifted its holdings in CoreWeave by 49.9% during the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock worth $6,454,000 after buying an additional 15,697 shares in the last quarter. Munro Partners lifted its stake in shares of CoreWeave by 5,272.4% during the third 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 during the period. AE Wealth Management LLC bought a new position in CoreWeave in the third quarter valued at about $4,241,000. Rockline Wealth Management LLC acquired a new stake in CoreWeave in the second quarter worth about $951,000. Finally, HWG Holdings LP bought a new stake in CoreWeave during the 3rd quarter worth about $1,863,000.

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.