CoreWeave (NASDAQ:CRWV) Shares Down 8.1% Following Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) shares traded down 8.1% during trading on Thursday after an insider sold shares in the company. The company traded as low as $80.16 and last traded at $80.45. 18,234,108 shares changed hands during trading, a decline of 30% from the average session volume of 25,988,580 shares. The stock had previously closed at $87.58.

Specifically, insider Brannin Mcbee sold 43,750 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $82.53, for a total value of $3,610,687.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Brannin Mcbee sold 100,000 shares of CoreWeave stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $82.53, for a total value of $8,253,000.00. Following the transaction, the insider directly owned 248,664 shares of the company’s stock, valued at approximately $20,522,239.92. This represents a 28.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In other CoreWeave news, insider Brannin Mcbee sold 22,915 shares of the business’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $82.53, for a total transaction of $1,891,174.95. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on CRWV shares. Barclays dropped their price target on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a research report on Friday, February 27th. Deutsche Bank Aktiengesellschaft raised shares of CoreWeave from a “hold” rating to a “buy” rating and increased their price objective for the company from $100.00 to $140.00 in a research note on Tuesday, January 27th. Weiss Ratings restated a “sell (d-)” rating on shares of CoreWeave in a report on Monday, December 29th. Finally, Citigroup cut their target price on shares of CoreWeave from $135.00 to $126.00 and set a “buy” rating for the company in a research report on Wednesday, March 4th. Nineteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $121.06.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Bank of America upgraded CoreWeave to Buy and the upgrade helped earlier upside in the stock, signaling improved sell‑side conviction that could support further inflows. CoreWeave (NASDAQ:CRWV) Raised to Buy at Bank of America
• Positive Sentiment: CoreWeave won a Zonos contract to power AI-driven cross‑border commerce — a multi‑year, enterprise SaaS-style engagement that may add recurring revenue and improve revenue quality over time. CoreWeave Wins Zonos Contract: A New Recurring Revenue Opportunity?
• Neutral Sentiment: Analyst/market comparisons: a Zacks roundup comparing CoreWeave to Nebius highlights sector competition — Nebius’s rapid revenue growth and big OEM deals increase investor choice in AI cloud exposure but also underscore different risk profiles. Nebius vs. CoreWeave: Which AI Cloud Stock is the Better Bet?
• Neutral Sentiment: Seeking Alpha published a deeper long‑term view calling CoreWeave a compelling risk/reward opportunity but flagged a capex backlog — useful for longer‑horizon investors weighing growth vs. capital intensity. CoreWeave: A Compelling Risk/Reward Opportunity Despite Capex Backlog
• Neutral Sentiment: Commentary noted that CRWV fell despite >40% revenue growth, reflecting investor focus on margins, losses and execution rather than top‑line alone. This keeps the stock sensitive to earnings and guidance. CoreWeave (CRWV) Fell Despite More Than 40% Revenue Growth
• Negative Sentiment: Large insider selling: Director/insider Brannin McBee sold multiple blocks (totaling ~166,665 shares across filings) around ~$82.53 — a substantial reduction in ownership (~28.7% decline for this insider). Large insider sales can weigh on sentiment, especially given existing profitability and leverage concerns. SEC Filing – Insider Sale

CoreWeave Price Performance

The company has a market capitalization of $33.71 billion and a price-to-earnings ratio of -25.14. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 4.46. The company’s 50 day simple moving average is $88.78 and its 200-day simple moving average is $97.43.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share 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 33.82%. The firm had revenue of $1.57 billion during the quarter. The firm’s revenue for the quarter was up 110.4% on a year-over-year basis.

Institutional Trading of CoreWeave

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in shares of CoreWeave by 275.6% during the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after acquiring an additional 20,487,478 shares during the last quarter. Proficio Capital Partners LLC boosted its position in shares of CoreWeave by 446,194.0% in the third 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. Deutsche Bank AG boosted its position in shares of CoreWeave by 22,624.0% in the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock worth $273,039,000 after acquiring an additional 3,796,077 shares during the last quarter. Altimeter Capital Management LP purchased a new stake in shares of CoreWeave during the 4th quarter valued at $230,099,000. Finally, Alyeska Investment Group L.P. increased its holdings in shares of CoreWeave by 300.0% during the 4th quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock worth $286,440,000 after buying an additional 3,000,000 shares during the last quarter.

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.