CoreWeave (NASDAQ:CRWV) Given New $125.00 Price Target at DA Davidson

CoreWeave (NASDAQ:CRWV) had its price objective hoisted by stock analysts at DA Davidson from $110.00 to $125.00 in a report issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. DA Davidson’s price objective points to a potential upside of 53.81% from the company’s previous close.

A number of other equities research analysts have also weighed in on CRWV. Morgan Stanley raised their price objective on shares of CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a report on Tuesday, November 11th. Bank of America cut their price target on CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research note on Tuesday, November 11th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Macquarie Infrastructure reissued a “neutral” rating and set a $115.00 target price on shares of CoreWeave in a research report on Tuesday, January 27th. Finally, The Goldman Sachs Group assumed coverage on CoreWeave in a research note on Monday, January 12th. They set a “neutral” rating and a $86.00 target price for the company. Seventeen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $124.48.

CoreWeave Stock Down 16.8%

Shares of CRWV traded down $16.36 during midday trading on Friday, hitting $81.27. The company had a trading volume of 20,125,761 shares, compared to its average volume of 26,534,943. CoreWeave has a 1 year low of $33.51 and a 1 year high of $187.00. The firm has a market capitalization of $31.40 billion and a P/E ratio of -56.05. 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 company’s 50-day simple moving average is $88.95 and its 200-day simple moving average is $100.37.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The company had revenue of $1.57 billion for the quarter. The firm’s revenue for the quarter was up 110.4% compared to the same quarter last year.

Insider Activity at CoreWeave

In other news, insider Brannin Mcbee sold 102,835 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $78.61, for a total value of $8,083,859.35. Following the transaction, the insider 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Brian M. Venturo sold 281,250 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $87.75, for a total value of $24,679,687.50. The SEC filing for this sale provides additional information. Insiders have sold 4,565,769 shares of company stock worth $388,715,556 in the last quarter.

Hedge Funds Weigh In On CoreWeave

A number of large investors have recently bought and sold shares of the company. Hazlett Burt & Watson Inc. lifted its stake in shares of CoreWeave by 34.7% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock worth $33,000 after acquiring an additional 119 shares during the period. Chilton Capital Management LLC raised its holdings in CoreWeave by 50.2% during the third quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock worth $50,000 after purchasing an additional 121 shares in the last quarter. Cullen Frost Bankers Inc. lifted its position in CoreWeave by 45.8% in the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after purchasing an additional 121 shares during the period. Family Legacy Financial Solutions LLC boosted its holdings in CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its position in CoreWeave by 26.3% during the 4th quarter. Parkside Financial Bank & Trust now owns 600 shares of the company’s stock worth $43,000 after purchasing an additional 125 shares during the period.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Revenue beat and record backlog support growth thesis: CoreWeave topped Q4 revenue estimates as AI demand pushed platform usage and backlog approached ~$67B, evidence of strong contracted demand. CNBC: CoreWeave beats revenue
• Positive Sentiment: High revenue guidance and large contracted pipeline: Management is targeting substantially higher FY26 revenue (company guidance implies a step-up in scale), which underpins the long-term growth story if margins recover as capacity ramps. Press release / slide deck
• Positive Sentiment: Strategic financing / partner support: Reports note syndication of large loans tied to long-term customer contracts and renewed Nvidia interest via a multibillion equity tie‑up, which can de‑risk expansion financing. Yahoo Finance: financing and Nvidia
• Neutral Sentiment: Analyst mix: Citizens Jmp reaffirmed a “market outperform” rating with a $180 target, while Needham left a “hold” — showing divergent views on payoff from current spending. Benzinga: analyst notes
• Neutral Sentiment: Mixed quarter — revenue growth strong but profitability lagging: Revenue surged >100% YoY, yet adjusted losses widened and EPS missed consensus, leaving the report technically mixed for traders. MarketBeat: earnings summary
• Negative Sentiment: Doubling capital expenditure raises margin and return concerns: Plans to materially increase capex this year triggered investor worry about near‑term margin pressure and the effectiveness of the spend. That prompted heavy selling in pre‑market trade. Reuters: capex concerns
• Negative Sentiment: Rising debt, interest costs and wider losses: Coverage (Barron’s/MSN) highlights growing interest expense and higher leverage after the quarter, which amplifies execution and liquidity risk while capex is ramping. Barron’s: debt and losses
• Negative Sentiment: Multiple securities‑fraud class action notices filed: Several law firms have announced suits and lead‑plaintiff deadlines alleging disclosure issues around data‑center delays and infrastructure risks — a reputational and legal overhang. Pomerantz PR: class action
• Negative Sentiment: Insider selling and short‑term selling pressure: Reports of insider sales and sizable short interest increases add to near‑term headwinds for the stock. AmericanBankingNews: insider selling

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.