CoreWeave (NASDAQ:CRWV) Insider Sells 1,256 Shares of Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Jeff Baker sold 1,256 shares of the business’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $91.88, for a total value of $115,401.28. Following the transaction, the insider owned 8,337 shares of the company’s stock, valued at approximately $766,003.56. The trade was a 13.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Jeff Baker also recently made the following trade(s):

• On Wednesday, July 29th, Jeff Baker sold 6,455 shares of CoreWeave stock. The shares were sold at an average price of $66.51, for a total transaction of $429,322.05.
• On Tuesday, June 30th, Jeff Baker sold 4 shares of CoreWeave stock. The shares were sold at an average price of $95.69, for a total transaction of $382.76.

CoreWeave Stock Down 2.1%

Shares of NASDAQ CRWV traded down $1.91 during mid-day trading on Friday, reaching $87.85. 22,074,299 shares of the company were exchanged, compared to its average volume of 33,432,112. CoreWeave Inc. has a 52 week low of $60.55 and a 52 week high of $153.20. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.46 and a current ratio of 0.46. The company’s 50 day moving average price is $89.99 and its 200 day moving average price is $94.74.

CoreWeave (NASDAQ:CRWV) last released its earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating analysts’ consensus estimates of ($1.52) by $0.38. The business had revenue of $2.58 billion for the quarter. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The firm’s revenue was up 112.5% compared to the same quarter last year. During the same period in the prior year, the company earned ($0.27) EPS. As a group, research analysts predict that CoreWeave Inc. will post -5.17 EPS for the current fiscal year.

Institutional Trading of CoreWeave

A number of hedge funds have recently bought and sold shares of the company. Cornerstone Planning Group LLC lifted its stake in shares of CoreWeave by 272.8% in the 4th quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after purchasing an additional 251 shares during the period. Cullen Frost Bankers Inc. lifted its stake in shares of CoreWeave by 45.8% during the 4th quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after buying an additional 121 shares in the last quarter. Greenline Wealth Management LLC bought a new position in shares of CoreWeave in the fourth quarter worth about $28,000. Essential Partners LLC bought a new position in CoreWeave in the 2nd quarter worth approximately $30,000. Finally, Peterson Wealth Services boosted its position in shares of CoreWeave by 153.1% during the first quarter. Peterson Wealth Services now owns 405 shares of the company’s stock worth $31,000 after acquiring an additional 245 shares during the last quarter.

Analyst Upgrades and Downgrades

Several research firms have weighed in on CRWV. The Goldman Sachs Group increased their price objective on CoreWeave from $121.00 to $139.00 and gave the stock a “neutral” rating in a report on Friday. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a report on Thursday, August 13th. Piper Sandler reiterated an “overweight” rating and issued a $153.00 price target (up from $151.00) on shares of CoreWeave in a research note on Wednesday, August 12th. Sanford C. Bernstein raised their price objective on CoreWeave from $67.00 to $74.00 and gave the company an “underperform” rating in a research report on Wednesday, August 12th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $250.00 target price on shares of CoreWeave in a report on Wednesday, August 12th. Twenty-one analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $141.57.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multiyear agreement with Hudson River Trading (HRT) to provide AI infrastructure for trading research and model development. The deal reportedly could be worth billions and will use NVIDIA’s next-generation Vera Rubin NVL72 platform and Spectrum-X networking, expanding CoreWeave’s exposure to financial-services customers and supporting demand visibility. Hudson River Trading agreement
• Positive Sentiment: Analysts continue to point to CoreWeave’s powerful growth: recent quarterly revenue rose 112.5% year over year to $2.58 billion, while its backlog reached more than $104 billion. A bullish research view cited improving margins, operating leverage and strong AI demand, although it acknowledged capital-intensity risks. CoreWeave growth and valuation analysis
• Neutral Sentiment: Short seller Martin Shkreli reportedly covered his CoreWeave position after holding it for roughly a week. The move removes one source of short-selling pressure but is not necessarily a bullish signal, particularly as the stock continued to face broader volatility. Martin Shkreli covers CoreWeave short
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares for approximately $29.5 million at an average price of $95.72. The sales were made under a pre-arranged Rule 10b5-1 plan, and he still owns a significant stake, but the size of the transaction weighed on sentiment and raised concerns about insider selling. CoreWeave CEO share sale
• Negative Sentiment: Bearish commentary argues that CoreWeave’s highly leveraged business model could struggle if AI infrastructure spending slows, capacity becomes excessive or interest rates remain elevated. With a debt-to-equity ratio above 5 and negative earnings, investors remain sensitive to funding costs, dilution risk and the company’s path to profitability. CoreWeave leverage and market risks
• Negative Sentiment: Northland Securities’ estimates show continued losses through 2027, including projected fiscal 2026 EPS of negative $5.50 and fiscal 2027 EPS of negative $3.18, although the firm expects a return to quarterly profitability in the fourth quarter of 2027. CoreWeave analyst estimates

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.