Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells 100,000 Shares of Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Brannin Mcbee sold 100,000 shares of the business’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $82.53, for a total value of $8,253,000.00. Following the sale, the insider directly owned 248,664 shares in the company, valued at $20,522,239.92. This trade represents a 28.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Brannin Mcbee also recently made the following trade(s):

• On Monday, March 23rd, Brannin Mcbee sold 43,750 shares of CoreWeave stock. The shares were sold at an average price of $82.53, for a total transaction of $3,610,687.50.
• On Monday, March 23rd, Brannin Mcbee sold 22,915 shares of CoreWeave stock. The shares were sold at an average price of $82.53, for a total transaction of $1,891,174.95.
• On Monday, March 16th, Brannin Mcbee sold 43,750 shares of CoreWeave stock. The shares were sold at an average price of $84.44, for a total value of $3,694,250.00.
• On Monday, March 16th, Brannin Mcbee sold 100,000 shares of CoreWeave stock. The stock was sold at an average price of $84.44, for a total value of $8,444,000.00.
• On Monday, March 16th, Brannin Mcbee sold 22,915 shares of CoreWeave stock. The stock was sold at an average price of $84.44, for a total transaction of $1,934,942.60.
• On Monday, March 9th, Brannin Mcbee sold 181,245 shares of CoreWeave stock. The shares were sold at an average price of $72.61, for a total transaction of $13,160,199.45.
• On Monday, March 9th, Brannin Mcbee sold 300,000 shares of CoreWeave stock. The shares were sold at an average price of $72.61, for a total value of $21,783,000.00.
• On Monday, March 9th, Brannin Mcbee sold 18,750 shares of CoreWeave stock. The shares were sold at an average price of $72.61, for a total value of $1,361,437.50.
• On Tuesday, February 17th, Brannin Mcbee sold 25,000 shares of CoreWeave stock. The stock was sold at an average price of $91.73, for a total transaction of $2,293,250.00.
• On Tuesday, February 17th, Brannin Mcbee sold 102,830 shares of CoreWeave stock. The stock was sold at an average price of $91.73, for a total transaction of $9,432,595.90.

CoreWeave Stock Up 5.5%

Shares of CRWV traded up $4.56 during trading hours on Wednesday, hitting $87.58. 19,044,360 shares of the company were exchanged, compared to its average volume of 24,808,598. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.46 and a current ratio of 0.46. The firm’s 50 day moving average is $89.08 and its 200-day moving average is $97.55. CoreWeave Inc. has a 52 week low of $33.51 and a 52 week high of $187.00.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate 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 company had revenue of $1.57 billion for the quarter. The business’s quarterly revenue was up 110.4% on a year-over-year basis.

Institutional Investors Weigh In On CoreWeave

Institutional investors have recently added to or reduced their stakes in the stock. Renaissance Capital LLC grew its stake in shares of CoreWeave by 49.9% in the third quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock valued at $6,454,000 after buying an additional 15,697 shares in the last quarter. Munro Partners grew its stake in CoreWeave by 5,272.4% in the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after buying an additional 605,010 shares during the last quarter. AE Wealth Management LLC bought a new position in shares of CoreWeave during the third quarter worth approximately $4,241,000. HWG Holdings LP bought a new position in CoreWeave during the 3rd quarter worth $1,863,000. Finally, Liontrust Investment Partners LLP bought a new position in CoreWeave during the second quarter worth about $5,692,000.

Analysts Set New Price Targets

Several research firms have recently issued reports on CRWV. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a report on Friday, February 27th. HC Wainwright reiterated a “buy” rating and set a $180.00 price objective on shares of CoreWeave in a research note on Monday, March 2nd. Citizens Jmp reaffirmed a “market outperform” rating and set a $180.00 price objective on shares of CoreWeave in a report on Friday, February 27th. Truist Financial lifted their price target on CoreWeave from $84.00 to $85.00 and gave the company a “hold” rating in a report on Friday, February 27th. Finally, DA Davidson boosted their price objective on shares of CoreWeave from $110.00 to $125.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $121.06.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: BofA upgraded CoreWeave to a “Buy” and set a $100 price target, citing the company’s AI positioning — the upgrade helped lift sentiment and likely triggered buying from institutions and momentum players. Analyst: AI Advantage Makes CoreWeave Stock a ‘Buy’
• Positive Sentiment: CoreWeave won a contract with Zonos to power AI-driven cross‑border commerce systems — a commercial win that may translate into multi‑year, recurring cloud revenue and better utilization for its GPU infrastructure. CoreWeave Selected by Zonos
• Positive Sentiment: Analyst writeups (Zacks) highlight the Zonos deal as the kind of recurring, enterprise SaaS-style revenue CoreWeave needs to stabilize growth and margins — reinforcing the view that new enterprise deals can improve revenue quality. CoreWeave Wins Zonos Contract: A New Recurring Revenue Opportunity?
• Neutral Sentiment: Valuation checks and commentary note the recent pullback has made CRWV more approachable for some investors, but opinions differ on whether the stock is fairly priced given execution risk and capex needs. Valuation Check After Recent Pullback
• Neutral Sentiment: Longer-form analysis frames CoreWeave as a “compelling risk/reward” but flags a capex backlog that could weigh on near‑term cash flow — mixed implications for investors balancing growth vs. profitability. Compelling Risk/Reward Despite Capex Backlog
• Neutral Sentiment: Commentary pieces argue CoreWeave (and peers) can counter AI skepticism if execution and product performance continue to improve — supportive narrative but not immediate catalyst. How CoreWeave Can Prove AI Doubters Wrong
• Negative Sentiment: A RiverPark investor letter and other coverage note shares have fallen at times despite >40% revenue growth, underscoring investor concern that top-line momentum hasn’t yet translated into sustainable profits. CoreWeave Fell Despite >40% Revenue Growth
• Negative Sentiment: Broader scrutiny (e.g., Michael Burry‑linked commentary) about accounting and depreciation for AI hardware could keep pressure on valuation multiples for GPU‑heavy cloud providers if regulators or investors demand more conservative assumptions. Was Michael Burry Right About AI Stocks?

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.