CoreWeave (NASDAQ:CRWV) Shares Gap Up on Analyst Upgrade

CoreWeave Inc. (NASDAQ:CRWV) shares gapped up before the market opened on Monday after DA Davidson upgraded the stock from a neutral rating to a buy rating. The stock had previously closed at $92.98, but opened at $102.00. DA Davidson now has a $110.00 price target on the stock, up from their previous price target of $68.00. CoreWeave shares last traded at $106.21, with a volume of 17,084,257 shares changing hands.

Other equities research analysts have also issued reports about the stock. Evercore ISI dropped their target price on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a research report on Tuesday, November 11th. Wells Fargo & Company lowered their price objective on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $174.00 price objective on shares of CoreWeave in a report on Wednesday, November 5th. Barclays reduced their target price on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Monday, January 12th. Finally, Truist Financial initiated coverage on CoreWeave in a research report on Tuesday, January 6th. They set a “hold” rating and a $84.00 price target on the stock. Seventeen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $124.10.

Insiders Place Their Bets

In other news, CEO Michael N. Intrator sold 32,455 shares of CoreWeave stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $89.39, for a total value of $2,901,152.45. Following the transaction, the chief executive officer owned 5,828,779 shares in the company, valued at approximately $521,034,554.81. The trade was a 0.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Brannin Mcbee sold 35,335 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total value of $3,367,072.15. The disclosure for this sale is available in the SEC filing. Insiders sold 6,220,566 shares of company stock valued at $638,961,553 over the last three months.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed an additional $2 billion and expanded a long‑term cooperation to build more than 5 GW of AI compute by 2030; Nvidia bought shares at $87.20, adding to prior investments and signaling deep strategic alignment that supports CoreWeave’s growth narrative. Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: An upgraded analyst view: DA Davidson raised CRWV to a Buy with a $110 price target, citing strengthening compute demand — a near‑term catalyst supporting further upside. DA Davidson upgrades CoreWeave to Buy
• Neutral Sentiment: Some brokers (e.g., Needham) have maintained a Hold rating, indicating mixed analyst views on valuation and near‑term execution despite the Nvidia deal. Benzinga
• Negative Sentiment: Multiple securities‑class action notices were filed or announced by plaintiffs’ firms alleging misrepresentations tied to prior disclosures; lead‑plaintiff deadlines (March 13) and continued litigation activity create legal overhang and potential financial exposure. CoreWeave, Inc. (CRWV) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Recent insider selling (~$25.8M reported) and CoreWeave’s elevated leverage metrics remain governance and balance‑sheet risks investors should monitor as the company scales. Insider Selling: CoreWeave Insider Sells $25,810,312.50 in Stock

Institutional Trading of CoreWeave

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Nvidia Corp increased its stake in shares of CoreWeave by 0.4% in the second quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after buying an additional 95,113 shares during the period. Proficio Capital Partners LLC grew its holdings in CoreWeave by 446,194.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after acquiring an additional 17,847,760 shares during the last quarter. Vanguard Group Inc. increased its position in shares of CoreWeave by 109.7% in the third quarter. Vanguard Group Inc. now owns 7,433,501 shares of the company’s stock valued at $1,017,275,000 after acquiring an additional 3,888,164 shares during the period. Invesco Ltd. raised its stake in shares of CoreWeave by 55,329.7% during the third quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after acquiring an additional 2,993,889 shares during the last quarter. Finally, Clear Street Group Inc. purchased a new stake in shares of CoreWeave during the third quarter worth about $405,199,000.

CoreWeave Trading Up 5.7%

The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The company has a market capitalization of $37.99 billion and a PE ratio of -67.80. The stock’s fifty day moving average price is $80.98 and its two-hundred day moving average price is $104.36.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings results on Monday, November 10th. The company reported ($0.22) EPS for the quarter, beating analysts’ consensus estimates 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. During the same period in the previous year, the company earned ($1.82) EPS. The company’s revenue for the quarter was up 133.7% on a year-over-year basis.

About CoreWeave

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.