CoreWeave (NASDAQ:CRWV) Shares Down 2.6% After Insider Selling

CoreWeave Inc. (NASDAQ:CRWV)’s share price traded down 2.6% on Thursday after an insider sold shares in the company. The company traded as low as $78.78 and last traded at $80.66. 19,405,641 shares traded hands during trading, a decline of 26% from the average session volume of 26,398,674 shares. The stock had previously closed at $82.82.

Specifically, CFO Nitin Agrawal sold 38,456 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $83.23, for a total value of $3,200,692.88. Following the sale, the chief financial officer owned 189,892 shares of the company’s stock, valued at approximately $15,804,711.16. This represents a 16.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Brannin Mcbee sold 43,750 shares of the firm’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $84.44, for a total value of $3,694,250.00. The disclosure for this sale is available in the SEC filing. In other news, insider Brannin Mcbee sold 100,000 shares of CoreWeave stock in a transaction on Monday, March 16th. The stock was sold at an average price of $84.44, for a total transaction of $8,444,000.00. Following the completion of the transaction, the insider owned 248,664 shares of the company’s stock, valued at $20,997,188.16. The trade was a 28.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Analyst Ratings Changes

A number of equities research analysts recently commented on CRWV shares. Barclays lowered their price objective on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Monday, January 12th. The Goldman Sachs Group began coverage on shares of CoreWeave in a report on Monday, January 12th. They issued a “neutral” rating and a $86.00 price target on the stock. Macquarie Infrastructure reiterated a “neutral” rating and issued a $115.00 price target on shares of CoreWeave in a research report on Tuesday, January 27th. UBS Group reissued a “neutral” rating on shares of CoreWeave in a research note on Friday, January 16th. Finally, Jefferies Financial Group cut their price objective on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a research report on Monday, January 5th. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $122.35.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Integration wins and product momentum: CoreWeave expanded its AI cloud stack and integrated with Cline to power autonomous coding agents — a use-case that could broaden demand beyond raw GPU rental and lift long-term revenue mix. CoreWeave Integrates With Cline
• Positive Sentiment: Large-scale capacity and customer deals: CoreWeave is pursuing hyperscale projects (300 MW Saskatchewan build with Cerebras/BCE) and reported new customer deals (Perplexity), signaling material addressable demand for production-grade AI infrastructure. Saskatchewan hyperscale build
• Positive Sentiment: Bullish backlog and valuation narrative: Analysts and bulls point to a multi‑billion backlog and strong forward revenue visibility (Seeking Alpha highlights a large backlog and argues CRWV is undervalued versus peers). This supports upside over a multi‑quarter horizon. CoreWeave: Deeply Undervalued Against Peers
• Neutral Sentiment: ETF / macro flow context: CoreWeave is held in innovation-focused funds (e.g., ARKK mentions), so sector rotation and ETF flows can amplify moves but are not company-specific catalysts by themselves.
• Neutral Sentiment: Short-interest data appears anomalous in recent reporting (shows 0 shares / NaN change) — likely a data/reporting issue rather than a clear signal about bearish positioning.
• Negative Sentiment: Significant insider selling: Multiple filings show large sales by insiders — Brannin McBee sold ~166,665 shares across filings (includes 100,000 sale) and CFO Nitin Agrawal sold 38,456 shares — sizable dispositions that can pressure sentiment. Brannin McBee Form 4 Nitin Agrawal Form 4
• Negative Sentiment: Analyst caution and headlines on financial risks: Evercore trimmed its target (but kept Outperform) and several articles highlight rising debt, heavy AI spending and an earnings miss (past EPS shortfall despite strong revenue growth), feeding concerns over profitability and leverage. Evercore ISI trimmed CoreWeave target
• Negative Sentiment: Recent price weakness narratives: Coverage noting a ~15% pullback in a month (concerns about debt, spending and earnings quality) likely contributes to selling pressure from momentum-focused investors. CRWV Stock Falls 15% in a Month

CoreWeave Trading Down 2.6%

The business’s 50-day moving average price is $89.34 and its two-hundred day moving average price is $97.76. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. The firm has a market cap of $33.80 billion and a price-to-earnings ratio of -25.21.

CoreWeave (NASDAQ:CRWV) last announced its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). The firm had revenue of $1.57 billion for 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% on a year-over-year basis.

Institutional Investors Weigh In On CoreWeave

Several hedge funds have recently made changes to their positions in CRWV. Cornerstone Planning Group LLC increased its stake in 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 purchasing an additional 251 shares during the last quarter. Family Legacy Financial Solutions LLC boosted its stake in CoreWeave by 166.7% in 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 purchased a new stake in CoreWeave in the 3rd quarter valued at about $27,000. OLD Second National Bank of Aurora purchased a new stake in CoreWeave in the 3rd quarter valued at about $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CoreWeave during the 3rd quarter valued at about $27,000.

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.