CoreWeave’s (CRWV) “Buy” Rating Reiterated at HC Wainwright

HC Wainwright reaffirmed their buy rating on shares of CoreWeave (NASDAQ:CRWV) in a research report report published on Monday morning,Benzinga reports. They currently have a $180.00 target price on the stock.

Other analysts also recently issued reports about the stock. Mizuho cut their price target on shares of CoreWeave from $100.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday, February 27th. Macquarie Infrastructure reaffirmed a “neutral” rating and issued a $115.00 target price on shares of CoreWeave in a research note on Tuesday, January 27th. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a report on Friday, February 27th. Stifel Nicolaus set a $120.00 price target on shares of CoreWeave in a report on Tuesday, November 11th. Finally, Morgan Stanley upped their price objective on shares of CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. Seventeen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, CoreWeave has an average rating of “Moderate Buy” and an average target price of $124.03.

CoreWeave Stock Performance

Shares of CoreWeave stock opened at $79.50 on Monday. The firm has a fifty day moving average of $88.63 and a two-hundred day moving average of $99.01. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.49 and a current ratio of 0.46. The stock has a market capitalization of $33.31 billion and a price-to-earnings ratio of -24.84. CoreWeave has a 52 week low of $33.51 and a 52 week high of $187.00.

CoreWeave (NASDAQ:CRWV) last announced 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 return on equity of 33.82% and a negative net margin of 22.75%.The company had revenue of $1.57 billion for the quarter. The firm’s revenue was up 110.4% compared to the same quarter last year.

Insider Activity at CoreWeave

In other CoreWeave news, CEO Michael N. Intrator sold 32,456 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $99.95, for a total transaction of $3,243,977.20. Following the completion of the transaction, the chief executive officer owned 5,731,412 shares in the company, valued at approximately $572,854,629.40. This represents a 0.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Chen Goldberg sold 18,950 shares of CoreWeave stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $90.84, for a total value of $1,721,418.00. Following the completion of the sale, the executive vice president directly owned 58,689 shares in the company, valued at $5,331,308.76. This represents a 24.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 4,336,165 shares of company stock valued at $372,860,338 over the last three months.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. SHP Wealth Management acquired a new stake in CoreWeave in the 4th quarter valued at approximately $106,000. WMS Group LLC acquired a new position in CoreWeave during the 4th quarter worth approximately $213,000. Caitong International Asset Management Co. Ltd grew its stake in shares of CoreWeave by 35.8% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 139,511 shares of the company’s stock worth $9,990,000 after acquiring an additional 36,785 shares in the last quarter. Clearwave Capital LLC acquired a new stake in shares of CoreWeave in the fourth quarter valued at approximately $386,000. Finally, Alpine Global Management LLC lifted its position in shares of CoreWeave by 34,895.7% in the fourth quarter. Alpine Global Management LLC now owns 8,049 shares of the company’s stock worth $576,000 after purchasing an additional 8,026 shares in the last quarter.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multi‑year agreement to power Perplexity’s AI inference workloads — a bellwether customer win that validates CoreWeave’s specialization in low‑latency inference infrastructure and likely supports revenue consistency from high‑volume inference demand. CoreWeave Announces Agreement to Power Perplexity’s AI Inference Workloads
• Positive Sentiment: Management points to a very large, contractually secured backlog (~$66.8B per recent coverage), which underpins multi‑year revenue visibility and is a central bullish argument that investors cite when valuing future cash flows. CoreWeave press release / company disclosure
• Positive Sentiment: Some sell‑side support persists: H.C. Wainwright reiterated a Buy and Citi/other firms continue to cover the name (Citigroup lowered its price target but maintained a Buy), leaving analyst attention and potential institutional interest intact. Benzinga (Citigroup price target note)
• Neutral Sentiment: Short‑interest reports in early March show effectively no reported short position (data here is noisy/unusual), so short‑covering dynamics are not a clear driver right now.
• Negative Sentiment: Multiple securities‑fraud class actions and a flurry of law‑firm notices (lead‑plaintiff deadlines around March 13) have emerged following Q4 weakness — this legal overhang increases uncertainty and can pressure sentiment and trading. Hagens Berman / GlobeNewswire
• Negative Sentiment: Q4 results showed explosive revenue growth but a larger net loss (reported ~$452M) and an EPS miss; management’s heavy capex plan and higher interest expense have raised execution and leverage concerns that drove recent steep share declines. Seeking Alpha (Q4 analysis)
• Negative Sentiment: Coverage and opinion pieces range from “bargain” to “warning”/downgrade calls; negative headlines (earnings miss, heavy capex, allegations) and reports of insider selling have amplified volatility and contributed to recent selling pressure. Seeking Alpha (rating downgrade/opinion) 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.