CoreWeave (NASDAQ:CRWV) Stock Price Down 6.1% on Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) traded down 6.1% during mid-day trading on Thursday following insider selling activity. The stock traded as low as $96.10 and last traded at $99.53. 30,637,222 shares traded hands during trading, an increase of 1% from the average session volume of 30,218,545 shares. The stock had previously closed at $106.02.

Specifically, insider Brannin Mcbee sold 3,000 shares of the stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $101.49, for a total value of $304,470.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Brannin Mcbee sold 102,830 shares of the business’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $101.45, for a total transaction of $10,432,103.50. Following the sale, the insider directly owned 248,664 shares in the company, valued at approximately $25,226,962.80. The trade was a 29.26% decrease in their position. The SEC filing for this sale provides additional information. In other news, insider Brannin Mcbee sold 25,500 shares of the company’s stock in a transaction on Monday, January 26th. The shares were sold at an average price of $101.45, for a total transaction of $2,586,975.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on CRWV shares. UBS Group restated a “neutral” rating on shares of CoreWeave in a research report on Friday, January 16th. HC Wainwright reissued a “buy” rating and set a $180.00 price target on shares of CoreWeave in a research note on Wednesday, November 12th. Cantor Fitzgerald restated an “overweight” rating and set a $174.00 price target on shares of CoreWeave in a report on Wednesday, November 5th. Needham & Company LLC reaffirmed a “hold” rating on shares of CoreWeave in a research note on Monday. Finally, Morgan Stanley raised their price objective on shares of CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a report on Tuesday, November 11th. Eighteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $127.27.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed a large equity backing to accelerate CoreWeave’s AI buildout, which bulls view as strategic validation of demand and helped trigger recent analyst upgrades (Deutsche Bank raised its PT). NVIDIA and CoreWeave strengthen collaboration
• Positive Sentiment: Analyst coverage and sector commentary point to long‑term upside for AI infrastructure names, with some firms (Deutsche Bank, others) upgrading or raising price targets after the Nvidia news. CoreWeave’s NVIDIA Boost Fueled a Rally
• Neutral Sentiment: Coverage highlights both upside and execution risk — pieces from Seeking Alpha and Zacks analyze the company’s improved deployment odds but note remaining operational and financing risks. Why CoreWeave Suddenly De-Risked
• Neutral Sentiment: Sector stories and “stocks to buy” roundups include CoreWeave among AI/data‑center winners, supporting momentum but leaving valuation and execution questions in focus. 5 Stocks to Buy in February
• Negative Sentiment: Multiple law firms have announced and promoted securities‑fraud class actions alleging undisclosed deployment issues and investor losses tied to 2025 disclosures; lead plaintiff deadline is March 13, 2026 — this legal overhang is a near‑term negative catalyst. CRWV Investors Have Opportunity to Lead CoreWeave Securities Fraud Lawsuit
• Negative Sentiment: Numerous other firms (Bragar Eagel & Squire, Levi & Korsinsky, Pomerantz, Bleichmar Fonti & Auld, Hagens Berman, Portnoy, etc.) issued notices about the same or related suits — magnifying publicity and potential liability/settlement risk. Bragar Eagel & Squire alert
• Negative Sentiment: Material insider selling: a named insider (Brannin Mcbee) disclosed large sales (~102,830 shares plus other tranches), which can amplify downside pressure and investor concern about near‑term insider confidence. SEC Form 4 filing
• Negative Sentiment: Analyst caution around CoreWeave’s financing costs and leverage: some firms warn Nvidia’s equity infusion may reflect constrained funding options and elevated interest burdens, increasing sensitivity to execution shortfalls. MarketBeat analyst note

CoreWeave Stock Down 6.1%

The stock’s 50-day moving average price is $82.89 and its 200-day moving average price is $104.22. 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 stock has a market cap of $38.46 billion and a price-to-earnings ratio of -68.64.

CoreWeave (NASDAQ:CRWV) last announced 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 the consensus estimate of $1.28 billion. CoreWeave’s quarterly revenue was up 133.7% on a year-over-year basis. During the same period in the prior year, the business earned ($1.82) EPS.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Family Legacy Financial Solutions LLC increased its holdings in CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares in the last quarter. HighMark Wealth Management LLC acquired a new stake 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 acquired a new position in shares of CoreWeave during the 3rd quarter valued at $27,000. Finally, Princeton Global Asset Management LLC bought a new position in CoreWeave during the third quarter worth $28,000.

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.