CoreWeave (NASDAQ:CRWV) Shares Up 7.6% – Still a Buy?

CoreWeave Inc. (NASDAQ:CRWV)’s share price traded up 7.6% during mid-day trading on Monday . The stock traded as high as $97.94 and last traded at $96.79. 24,104,225 shares changed hands during trading, a decline of 17% from the average session volume of 28,943,490 shares. The stock had previously closed at $89.95.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: MarketBeat highlights CoreWeave’s rapid revenue growth, NVIDIA’s multi‑billion dollar backing and recent analyst upgrades — factors that support bullish investor sentiment ahead of Q4/2025 earnings. Ahead of Q4 Earnings, CoreWeave Is up 142% Over the Past Year
• Neutral Sentiment: Coverage noting high‑profile investors (Cathie Wood story) may be drawing attention to beaten‑down AI/cloud names and prompting tactical buying or interest in CRWV, though the article doesn’t definitively state ARK bought CoreWeave. Cathie Wood Goes AI Bargain Hunting
• Negative Sentiment: Multiple law firms have filed or are soliciting lead plaintiffs in securities‑fraud class actions alleging CoreWeave misled investors about infrastructure scaling and data‑center delays; lead‑plaintiff deadlines (March 13, 2026) and repeated solicitations heighten litigation risk and potential liability. CoreWeave, Inc. (CRWV) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit Bronstein, Gewirtz & Grossman LLC Urges CoreWeave, Inc. Investors to Act Hagens Berman Investigating Claims Against CoreWeave, Inc.
• Negative Sentiment: Significant insider selling was reported (approx. $23.9M), which can be read negatively by the market and increase short‑term volatility. Insider Selling: CoreWeave Insider Sells $23,906,250.00 in Stock
• Negative Sentiment: Prior “fraud alert” headlines tying infrastructure delays to a ~16% drop in the stock have already raised scrutiny; continued media and legal attention could pressure sentiment even as fundamentals draw buyers. FRAUD ALERT: CoreWeave, Inc. Hit with Securities Fraud Allegations

Analyst Ratings Changes

Several equities analysts have weighed in on CRWV shares. The Goldman Sachs Group began coverage on CoreWeave in a research report on Monday, January 12th. They set a “neutral” rating and a $86.00 price target for the company. Compass Point initiated coverage on CoreWeave in a research report on Thursday, November 13th. They set a “buy” rating and a $150.00 price objective for the company. Mizuho boosted their target price on shares of CoreWeave from $92.00 to $100.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $174.00 price target on shares of CoreWeave in a report on Wednesday, November 5th. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $127.27.

CoreWeave Stock Performance

The company’s 50-day moving average is $84.90 and its 200-day moving average is $101.77. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings results on Monday, November 10th. The company reported ($0.22) EPS for the quarter, topping the consensus estimate of ($0.36) by $0.14. The company had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. The business’s revenue for the quarter was up 133.7% on a year-over-year basis. During the same period last year, the company posted ($1.82) EPS.

Insider Buying and Selling at CoreWeave

In related news, insider Brannin Mcbee sold 35,335 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $90.43, for a total transaction of $3,195,344.05. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $85.00, for a total transaction of $23,906,250.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 4,512,893 shares of company stock worth $374,594,594.

Institutional Investors Weigh In On CoreWeave

Large investors have recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in shares of CoreWeave by 275.6% in 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 period. Proficio Capital Partners LLC increased its holdings in CoreWeave by 446,194.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock valued at $2,443,013,000 after purchasing an additional 17,847,760 shares in the last quarter. Invesco Ltd. raised its position in CoreWeave by 55,329.7% in the third quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after purchasing an additional 2,993,889 shares during the period. Clear Street Group Inc. acquired a new position in shares of CoreWeave during the third quarter worth about $405,199,000. Finally, Lavaca Capital LLC purchased a new stake in shares of CoreWeave in the third quarter worth about $273,700,000.

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.