Truist Financial Forecasts Strong Price Appreciation for CoreWeave (NASDAQ:CRWV) Stock

CoreWeave (NASDAQ:CRWV) had its price target upped by equities researchers at Truist Financial from $84.00 to $85.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “hold” rating on the stock. Truist Financial’s price target suggests a potential upside of 6.84% from the company’s current price.

Other equities analysts have also issued research reports about the stock. DA Davidson boosted their target price on shares of CoreWeave from $110.00 to $125.00 and gave the stock a “buy” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft upgraded shares of CoreWeave from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $100.00 to $140.00 in a report on Tuesday, January 27th. Roth Mkm reiterated a “buy” rating on shares of CoreWeave in a research note on Monday, February 23rd. Melius Research set a $140.00 target price on CoreWeave in a research report on Tuesday, November 11th. Finally, Evercore cut their price target on CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, November 11th. Seventeen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, CoreWeave currently has an average rating of “Moderate Buy” and a consensus price target of $124.34.

CoreWeave Price Performance

NASDAQ CRWV opened at $79.56 on Friday. The stock has a 50-day simple moving average of $88.88 and a 200 day simple moving average of $99.61. CoreWeave has a twelve month low of $33.51 and a twelve month high of $187.00. The stock has a market capitalization of $30.74 billion and a PE ratio of -24.86. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last released 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). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 35.39%. The business had revenue of $1.57 billion during the quarter. The company’s revenue for the quarter was up 110.4% on a year-over-year basis.

Insiders Place Their Bets

In related news, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $87.75, for a total transaction of $24,679,687.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Michael N. Intrator sold 111,427 shares of the company’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $72.39, for a total value of $8,066,200.53. Following the completion of the sale, the chief executive officer owned 5,922,620 shares in the company, valued at $428,738,461.80. This trade represents a 1.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,650,896 shares of company stock worth $397,218,577 over the last quarter.

Institutional Investors Weigh In On CoreWeave

Hedge funds and other institutional investors have recently bought and sold shares of the business. Family Legacy Financial Solutions LLC increased its stake in shares of CoreWeave by 166.7% in the third 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 in the last quarter. HighMark Wealth Management LLC bought a new stake in CoreWeave during the 3rd quarter worth about $27,000. OLD Second National Bank of Aurora bought a new stake in CoreWeave during the 3rd quarter worth about $27,000. KERR FINANCIAL PLANNING Corp acquired a new stake in CoreWeave in the 3rd quarter valued at about $27,000. Finally, Aspect Partners LLC bought a new position in shares of CoreWeave in the third quarter worth about $28,000.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Very strong demand/backlog and revenue growth: Q4 revenue was $1.57B (+~110% YoY) and fiscal 2025 revenue topped ~$5.1B; backlog expanded to roughly $66.8B and management guided FY‑2026 revenue to ~$12–13B, underscoring continued AI-driven demand. CoreWeave: From Growth Story To Capital Story
• Positive Sentiment: Beat on revenue and product progress: CoreWeave topped revenue estimates and launched services (e.g., object storage) while highlighting capacity ramps that should convert backlog into revenue over time. CoreWeave Reports Strong Q4 and FY2025 Results
• Neutral Sentiment: Mixed analyst action — some firms raised targets or reaffirmed overweight/Buy ratings while others trimmed targets or moved to Neutral/Hold; overall street targets remain elevated but commentary is cautious on debt and spending. Reuters: CapEx doubles, market reaction
• Neutral Sentiment: Investor events scheduled — management will present at Morgan Stanley and Cantor investor conferences (early March), offering opportunities for further color on capex plans and timelines. Investor conference notice
• Negative Sentiment: Earnings miss on EPS and wider GAAP loss: Q4 EPS of ($0.89) missed consensus and GAAP loss widened; interest expense jumped materially, pressuring near-term profitability despite strong adjusted EBITDA. MarketBeat: Q4 results
• Negative Sentiment: Big increase in capital spending and debt — management signaled a large CapEx program (management cited $30–$35B CapEx) and financing moves (loan syndication/equity support reported). The planned doubling of capex stoked margin concerns and heightened execution risk. Reuters: CapEx doubles, margin concerns
• Negative Sentiment: Multiple securities-class-action filings and broad law-firm notices alleging disclosure failures about data-center/infrastructure risks — legal risk and headline pressure add to near-term volatility. Hagens Berman class action notice
• Negative Sentiment: Market reaction and management defense: Shares fell sharply on the combination of EPS miss, heavy capex guidance and debt; CEO publicly defended the accelerated buildout but investor skepticism over capital intensity and execution remains high. CNBC: CEO defends spending

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.