CoreWeave (NASDAQ:CRWV) Stock Price Down 9.5% Following Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) shares dropped 9.5% during trading on Thursday following insider selling activity. The stock traded as low as $74.00 and last traded at $74.65. Approximately 23,010,288 shares were traded during mid-day trading, a decline of 20% from the average daily volume of 28,893,949 shares. The stock had previously closed at $82.46.

Specifically, insider Brannin Mcbee sold 28,500 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $90.44, for a total transaction of $2,577,540.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Brannin Mcbee sold 102,830 shares of CoreWeave stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $90.43, for a total transaction of $9,298,916.90. Following the completion of the sale, the insider directly owned 248,664 shares in the company, valued at $22,486,685.52. This trade represents a 29.26% decrease in their position. The SEC filing for this sale provides additional information. In other CoreWeave news, insider Brannin Mcbee sold 35,335 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $90.43, for a total transaction of $3,195,344.05. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Analyst Ratings Changes

A number of research analysts have recently commented on CRWV shares. Wells Fargo & Company dropped their price target on CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Deutsche Bank Aktiengesellschaft raised shares of CoreWeave from a “hold” rating to a “buy” rating and upped their price objective for the company from $100.00 to $140.00 in a report on Tuesday, January 27th. Compass Point assumed coverage on shares of CoreWeave in a research note on Thursday, November 13th. They issued a “buy” rating and a $150.00 target price for the company. Bank of America dropped their price target on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research note on Tuesday, November 11th. Finally, HC Wainwright reiterated a “buy” rating and issued a $180.00 price objective on shares of CoreWeave in a research note on Wednesday, November 12th. Eighteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $127.27.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed roughly US$2 billion in backing for CoreWeave, a material strategic and liquidity vote that supports the company’s GPU capacity and long‑term scaling plans. Nvidia Backs CoreWeave With US$2b As Lawsuits And Valuation Loom
• Neutral Sentiment: Industry/analyst commentary argues recent price weakness was driven by sentiment after a modest guidance cut and that CoreWeave’s backlog and partnerships (Nvidia, Meta, OpenAI) support a bullish medium-term thesis — useful context but mostly opinion-based. CoreWeave: Deep P/S Discount Despite Nvidia’s Backing
• Negative Sentiment: A wave of plaintiff law firms has filed or solicited CoreWeave investors in a securities class action (lead‑plaintiff deadline March 13, 2026), creating a significant litigation overhang and headline risk that likely pressured the stock. ROSEN, TOP RANKED INVESTOR COUNSEL, Encourages CoreWeave, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – CRWV
• Negative Sentiment: Hagens Berman announced an investigation alleging CoreWeave misled the market about its ability to scale AI infrastructure and hit revenue targets — these specific allegations increase the chance of more serious regulatory or civil exposure. Hagens Berman Investigating Claims Against CoreWeave, Inc. (CRWV) Over Alleged Data Center Delays and Concealed Infrastructure Risks
• Negative Sentiment: Significant insider selling by Brannin McBee (SEC Form 4 filings show multiple large dispositions) has been disclosed; markets often view large insider sales as a negative signal even if proceeds were for personal/liquidity reasons. SEC Form 4 disclosure — insider sales

CoreWeave Price Performance

The stock has a market capitalization of $28.84 billion and a PE ratio of -51.48. The business’s 50-day moving average price is $84.17 and its 200 day moving average price is $102.54. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data 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 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 posted ($1.82) EPS.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the business. Sivia Capital Partners LLC purchased a new stake in CoreWeave in the second quarter valued at approximately $39,824,000. Janney Montgomery Scott LLC bought a new position in shares of CoreWeave in the 2nd quarter worth $757,000. Truist Financial Corp purchased a new stake in shares of CoreWeave during the 2nd quarter valued at $2,562,000. Wealthcare Advisory Partners LLC purchased a new stake in shares of CoreWeave during the 2nd quarter valued at $248,000. Finally, Belpointe Asset Management LLC bought a new stake in shares of CoreWeave during the 2nd quarter worth $349,000.

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.