Jeff Baker Sells 1,256 Shares of CoreWeave (NASDAQ:CRWV) Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Jeff Baker sold 1,256 shares of the firm’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $91.88, for a total transaction of $115,401.28. Following the completion of the transaction, the insider directly owned 8,337 shares of the company’s stock, valued at $766,003.56. This represents a 13.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Jeff Baker also recently made the following trade(s):

• On Wednesday, July 29th, Jeff Baker sold 6,455 shares of CoreWeave stock. The stock was sold at an average price of $66.51, for a total transaction of $429,322.05.
• On Tuesday, June 30th, Jeff Baker sold 4 shares of CoreWeave stock. The shares were sold at an average price of $95.69, for a total transaction of $382.76.

CoreWeave Stock Performance

Shares of CRWV stock opened at $87.85 on Friday. The company has a fifty day moving average price of $89.99 and a two-hundred day moving average price of $94.74. CoreWeave Inc. has a one year low of $60.55 and a one year high of $153.20. The stock has a market cap of $40.31 billion, a P/E ratio of -24.07 and a beta of 7.44. The company has a debt-to-equity ratio of 5.53, a current ratio of 0.46 and a quick ratio of 0.46.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) earnings per share for the quarter, topping the consensus estimate of ($1.52) by $0.38. The company had revenue of $2.58 billion for the quarter. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The firm’s revenue for the quarter was up 112.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned ($0.27) earnings per share. As a group, equities analysts predict that CoreWeave Inc. will post -5.17 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have commented on CRWV. Sanford C. Bernstein lifted their price objective on shares of CoreWeave from $67.00 to $74.00 and gave the stock an “underperform” rating in a research report on Wednesday, August 12th. BTIG Research assumed coverage on CoreWeave in a research note on Wednesday, July 22nd. They set a “buy” rating on the stock. Barclays increased their target price on CoreWeave from $90.00 to $105.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. Citigroup raised their price target on CoreWeave from $142.00 to $159.00 and gave the stock a “buy” rating in a research report on Friday, August 14th. Finally, JPMorgan Chase & Co. boosted their price target on CoreWeave from $105.00 to $110.00 and gave the company a “neutral” rating in a research note on Tuesday, August 11th. Twenty-one research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $141.57.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multiyear agreement with Hudson River Trading (HRT) to provide AI infrastructure for trading research and model development. The deal reportedly could be worth billions and will use NVIDIA’s next-generation Vera Rubin NVL72 platform and Spectrum-X networking, expanding CoreWeave’s exposure to financial-services customers and supporting demand visibility. Hudson River Trading agreement
• Positive Sentiment: Analysts continue to point to CoreWeave’s powerful growth: recent quarterly revenue rose 112.5% year over year to $2.58 billion, while its backlog reached more than $104 billion. A bullish research view cited improving margins, operating leverage and strong AI demand, although it acknowledged capital-intensity risks. CoreWeave growth and valuation analysis
• Neutral Sentiment: Short seller Martin Shkreli reportedly covered his CoreWeave position after holding it for roughly a week. The move removes one source of short-selling pressure but is not necessarily a bullish signal, particularly as the stock continued to face broader volatility. Martin Shkreli covers CoreWeave short
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares for approximately $29.5 million at an average price of $95.72. The sales were made under a pre-arranged Rule 10b5-1 plan, and he still owns a significant stake, but the size of the transaction weighed on sentiment and raised concerns about insider selling. CoreWeave CEO share sale
• Negative Sentiment: Bearish commentary argues that CoreWeave’s highly leveraged business model could struggle if AI infrastructure spending slows, capacity becomes excessive or interest rates remain elevated. With a debt-to-equity ratio above 5 and negative earnings, investors remain sensitive to funding costs, dilution risk and the company’s path to profitability. CoreWeave leverage and market risks
• Negative Sentiment: Northland Securities’ estimates show continued losses through 2027, including projected fiscal 2026 EPS of negative $5.50 and fiscal 2027 EPS of negative $3.18, although the firm expects a return to quarterly profitability in the fourth quarter of 2027. CoreWeave analyst estimates

Hedge Funds Weigh In On CoreWeave

A number of institutional investors have recently modified their holdings of the business. Pin Oak Investment Advisors Inc. acquired a new stake in CoreWeave in the third quarter valued at about $34,000. Essential Partners LLC bought a new position in CoreWeave in the second quarter valued at about $30,000. Burnham & Co LLC acquired a new position in CoreWeave during the second quarter worth about $32,000. Cornerstone Planning Group LLC raised 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 acquiring an additional 251 shares in the last quarter. Finally, Cullen Frost Bankers Inc. raised its stake in CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after acquiring an additional 121 shares in the last quarter.

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.