CoreWeave (NASDAQ:CRWV) Shares Up 10.7% After Analyst Upgrade

Shares of CoreWeave Inc. (NASDAQ:CRWV) traded up 10.7% during mid-day trading on Tuesday after Deutsche Bank Aktiengesellschaft upgraded the stock from a hold rating to a buy rating. Deutsche Bank Aktiengesellschaft now has a $140.00 price target on the stock, up from their previous price target of $100.00. CoreWeave traded as high as $111.79 and last traded at $108.86. 47,968,940 shares traded hands during trading, an increase of 61% from the average session volume of 29,756,709 shares. The stock had previously closed at $98.31.

Several other brokerages have also recently issued reports on CRWV. The Goldman Sachs Group began coverage on CoreWeave in a research report on Monday, January 12th. They set a “neutral” rating and a $86.00 price target on the stock. Stifel Nicolaus set a $120.00 target price on CoreWeave in a report on Tuesday, November 11th. Melius Research set a $140.00 price target on shares of CoreWeave in a report on Tuesday, November 11th. Roth Mkm assumed coverage on shares of CoreWeave in a research note on Thursday, December 4th. They issued a “buy” rating and a $110.00 price objective on the stock. Finally, Citigroup reiterated a “buy” rating and issued a $135.00 target price (down from $192.00) on shares of CoreWeave in a report on Friday, December 19th. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $127.27.

Insider Buying and Selling

In other CoreWeave news, CEO Michael N. Intrator sold 111,427 shares of the business’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $72.39, for a total transaction of $8,066,200.53. Following the sale, the chief executive officer directly owned 5,922,620 shares of the company’s stock, valued at $428,738,461.80. The trade was a 1.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, major shareholder Magnetar Financial Llc sold 331,324 shares of the firm’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $135.65, for a total value of $44,944,100.60. Following the completion of the sale, the insider directly owned 299,543 shares of the company’s stock, valued at approximately $40,633,007.95. This trade represents a 52.52% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 4,670,633 shares of company stock valued at $424,518,081.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed another $2 billion and expanded its AI-infrastructure partnership with CoreWeave, buying stock at $87.20 to accelerate a multi‑GW AI data‑center buildout — a clear signal of commercial validation for CoreWeave’s growth story. Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Sell‑side momentum: DA Davidson upgraded CRWV to Buy (raised price target), and other outlets highlighted renewed investor interest — reinforcing demand from growth‑oriented funds. DA Davidson upgrades CoreWeave to Buy
• Positive Sentiment: Heavy trading and AI‑leadership rotation: volume surged well above average as the Nvidia news refocused investors on AI infrastructure leaders, adding liquidity and upward price pressure. Stock Market Today, Jan. 27: Nvidia’s $2 Billion Bet Lifts CoreWeave
• Neutral Sentiment: Analyst mix: Macquarie reaffirmed a “neutral” rating with a $115 target and Needham kept a hold — signaling that while growth expectations are strong, some analysts still see execution and valuation questions. Macquarie reaffirms neutral on CoreWeave
• Negative Sentiment: Widespread securities‑fraud litigation notices and multiple class‑action filings allege the company misled investors about its ability to scale and meet revenue guidance — a material legal overhang that can pressure sentiment and increase costs. Hagens Berman investigating claims against CoreWeave
• Negative Sentiment: Additional law firms (Pomerantz, Berger Montague, Rosen, BFA and others) have announced suits or investor alerts, amplifying the legal risk and the March 13 deadlines for lead‑plaintiff action. Pomerantz files class action against CoreWeave
• Negative Sentiment: Insider selling was reported (~$25.8M), and critical commentary (including a Seeking Alpha piece arguing valuation/execution concerns) add to short‑term caution for some investors. Insider selling: CoreWeave insider sells $25.8M CoreWeave: A $100B+ Problem (Seeking Alpha)

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Warm Springs Advisors Inc. raised its stake in shares of CoreWeave by 40.0% in the 4th quarter. Warm Springs Advisors Inc. now owns 35,000 shares of the company’s stock valued at $2,506,000 after acquiring an additional 10,000 shares in the last quarter. Zurcher Kantonalbank Zurich Cantonalbank lifted its stake in shares of CoreWeave by 6,022.0% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 112,768 shares of the company’s stock worth $8,075,000 after buying an additional 110,926 shares during the last quarter. Bosman Wealth Management LLC boosted its holdings in shares of CoreWeave by 385.1% during the 4th quarter. Bosman Wealth Management LLC now owns 23,937 shares of the company’s stock worth $1,714,000 after buying an additional 19,003 shares during the period. Asset Management One Co. Ltd. acquired a new position in CoreWeave in the 4th quarter valued at $4,797,000. Finally, Merit Financial Group LLC raised its holdings in CoreWeave by 190.8% in the 4th quarter. Merit Financial Group LLC now owns 6,157 shares of the company’s stock worth $441,000 after acquiring an additional 4,040 shares during the period.

CoreWeave Stock Up 10.7%

The stock has a market cap of $42.06 billion and a P/E ratio of -75.08. 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 firm’s fifty day moving average is $81.66 and its 200 day moving average is $104.24.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings results on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.36) by $0.14. The business had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period in the prior year, the business posted ($1.82) earnings per share. The company’s revenue for the quarter was up 133.7% compared to the same quarter last year.

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.