CoreWeave (NASDAQ:CRWV) Stock Price Up 10.7% on Analyst Upgrade

Shares of CoreWeave Inc. (NASDAQ:CRWV) were up 10.7% on Tuesday after Deutsche Bank Aktiengesellschaft upgraded the stock from a hold rating to a buy rating. Deutsche Bank Aktiengesellschaft now has a $140.00 price target on the stock, up from their previous price target of $100.00. CoreWeave traded as high as $111.79 and last traded at $108.86. Approximately 47,968,940 shares changed hands during mid-day trading, an increase of 61% from the average daily volume of 29,756,709 shares. The stock had previously closed at $98.31.

A number of other equities research analysts also recently commented on the stock. Citigroup restated a “buy” rating and issued a $135.00 price objective (down previously from $192.00) on shares of CoreWeave in a research report on Friday, December 19th. The Goldman Sachs Group began coverage on shares of CoreWeave in a research note on Monday, January 12th. They set a “neutral” rating and a $86.00 price objective for the company. Jefferies Financial Group reduced their target price on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Macquarie lowered their price objective on CoreWeave from $140.00 to $115.00 and set a “neutral” rating for the company in a research report on Tuesday, November 11th. Finally, Loop Capital dropped their price target on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, CoreWeave has an average rating of “Moderate Buy” and a consensus target price of $127.27.

Insider Transactions at CoreWeave

In other news, insider Brian M. Venturo sold 281,250 shares of the stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $137.80, for a total transaction of $38,756,250.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, major shareholder Magnetar Financial Llc sold 804,514 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $138.48, for a total value of $111,409,098.72. Following the completion of the sale, the insider directly owned 302,294 shares in the company, valued at approximately $41,861,673.12. This trade represents a 72.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,220,566 shares of company stock valued at $638,961,553 over the last quarter.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia’s $2B equity investment and expanded AI-infrastructure partnership — validates CoreWeave’s role in AI data centers, provides capital to accelerate multi‑GW buildout (reports cite plans to add 5+ GW and long‑term capex ambitions). Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Market analysis signals the AI growth story is still early for CoreWeave — Nvidia’s move seen as a vote of confidence vs. the company’s current installed capacity (Q3: ~590 MW connected) and suggests much larger scaling ahead (targets up to ~7.9 GW by 2030 in some commentary). CoreWeave: Nvidia Signals AI Story Is Still Early
• Positive Sentiment: DA Davidson upgraded CRWV to a buy and raised its target, citing strengthening compute demand — supporting analyst momentum after the Nvidia announcement. DA Davidson upgrades CoreWeave (CRWV)
• Neutral Sentiment: Some coverage frames Nvidia’s investment as also serving Nvidia’s own capacity and product rollout needs (debate whether the capital primarily benefits CoreWeave or Nvidia’s ecosystem), which could temper upside if interpreted conservatively. Is Nvidia Investing In CoreWeave, Or Its Own Next Quarter?
• Negative Sentiment: Multiple securities‑class‑action filings and plaintiff‑firm notices were announced (claims cover March 28–Dec 15, 2025); these increase legal overhang, potential costs, and distraction for management. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc. and Certain Officers – CRWV
• Negative Sentiment: Reported insider selling (large block disclosed) adds near‑term selling pressure and raises governance/insider‑timing questions for some investors. Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells $25,810,312.50 in Stock

Institutional Investors Weigh In On CoreWeave

Several hedge funds and other institutional investors have recently bought and sold shares of CRWV. Sivia Capital Partners LLC purchased a new position in shares of CoreWeave during the second quarter valued at $39,824,000. Farther Finance Advisors LLC bought a new stake in CoreWeave during the second quarter valued at about $90,000. KG&L Capital Management LLC acquired a new stake in CoreWeave in the 2nd quarter valued at approximately $358,000. Albion Financial Group UT acquired a new stake in shares of CoreWeave in the second quarter worth $163,000. Finally, Janney Montgomery Scott LLC acquired a new stake in CoreWeave in the 2nd quarter worth $757,000.

CoreWeave Trading Up 10.7%

The firm has a market capitalization of $42.06 billion and a price-to-earnings ratio of -75.08. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The business has a 50-day moving average of $80.98 and a two-hundred day moving average of $104.36.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.36) by $0.14. The business had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. The company’s quarterly revenue was up 133.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted ($1.82) EPS.

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.