CoreWeave (NASDAQ:CRWV) Shares Gap Down Following Insider Selling

CoreWeave Inc. (NASDAQ:CRWV)’s share price gapped down prior to trading on Friday after an insider sold shares in the company. The stock had previously closed at $97.14, but opened at $93.56. CoreWeave shares last traded at $90.07, with a volume of 8,685,518 shares.

Specifically, insider Brian M. Venturo sold 281,250 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $94.57, for a total transaction of $26,597,812.50. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Brannin Mcbee sold 25,000 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $91.73, for a total transaction of $2,293,250.00. Additional details regarding this sale are available in the official SEC disclosure. In related news, insider Brannin Mcbee sold 102,830 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $91.73, for a total value of $9,432,595.90. Following the completion of the transaction, the insider owned 248,664 shares in the company, valued at $22,809,948.72. This trade represents a 29.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Analysts Set New Price Targets

A number of research firms have issued reports on CRWV. Mizuho raised their price target on shares of CoreWeave from $92.00 to $100.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Barclays cut 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. Weiss Ratings restated a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Roth Mkm initiated coverage on shares of CoreWeave in a report on Thursday, December 4th. They issued a “buy” rating and a $110.00 price target on the stock. Finally, Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a research note on Monday, January 26th. Seventeen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, CoreWeave currently has an average rating of “Moderate Buy” and a consensus price target of $125.45.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA kept CoreWeave in its Q4 2025 13F holdings, signaling continued confidence from a key AI‑infrastructure player; that institutional backing is a tailwind for CRWV. Read More.
• Positive Sentiment: Analyst/retail pieces highlight CoreWeave’s strong revenue growth and market positioning for AI compute, supporting longer‑term upside narratives even amid near‑term volatility. Read More.
• Neutral Sentiment: Short‑interest reports in the feed show zero or negligible values (likely reporting artifacts), so there’s no clear short squeeze/covering dynamic apparent from the data.
• Neutral Sentiment: Market commentary notes investors are cautious ahead of CoreWeave’s upcoming earnings, which can amplify moves in either direction depending on results and guidance. Read More.
• Negative Sentiment: Multiple law firms have filed or issued notices about securities‑fraud class actions alleging that CoreWeave misled the market about its ability to scale and meet guidance; a wave of filings and reminder notices increases legal risk and potential costs. Read More. and Read More.
• Negative Sentiment: Report that Blue Owl Capital is struggling to secure debt financing for a $4B JV data‑center project spooked investors because that JV is material to CoreWeave’s capacity expansion and revenue outlook. Financing uncertainty raises execution and timing risk. Read More.
• Negative Sentiment: Insider selling: a senior insider disclosed large share sales in mid‑February (multiple filings), which can be interpreted as reduced insider exposure and contributes to downward pressure. Read More.
• Negative Sentiment: Articles highlighting CoreWeave’s high leverage (reported ~ $29B debt) versus backlog raise solvency and cash‑flow concerns; heavy debt amplifies downside if growth or financing slows. Read More.

CoreWeave Stock Down 8.1%

The company has a market cap of $34.49 billion and a price-to-earnings ratio of -61.55. The business has a fifty day moving average of $86.71 and a two-hundred day moving average of $100.98. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66.

Institutional Investors Weigh In On CoreWeave

A number of institutional investors have recently added to or reduced their stakes in the stock. Cornerstone Planning Group LLC lifted its holdings in CoreWeave by 272.8% during 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 in the last quarter. Family Legacy Financial Solutions LLC increased its stake in shares of 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 purchasing an additional 125 shares in the last quarter. HighMark Wealth Management LLC acquired a new position in shares of CoreWeave during the 3rd quarter worth about $27,000. OLD Second National Bank of Aurora purchased a new position in CoreWeave in the 3rd quarter valued at about $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in CoreWeave in the 3rd quarter worth about $27,000.

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.