CoreWeave (NASDAQ:CRWV) Trading Down 2.4% After Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) shares were down 2.4% during trading on Friday following insider selling activity. The stock traded as low as $71.85 and last traded at $72.99. Approximately 24,919,143 shares traded hands during mid-day trading, a decline of 10% from the average daily volume of 27,567,982 shares. The stock had previously closed at $74.82.

Specifically, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $79.33, for a total transaction of $22,311,562.50. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Nitin Agrawal sold 3,920 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $73.20, for a total transaction of $286,944.00. Following the completion of the sale, the chief financial officer owned 169,185 shares in the company, valued at approximately $12,384,342. The trade was a 2.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure.

Analysts Set New Price Targets

CRWV has been the topic of several analyst reports. UBS Group restated a “neutral” rating on shares of CoreWeave in a report on Friday, January 16th. Deutsche Bank Aktiengesellschaft raised shares of CoreWeave from a “hold” rating to a “buy” rating and raised their price target for the stock from $100.00 to $140.00 in a research report on Tuesday, January 27th. Evercore lowered their price target on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, November 11th. Melius Research set a $140.00 price objective on CoreWeave in a research note on Tuesday, November 11th. Finally, Compass Point initiated coverage on shares of CoreWeave in a report on Thursday, November 13th. They set a “buy” rating and a $150.00 price target on the stock. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, CoreWeave presently has a consensus rating of “Moderate Buy” and an average price target of $122.35.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Won a multi‑year agreement to power Perplexity’s AI inference workloads, validating CoreWeave’s performance positioning in the high‑margin inference market and supporting long‑term revenue growth. Read More.
• Positive Sentiment: Backlog surged to $66.8B (up >4x YoY), giving strong contract visibility that supports management’s aggressive expansion plan and future revenue conversion. Read More.
• Positive Sentiment: Oppenheimer initiated coverage with an “Outperform” and a $140 price target, signaling conviction in CRWV’s multi‑year growth runway despite current headwinds. Read More.
• Neutral Sentiment: Company presented at the Morgan Stanley TMT conference (analyst/transcript coverage) — useful for model/visibility but not an immediate catalyst. Read More.
• Negative Sentiment: Multiple class‑action filings and numerous law‑firm deadline notices following Q4 results — litigation risk, potential legal costs and management distraction that typically pressure share prices. Read More.
• Negative Sentiment: Large Q4 loss (~$452M), soft guidance and reports of a $30–$35B 2026 capex plan have sparked “capex shock” concerns — raises near‑term cash‑flow and profitability risk despite backlog. Read More. Read More.
• Negative Sentiment: Negative analyst moves (Sanford C. Bernstein “underperform/strong sell” coverage) and recent CFO share sales amplify downside sentiment and signal caution to some investors. Read More. Read More.

CoreWeave Price Performance

The firm’s 50-day moving average price is $88.48 and its 200-day moving average price is $98.68. The stock has a market capitalization of $30.58 billion and a PE ratio of -22.81. The company has a current ratio of 0.46, a quick ratio of 0.49 and a debt-to-equity ratio of 4.46.

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

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Sivia Capital Partners LLC purchased a new stake in CoreWeave during the second quarter worth approximately $39,824,000. Envestnet Asset Management Inc. acquired a new position in shares of CoreWeave during the 2nd quarter worth $1,729,000. Bank of New York Mellon Corp purchased a new stake in CoreWeave during the 2nd quarter worth about $12,600,000. Huntington National Bank acquired a new position in shares of CoreWeave during the 2nd quarter valued at about $264,000. Finally, GPS Wealth Strategies Group LLC acquired a new position in CoreWeave in the second quarter valued at $92,000.

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.