CoreWeave (NASDAQ:CRWV) Coverage Initiated at Oppenheimer

Investment analysts at Oppenheimer assumed coverage on shares of CoreWeave (NASDAQ:CRWV) in a research note issued on Friday, Marketbeat Ratings reports. The brokerage set an “outperform” rating and a $140.00 price target on the stock. Oppenheimer’s price objective would suggest a potential upside of 91.81% from the company’s previous close.

A number of other analysts have also recently weighed in on the stock. Jefferies Financial Group dropped their price objective on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a report on Monday, January 5th. UBS Group reissued a “neutral” rating on shares of CoreWeave in a research note on Friday, January 16th. Roth Mkm restated a “buy” rating on shares of CoreWeave in a research report on Monday, February 23rd. Macquarie Infrastructure restated a “neutral” rating and issued a $115.00 price target on shares of CoreWeave in a research note on Tuesday, January 27th. Finally, DA Davidson lifted their price target on CoreWeave from $110.00 to $125.00 and gave the company a “buy” rating in a report on Friday, February 27th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $122.35.

CoreWeave Trading Down 2.4%

NASDAQ:CRWV opened at $72.99 on Friday. The firm has a market capitalization of $30.58 billion and a P/E ratio of -22.81. The business has a 50 day simple moving average of $88.48 and a 200 day simple moving average of $98.72. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.49. CoreWeave has a 12-month low of $33.51 and a 12-month high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The company had revenue of $1.57 billion during the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The company’s revenue for the quarter was up 110.4% compared to the same quarter last year.

Insider Buying and Selling at CoreWeave

In related news, insider Brannin Mcbee sold 102,835 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $73.57, for a total transaction of $7,565,570.95. Following the transaction, the insider owned 185,181 shares in the company, valued at $13,623,766.17. This trade represents a 35.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Michael N. Intrator sold 111,427 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total value of $8,066,200.53. Following the sale, the chief executive officer directly owned 5,922,620 shares in the company, valued at approximately $428,738,461.80. The trade was a 1.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 4,621,335 shares of company stock valued at $395,458,845.

Hedge Funds Weigh In On CoreWeave

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Cornerstone Planning Group LLC lifted its holdings in shares of CoreWeave by 272.8% in the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock valued at $25,000 after buying an additional 251 shares during the period. Family Legacy Financial Solutions LLC grew its holdings in CoreWeave by 166.7% during the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after acquiring an additional 125 shares during the period. HighMark Wealth Management LLC acquired a new position in CoreWeave during the third quarter worth about $27,000. OLD Second National Bank of Aurora bought a new stake in CoreWeave in the third quarter worth about $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in CoreWeave in the 3rd quarter valued at about $27,000.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Won a multi‑year agreement to power Perplexity’s AI inference workloads, validating CoreWeave’s performance positioning in the high‑margin inference market and supporting long‑term revenue growth. Read More.
• Positive Sentiment: Backlog surged to $66.8B (up >4x YoY), giving strong contract visibility that supports management’s aggressive expansion plan and future revenue conversion. Read More.
• Positive Sentiment: Oppenheimer initiated coverage with an “Outperform” and a $140 price target, signaling conviction in CRWV’s multi‑year growth runway despite current headwinds. Read More.
• Neutral Sentiment: Company presented at the Morgan Stanley TMT conference (analyst/transcript coverage) — useful for model/visibility but not an immediate catalyst. Read More.
• Negative Sentiment: Multiple class‑action filings and numerous law‑firm deadline notices following Q4 results — litigation risk, potential legal costs and management distraction that typically pressure share prices. Read More.
• Negative Sentiment: Large Q4 loss (~$452M), soft guidance and reports of a $30–$35B 2026 capex plan have sparked “capex shock” concerns — raises near‑term cash‑flow and profitability risk despite backlog. Read More. Read More.
• Negative Sentiment: Negative analyst moves (Sanford C. Bernstein “underperform/strong sell” coverage) and recent CFO share sales amplify downside sentiment and signal caution to some investors. Read More. Read More.

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.