CoreWeave (NASDAQ:CRWV) Upgraded to Buy at Bank of America

Bank of America upgraded shares of CoreWeave (NASDAQ:CRWV) from a neutral rating to a buy rating in a research report released on Tuesday, MarketBeat reports. They currently have $100.00 price objective on the stock.

A number of other brokerages have also weighed in on CRWV. Mizuho reduced their target price on shares of CoreWeave from $100.00 to $95.00 and set a “neutral” rating for the company in a research note on Friday, February 27th. Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research note on Friday, February 27th. The Goldman Sachs Group started coverage on CoreWeave in a report on Monday, January 12th. They issued a “neutral” rating and a $86.00 price target on the stock. Barclays reduced their price objective on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Finally, Jefferies Financial Group decreased their price objective on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a report on Monday, January 5th. Nineteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $121.06.

CoreWeave Stock Performance

Shares of CRWV stock opened at $83.02 on Tuesday. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.46 and a current ratio of 0.46. CoreWeave has a 52 week low of $33.51 and a 52 week high of $187.00. The company’s 50 day moving average price is $89.12 and its two-hundred day moving average price is $97.62. The company has a market capitalization of $34.79 billion and a P/E ratio of -25.94.

CoreWeave (NASDAQ:CRWV) last released its quarterly 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). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The company had revenue of $1.57 billion during the quarter. The firm’s revenue was up 110.4% on a year-over-year basis.

Insider Buying and Selling at CoreWeave

In other news, insider Brannin Mcbee sold 22,915 shares of the stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $84.44, for a total transaction of $1,934,942.60. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Nitin Agrawal sold 38,456 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $83.23, for a total value of $3,200,692.88. Following the completion of the transaction, the chief financial officer owned 189,892 shares of the company’s stock, valued at $15,804,711.16. The trade was a 16.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 4,505,564 shares of company stock valued at $383,462,893.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Family Legacy Financial Solutions LLC boosted its holdings in shares of CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after buying an additional 125 shares during the last quarter. HighMark Wealth Management LLC bought a new position in shares of CoreWeave in the third quarter valued at $27,000. OLD Second National Bank of Aurora acquired a new position in CoreWeave during the third quarter worth $27,000. KERR FINANCIAL PLANNING Corp acquired a new stake in CoreWeave in the third quarter valued at $27,000. Finally, Aspect Partners LLC bought a new position in shares of CoreWeave in the 3rd quarter valued at about $28,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Bank of America reinstated coverage on CoreWeave with a Buy rating and a $100 price target, giving analysts’ support to the stock and signaling ~20% upside from current levels. CoreWeave rises after BofA reinstates coverage with Buy rating
• Positive Sentiment: CoreWeave announced that Zonos selected the CoreWeave Cloud to power its AI-driven cross‑border commerce systems — a commercial win that supports revenue growth and real-world demand for its GPU cloud. CoreWeave Selected by Zonos to Power Cross-Border Commerce Solutions
• Positive Sentiment: Positive press pieces argue CoreWeave’s platform and partner ecosystem can counter AI scepticism and highlight its market opportunity in AI infrastructure. Here’s how CoreWeave and Nebius can prove the AI doubters wrong
• Neutral Sentiment: Recent commentary and screeners are revisiting CoreWeave’s valuation after a share‑price pullback, weighing rapid revenue growth against negative margins and a stretched balance sheet. CoreWeave (CRWV) Valuation Check After Recent Share Price Pullback
• Neutral Sentiment: Multiple short‑interest data feeds flagged large March increases, but reported figures show zero shares (likely a reporting anomaly). The headlines can fuel trading chatter even if the underlying data is unreliable.
• Neutral Sentiment: Broader industry scrutiny — including Michael Burry’s past critique about depreciation and accounting for AI infrastructure — keeps a spotlight on how AI infrastructure vendors recognize costs and margins. Was Michael Burry Right About AI Stocks for the Wrong Reason?
• Negative Sentiment: Insider selling: a disclosed insider sale of roughly $23.5M was reported, which can pressure sentiment and raise timing/valuation questions for investors. Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells $23,526,562.50 in Stock
• Negative Sentiment: Investor letters and coverage note elevated financing concerns and margin pressure (Carillon/third‑party commentary), highlighting the risk that CoreWeave’s fast growth still leaves it reliant on external capital until profits improve. Elevated Financing Concerns Hurt CoreWeave (CRWV) in Q4

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.