Truist Financial Forecasts Strong Price Appreciation for CoreWeave (NASDAQ:CRWV) Stock

CoreWeave (NASDAQ:CRWV) had its price target lifted by analysts at Truist Financial from $84.00 to $85.00 in a report issued on Friday,Benzinga reports. The firm currently has a “hold” rating on the stock. Truist Financial’s price target suggests a potential upside of 8.47% from the stock’s previous close.

Other equities research analysts also recently issued reports about the stock. Barclays reduced their price objective on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $110.00 price target on shares of CoreWeave in a research note on Tuesday, November 11th. The Goldman Sachs Group assumed coverage on CoreWeave in a report on Monday, January 12th. They set a “neutral” rating and a $86.00 price target on the stock. Stifel Nicolaus set a $120.00 target price on shares of CoreWeave in a research report on Tuesday, November 11th. Finally, Citizens Jmp restated a “market outperform” rating and issued a $180.00 target price on shares of CoreWeave in a research note on Friday. Seventeen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $124.34.

CoreWeave Trading Down 19.7%

Shares of CRWV stock traded down $19.27 on Friday, reaching $78.36. 41,194,934 shares of the stock were exchanged, compared to its average volume of 27,233,547. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49. The stock has a market cap of $30.28 billion and a PE ratio of -54.04. The stock has a 50 day moving average price of $88.95 and a 200 day moving average price of $100.37. CoreWeave has a one year low of $33.51 and a one year high of $187.00.

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 the consensus estimate of ($0.61) by ($0.28). The firm had revenue of $1.57 billion during the quarter. The company’s revenue for the quarter was up 110.4% compared to the same quarter last year.

Insider Buying and Selling at CoreWeave

In other news, insider Jeff Baker sold 2,374 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $90.83, for a total transaction of $215,630.42. Following the completion of the transaction, the insider directly owned 41,275 shares of the company’s stock, valued at $3,749,008.25. This trade represents a 5.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at 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 value of $1,721,418.00. Following the sale, the executive vice president directly owned 58,689 shares of the company’s stock, valued at approximately $5,331,308.76. This trade represents a 24.41% decrease in their position. 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 worth $388,715,556.

Hedge Funds Weigh In On CoreWeave

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

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Q4 revenue beat and huge backlog: CoreWeave reported roughly $1.57B in Q4 revenue, topping estimates, and said backlog surged to about $67B — evidence of strong AI-driven demand for GPU capacity. CoreWeave beats fourth-quarter revenue estimates
• Positive Sentiment: Analysts still constructive on medium/long term: Several firms reaffirmed or raised targets (DA Davidson raised to $125, Cantor Fitzgerald kept overweight with $131, Citizens JMP $180), signaling conviction that growth and backlog justify higher valuations despite near-term pain. Benzinga analyst coverage summary
• Neutral Sentiment: Revenue guidance upsides but mixed implications: Management issued FY and Q1 revenue targets materially above consensus (company guiding to a much larger revenue range), which supports the growth story but also underpins the need for accelerated buildout and funding. CoreWeave earnings materials
• Neutral Sentiment: CEO defends spending strategy: Management says capex acceleration is intentional to meet demand and that the buildout should drive future margin improvement, a message that may reassure growth‑focused holders but worry income/margin‑focused investors. CoreWeave CEO defends spending plans
• Negative Sentiment: Wider-than-expected loss and EPS miss: Adjusted EPS missed consensus and net losses widened, pressuring sentiment as investors weigh when the company will convert revenue growth into profits. CoreWeave Q4 results summary
• Negative Sentiment: Capex doubling sparks margin and leverage concerns: Company plans a much higher capital‑spend run‑rate this year, prompting investor worries about margin pressure, cash burn and the effectiveness of the large spending program. Capex and margin concerns
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm notices: Several firms filed or circulated notices of class actions alleging disclosure failures about infrastructure risks and capacity constraints; legal overhang increases uncertainty and can pressure the share price. Holzer & Holzer class action notice
• Negative Sentiment: Rising debt, dilution and interest expense: Commentary and coverage highlight a tripling of debt, meaningful share dilution and higher interest costs — all of which magnify execution risk while the company scales. Barron’s on debt and margins

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.