Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells 100,000 Shares of Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Brannin Mcbee sold 100,000 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $82.53, for a total transaction of $8,253,000.00. Following the sale, the insider owned 248,664 shares of the company’s stock, valued at $20,522,239.92. This represents a 28.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Brannin Mcbee also recently made the following trade(s):

• On Monday, March 23rd, Brannin Mcbee sold 43,750 shares of CoreWeave stock. The stock was sold at an average price of $82.53, for a total value of $3,610,687.50.
• On Monday, March 23rd, Brannin Mcbee sold 22,915 shares of CoreWeave stock. The shares were sold at an average price of $82.53, for a total value of $1,891,174.95.
• On Monday, March 16th, Brannin Mcbee sold 43,750 shares of CoreWeave stock. The shares were sold at an average price of $84.44, for a total value of $3,694,250.00.
• On Monday, March 16th, Brannin Mcbee sold 100,000 shares of CoreWeave stock. The stock was sold at an average price of $84.44, for a total transaction of $8,444,000.00.
• On Monday, March 16th, Brannin Mcbee sold 22,915 shares of CoreWeave stock. The stock was sold at an average price of $84.44, for a total value of $1,934,942.60.
• On Monday, March 9th, Brannin Mcbee sold 181,245 shares of CoreWeave stock. The shares were sold at an average price of $72.61, for a total value of $13,160,199.45.
• On Monday, March 9th, Brannin Mcbee sold 300,000 shares of CoreWeave stock. The shares were sold at an average price of $72.61, for a total transaction of $21,783,000.00.
• On Monday, March 9th, Brannin Mcbee sold 18,750 shares of CoreWeave stock. The shares were sold at an average price of $72.61, for a total transaction of $1,361,437.50.
• On Tuesday, February 17th, Brannin Mcbee sold 25,000 shares of CoreWeave stock. The shares were sold at an average price of $91.73, for a total value of $2,293,250.00.
• On Tuesday, February 17th, Brannin Mcbee sold 102,830 shares of CoreWeave stock. The stock was sold at an average price of $91.73, for a total value of $9,432,595.90.

CoreWeave Stock Performance

Shares of NASDAQ:CRWV traded up $4.56 on Wednesday, reaching $87.58. 19,044,360 shares of the company were exchanged, compared to its average volume of 24,808,598. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.46 and a current ratio of 0.46. The company has a 50-day moving average of $89.08 and a 200-day moving average of $97.55. CoreWeave Inc. has a 1-year low of $33.51 and a 1-year high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The company had revenue of $1.57 billion during the quarter. CoreWeave’s revenue was up 110.4% compared to the same quarter last year.

Analyst Upgrades and Downgrades

Several research firms have weighed in on CRWV. HC Wainwright reissued a “buy” rating and set a $180.00 price target on shares of CoreWeave in a research report on Monday, March 2nd. Jefferies Financial Group cut their price target on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Truist Financial lifted their price objective on CoreWeave from $84.00 to $85.00 and gave the company a “hold” rating in a research note on Friday, February 27th. Citigroup reduced their target price on shares of CoreWeave from $135.00 to $126.00 and set a “buy” rating on the stock in a report on Wednesday, March 4th. Finally, Mizuho decreased their price target on CoreWeave from $100.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, February 27th. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $121.06.

Institutional Investors Weigh In On CoreWeave

A number of institutional investors have recently modified their holdings of the business. Cornerstone Planning Group LLC grew its holdings in shares of 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 during the last quarter. Family Legacy Financial Solutions LLC grew its stake in shares of CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares in the last quarter. HighMark Wealth Management LLC acquired a new position in CoreWeave during the 3rd quarter valued at about $27,000. OLD Second National Bank of Aurora acquired a new position in shares of CoreWeave during the third quarter valued at approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CoreWeave during the 3rd quarter valued at $27,000.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: BofA upgraded CoreWeave to a “Buy” and set a $100 price target, citing the company’s AI positioning — the upgrade helped lift sentiment and likely triggered buying from institutions and momentum players. Analyst: AI Advantage Makes CoreWeave Stock a ‘Buy’
• Positive Sentiment: CoreWeave won a contract with Zonos to power AI-driven cross‑border commerce systems — a commercial win that may translate into multi‑year, recurring cloud revenue and better utilization for its GPU infrastructure. CoreWeave Selected by Zonos
• Positive Sentiment: Analyst writeups (Zacks) highlight the Zonos deal as the kind of recurring, enterprise SaaS-style revenue CoreWeave needs to stabilize growth and margins — reinforcing the view that new enterprise deals can improve revenue quality. CoreWeave Wins Zonos Contract: A New Recurring Revenue Opportunity?
• Neutral Sentiment: Valuation checks and commentary note the recent pullback has made CRWV more approachable for some investors, but opinions differ on whether the stock is fairly priced given execution risk and capex needs. Valuation Check After Recent Pullback
• Neutral Sentiment: Longer-form analysis frames CoreWeave as a “compelling risk/reward” but flags a capex backlog that could weigh on near‑term cash flow — mixed implications for investors balancing growth vs. profitability. Compelling Risk/Reward Despite Capex Backlog
• Neutral Sentiment: Commentary pieces argue CoreWeave (and peers) can counter AI skepticism if execution and product performance continue to improve — supportive narrative but not immediate catalyst. How CoreWeave Can Prove AI Doubters Wrong
• Negative Sentiment: A RiverPark investor letter and other coverage note shares have fallen at times despite >40% revenue growth, underscoring investor concern that top-line momentum hasn’t yet translated into sustainable profits. CoreWeave Fell Despite >40% Revenue Growth
• Negative Sentiment: Broader scrutiny (e.g., Michael Burry‑linked commentary) about accounting and depreciation for AI hardware could keep pressure on valuation multiples for GPU‑heavy cloud providers if regulators or investors demand more conservative assumptions. Was Michael Burry Right About AI Stocks?

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.