CoreWeave (NASDAQ:CRWV) Stock Price Expected to Rise, DA Davidson Analyst Says

CoreWeave (NASDAQ:CRWV) had its price objective lifted by equities researchers at DA Davidson from $110.00 to $125.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. DA Davidson’s target price suggests a potential upside of 57.11% from the stock’s previous close.

A number of other brokerages have also issued reports on CRWV. Citizens Jmp reiterated a “market outperform” rating and set a $180.00 price target on shares of CoreWeave in a research note on Friday. Roth Mkm reiterated a “buy” rating on shares of CoreWeave in a research report on Monday, February 23rd. UBS Group reissued a “neutral” rating on shares of CoreWeave in a report on Friday, January 16th. Evercore decreased their price target on CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 11th. Finally, Deutsche Bank Aktiengesellschaft upgraded CoreWeave from a “hold” rating to a “buy” rating and increased their price objective for the stock from $100.00 to $140.00 in a research report on Tuesday, January 27th. Seventeen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, CoreWeave has a consensus rating of “Moderate Buy” and an average price target of $124.34.

CoreWeave Price Performance

CoreWeave stock opened at $79.56 on Friday. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49. The business has a 50 day simple moving average of $88.88 and a 200-day simple moving average of $99.61. CoreWeave has a 12 month low of $33.51 and a 12 month high of $187.00. The stock has a market capitalization of $30.74 billion and a PE ratio of -24.86.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The firm had revenue of $1.57 billion during the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 35.39%. The business’s revenue was up 110.4% compared to the same quarter last year.

Insider Activity at CoreWeave

In related news, CEO Michael N. Intrator sold 32,456 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $99.95, for a total value of $3,243,977.20. Following the sale, the chief executive officer directly owned 5,731,412 shares in the company, valued at $572,854,629.40. The trade was a 0.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Chen Goldberg sold 18,950 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $90.84, for a total transaction of $1,721,418.00. Following the transaction, the executive vice president owned 58,689 shares of the company’s stock, valued at $5,331,308.76. This trade represents a 24.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 4,650,896 shares of company stock valued at $397,218,577 in the last 90 days.

Institutional Trading of CoreWeave

Several large investors have recently modified their holdings of CRWV. Sivia Capital Partners LLC acquired a new position in shares of CoreWeave during the 2nd quarter worth approximately $39,824,000. Envestnet Asset Management Inc. purchased a new position in CoreWeave during the second quarter worth $1,729,000. Bessemer Group Inc. purchased a new position in CoreWeave during the second quarter worth $1,226,000. Y Intercept Hong Kong Ltd acquired a new position in shares of CoreWeave in the second quarter worth $2,026,000. Finally, Flagship Harbor Advisors LLC purchased a new stake in shares of CoreWeave in the second quarter valued at $424,000.

Key Stories Impacting CoreWeave

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.