DA Davidson Raises CoreWeave (NASDAQ:CRWV) Price Target to $125.00

CoreWeave (NASDAQ:CRWV) had its price target increased by equities research analysts at DA Davidson from $110.00 to $125.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. DA Davidson’s target price indicates a potential upside of 53.81% from the stock’s previous close.

A number of other brokerages have also weighed in on CRWV. HC Wainwright reaffirmed a “buy” rating and issued a $180.00 price target on shares of CoreWeave in a research note on Wednesday, November 12th. Wells Fargo & Company decreased their target price on CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Mizuho boosted their price target on CoreWeave from $92.00 to $100.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Weiss Ratings reissued a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. Finally, Bank of America decreased their price objective on CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a report on Tuesday, November 11th. Seventeen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $124.48.

CoreWeave Price Performance

Shares of NASDAQ:CRWV traded down $16.36 during midday trading on Friday, reaching $81.27. 20,125,761 shares of the company’s stock traded hands, compared to its average volume of 26,534,943. The company has a fifty day simple moving average of $88.95 and a two-hundred day simple moving average of $100.37. CoreWeave has a 1 year low of $33.51 and a 1 year high of $187.00. The company has a market cap of $31.40 billion and a P/E ratio of -56.05. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

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). The business had revenue of $1.57 billion for the quarter. The company’s revenue for the quarter was up 110.4% on a year-over-year basis.

Insider Buying and Selling

In related news, insider Kristen J. Mcveety sold 1,677 shares of the firm’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $90.83, for a total transaction of $152,321.91. Following the completion of the sale, the insider directly owned 122,750 shares of the company’s stock, valued at approximately $11,149,382.50. This trade represents a 1.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Chen Goldberg sold 18,950 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $90.84, for a total transaction of $1,721,418.00. Following the completion of the sale, the executive vice president owned 58,689 shares in the company, valued at approximately $5,331,308.76. This trade represents a 24.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 4,565,769 shares of company stock valued at $388,715,556.

Hedge Funds Weigh In On CoreWeave

Institutional investors have recently bought and sold shares of the company. Cornerstone Planning Group LLC lifted its position in shares of 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 in the last quarter. Family Legacy Financial Solutions LLC lifted its holdings in 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 stake in CoreWeave during the 3rd quarter worth approximately $27,000. OLD Second National Bank of Aurora purchased a new position in CoreWeave in the 3rd quarter valued at approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CoreWeave in the third quarter worth $27,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Revenue beat and record backlog support growth thesis: CoreWeave topped Q4 revenue estimates as AI demand pushed platform usage and backlog approached ~$67B, evidence of strong contracted demand. CNBC: CoreWeave beats revenue
• Positive Sentiment: High revenue guidance and large contracted pipeline: Management is targeting substantially higher FY26 revenue (company guidance implies a step-up in scale), which underpins the long-term growth story if margins recover as capacity ramps. Press release / slide deck
• Positive Sentiment: Strategic financing / partner support: Reports note syndication of large loans tied to long-term customer contracts and renewed Nvidia interest via a multibillion equity tie‑up, which can de‑risk expansion financing. Yahoo Finance: financing and Nvidia
• Neutral Sentiment: Analyst mix: Citizens Jmp reaffirmed a “market outperform” rating with a $180 target, while Needham left a “hold” — showing divergent views on payoff from current spending. Benzinga: analyst notes
• Neutral Sentiment: Mixed quarter — revenue growth strong but profitability lagging: Revenue surged >100% YoY, yet adjusted losses widened and EPS missed consensus, leaving the report technically mixed for traders. MarketBeat: earnings summary
• Negative Sentiment: Doubling capital expenditure raises margin and return concerns: Plans to materially increase capex this year triggered investor worry about near‑term margin pressure and the effectiveness of the spend. That prompted heavy selling in pre‑market trade. Reuters: capex concerns
• Negative Sentiment: Rising debt, interest costs and wider losses: Coverage (Barron’s/MSN) highlights growing interest expense and higher leverage after the quarter, which amplifies execution and liquidity risk while capex is ramping. Barron’s: debt and losses
• Negative Sentiment: Multiple securities‑fraud class action notices filed: Several law firms have announced suits and lead‑plaintiff deadlines alleging disclosure issues around data‑center delays and infrastructure risks — a reputational and legal overhang. Pomerantz PR: class action
• Negative Sentiment: Insider selling and short‑term selling pressure: Reports of insider sales and sizable short interest increases add to near‑term headwinds for the stock. AmericanBankingNews: insider selling

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.