CoreWeave (NASDAQ:CRWV) Shares Down 1.4% on Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) fell 1.4% on Tuesday after an insider sold shares in the company. The stock traded as low as $73.65 and last traded at $73.90. 13,186,573 shares traded hands during trading, a decline of 47% from the average session volume of 24,679,041 shares. The stock had previously closed at $74.92.

Specifically, insider Brian M. Venturo sold 281,250 shares of the stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $79.36, for a total transaction of $22,320,000.00. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on CRWV. Jefferies Financial Group decreased their price objective on CoreWeave from $180.00 to $155.00 and set a “buy” rating on the stock in a research note on Tuesday, November 11th. The Goldman Sachs Group decreased their price target on CoreWeave from $120.00 to $105.00 and set a “neutral” rating on the stock in a research report on Monday, November 17th. Raymond James Financial began coverage on shares of CoreWeave in a report on Monday, September 15th. They issued an “outperform” rating and a $130.00 price target on the stock. Macquarie reduced their price objective on shares of CoreWeave from $140.00 to $115.00 and set a “neutral” rating for the company in a research note on Tuesday, November 11th. Finally, Citizens Jmp raised shares of CoreWeave from a “market perform” rating to an “outperform” rating and set a $180.00 target price on the stock in a report on Tuesday, September 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $127.70.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Q3 2025 adjusted EBITDA was reported at about $838M with margins above 60%, supporting a high-profitability thesis and suggesting CoreWeave’s AI-optimized infrastructure and contracted demand can sustain cash generation. Can CoreWeave Maintain More Than 60% EBITDA Margins Amid Rising CapEx?
• Positive Sentiment: Investor write-ups argue the selloff may have overshot fundamentals because demand for “agentic” AI compute creates a durable revenue floor for CoreWeave’s GPU capacity — a constructive long-term demand argument. CoreWeave Selloff Ignores Agentic AI Compute Floor
• Neutral Sentiment: Comparisons with peers (e.g., Nebius) show CoreWeave’s scale and backlog strengths, but analysts flag rising leverage, supply delays and softer guidance as mixed signals for near-term growth execution. CoreWeave vs. Nebius
• Negative Sentiment: Multiple law firms have opened investigations into CoreWeave (Schall Law Firm), signaling potential securities litigation or disclosure-related claims that increase headline and legal-risk for the stock. CRWV Investors Have Opportunity to Join CoreWeave, Inc. Fraud Investigation with the Schall Law Firm
• Negative Sentiment: Additional firms (Pomerantz; Kessler Topaz Meltzer & Check) are soliciting investors, increasing the likelihood of class-action filings and prolonging uncertainty. This legal overhang can pressure the share price until resolved. Pomerantz Law Firm Investigates Claims
• Negative Sentiment: Insider selling: Brian Venturo sold 281,250 shares (~$22.3M at ~$79.36 avg), which investors often interpret as a negative signal on near-term insider conviction. SEC Form 4 — Brian Venturo

CoreWeave Trading Down 1.4%

The company has a market cap of $28.55 billion and a P/E ratio of -50.97. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66. The business has a 50 day moving average price of $90.62 and a 200-day moving average price of $114.45.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The firm had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the previous year, the firm posted ($1.82) earnings per share. CoreWeave’s quarterly revenue was up 133.7% on a year-over-year basis.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Family Legacy Financial Solutions LLC lifted its position in shares of CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after buying an additional 125 shares during the last quarter. HighMark Wealth Management LLC bought a new position in shares of CoreWeave during the 3rd quarter worth approximately $27,000. OLD Second National Bank of Aurora bought a new stake in shares of CoreWeave in the 3rd quarter valued at $27,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of CoreWeave in the 3rd quarter valued at $27,000. Finally, Princeton Global Asset Management LLC acquired a new position in shares of CoreWeave during the 3rd quarter valued at $28,000.

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.