CoreWeave (NASDAQ:CRWV) Trading 4.9% Higher – Here’s What Happened

CoreWeave Inc. (NASDAQ:CRWV)’s share price shot up 4.9% during trading on Wednesday . The stock traded as high as $97.29 and last traded at $95.45. 17,433,143 shares traded hands during mid-day trading, a decline of 36% from the average session volume of 27,197,318 shares. The stock had previously closed at $91.00.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA kept CoreWeave in its Q4 2025 13F holdings and appears to favor CoreWeave over some other neocloud names, a signal of strategic confidence from a key ecosystem partner that may support demand and business credibility. (See NVIDIA 13F coverage)
• Positive Sentiment: Bullish analyst commentary highlights strong AI tailwinds, a rising backlog and potential upside to Q4 revenue — narratives that underpin growth expectations for CoreWeave’s AI infrastructure business. CoreWeave: Building Brand Power, Strong Q4 Ahead
• Neutral Sentiment: Reported short‑interest figures for mid‑February are noisy/unreliable in the data feed, so they don’t provide a clear near‑term signal on sentiment or squeeze dynamics.
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff applicants in securities‑fraud class actions tied to alleged misstatements about capacity, data‑center delays and execution vs. guidance; these suits raise potential legal liability, distraction and reputational risk for management. Class Action Filed Against CoreWeave, Inc. (CRWV)
• Negative Sentiment: Several other national plaintiffs’ firms issued near‑identical investor alerts and reminders about the March 13, 2026 lead‑plaintiff deadline — the volume of filings and notices amplifies headline risk and could pressure sentiment. Hagens Berman Investigating Claims Against CoreWeave
• Negative Sentiment: Media reports noted an insider (CEO) share sale, which can amplify selling concerns even if the sale was routine or preplanned. CoreWeave stock falls after CEO sells shares
• Negative Sentiment: Critical analysis flags that ambitious power/expansion plans will require large capital and execution discipline — a reminder that scaling hardware‑heavy AI infrastructure is capital‑intensive and execution risk could weigh on margins and cash flow. CoreWeave: Power Ramp Meets Capital Reality

Analyst Ratings Changes

Several analysts recently issued reports on the company. Wells Fargo & Company reduced their price target on CoreWeave from $150.00 to $125.00 and set an “overweight” rating for the company in a research note on Thursday, January 8th. Melius Research set a $140.00 target price on CoreWeave in a report on Tuesday, November 11th. Mizuho upped their price target 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. The Goldman Sachs Group started coverage on shares of CoreWeave in a research report on Monday, January 12th. They set a “neutral” rating and a $86.00 price target on the stock. Finally, Evercore dropped their price objective on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a research note on Tuesday, November 11th. Seventeen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $125.45.

CoreWeave Trading Up 4.9%

The stock has a market capitalization of $36.88 billion and a P/E ratio of -65.83. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66. The business has a 50-day moving average price of $86.16 and a two-hundred day moving average price of $101.16.

Insider Activity

In other CoreWeave news, CEO Michael N. Intrator sold 50,000 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $93.63, for a total transaction of $4,681,500.00. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, SVP Chen Goldberg sold 17,985 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $79.69, for a total transaction of $1,433,224.65. Following the completion of the transaction, the senior vice president directly owned 42,859 shares in the company, valued at approximately $3,415,433.71. This represents a 29.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 4,384,568 shares of company stock worth $366,268,677.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Cornerstone Planning Group LLC lifted its stake in CoreWeave by 272.8% during the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after purchasing an additional 251 shares during the last quarter. Family Legacy Financial Solutions LLC raised its holdings in shares of CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after buying an additional 125 shares in the last quarter. HighMark Wealth Management LLC acquired a new position in shares of CoreWeave during the 3rd quarter worth $27,000. OLD Second National Bank of Aurora bought a new stake in shares of CoreWeave during the 3rd quarter worth $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in CoreWeave in the third quarter valued at about $27,000.

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.