CoreWeave (NASDAQ:CRWV) Shares Up 9.3% – Should You Buy?

CoreWeave Inc. (NASDAQ:CRWV)’s stock price rose 9.3% during trading on Tuesday . The company traded as high as $99.37 and last traded at $99.30. Approximately 24,021,492 shares changed hands during mid-day trading, a decline of 11% from the average daily volume of 27,033,365 shares. The stock had previously closed at $90.84.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Large institutional interest: ARK Invest disclosed a roughly $3.5M purchase of CRWV shares, signaling conviction from a high-profile AI-focused buyer ahead of earnings — a likely short-term bullish catalyst. Cathie Wood buys $3.5 million in Nvidia-backed stock ahead of earnings
• Positive Sentiment: Fundamental tailwinds: coverage highlights CoreWeave’s large revenue backlog and Nvidia partnerships — factors that support medium-term growth expectations and make the company a favored AI-infrastructure play. 2 Artificial Intelligence (AI) Stocks That Could Double in 2026
• Neutral Sentiment: Upcoming earnings and previews: multiple previews and valuation checks warn the Q4 print (due Feb. 26) is high-impact — results could either validate the backlog story or expose margin/scale issues. Expect volatility around the report. CoreWeave’s Q4 results due Feb. 26: What it means for CRWV stock
• Neutral Sentiment: Comparative/valuation discussion: analysts and outlets are debating CRWV vs. larger players (e.g., MSFT) and flagging mixed fair-value signals — this amplifies stock swings as investors price growth vs. execution risk. CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
• Negative Sentiment: Multiple securities class-action notices: several law firms have filed or are soliciting plaintiffs alleging CoreWeave misled investors about scaling/data-center timelines and revenue guidance — legal risk raises uncertainty and potential financial/management distraction. CoreWeave, Inc. (CRWV) Facing Securities Class Action Over Alleged Data Center Delays and Concealed Infrastructure Risks – Hagens Berman
• Negative Sentiment: Follow-on legal notices and deadlines: a wave of class-action reminder filings (Glancy, Bernstein, Rosen, others) emphasize the March 13 lead-plaintiff deadline — the volume of notices keeps legal risk front-and-center for traders. Deadline Alert: CoreWeave, Inc. (CRWV) Shareholders Urged To Contact Glancy Prongay Wolke & Rotter LLP
• Negative Sentiment: Execution/leverage concerns and insider activity: commentary warns CoreWeave’s leverage and recent analyst-driven downdrafts could hit shareholders if AI demand slows; an insider sale disclosed earlier adds to headline risk. Eric Jackson Says CoreWeave’s Leverage Could Threaten Shareholders If AI Demand Slows Insider Sells $26.6M in Stock

Analysts Set New Price Targets

CRWV has been the subject of a number of research analyst reports. Cantor Fitzgerald reiterated an “overweight” rating and issued a $174.00 price target on shares of CoreWeave in a report on Wednesday, November 5th. Loop Capital lowered their price objective on CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $110.00 price target on shares of CoreWeave in a report on Tuesday, November 11th. Finally, HC Wainwright reaffirmed a “buy” rating and issued a $180.00 price objective on shares of CoreWeave in a report on Wednesday, November 12th. Seventeen investment 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 data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $125.45.

CoreWeave Trading Up 9.3%

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 business has a fifty day moving average of $87.08 and a 200-day moving average of $100.62. The stock has a market capitalization of $38.37 billion and a price-to-earnings ratio of -68.48.

Insiders Place Their Bets

In related news, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $74.44, for a total value of $20,936,250.00. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Michael N. Intrator sold 111,427 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total value of $8,066,200.53. Following the sale, the chief executive officer owned 5,922,620 shares in the company, valued at approximately $428,738,461.80. The trade was a 1.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 4,820,751 shares of company stock worth $407,231,149.

Institutional Investors Weigh In On CoreWeave

Several hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in CoreWeave by 275.6% in the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after buying an additional 20,487,478 shares during the period. Nvidia Corp grew its holdings in shares of CoreWeave by 0.4% during the 2nd quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock valued at $3,958,701,000 after acquiring an additional 95,113 shares in the last quarter. Proficio Capital Partners LLC increased its stake in shares of CoreWeave by 446,194.0% in the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after acquiring an additional 17,847,760 shares during the last quarter. Clear Street Group Inc. raised its holdings in shares of CoreWeave by 57.2% during the fourth quarter. Clear Street Group Inc. now owns 4,653,815 shares of the company’s stock worth $333,260,000 after acquiring an additional 1,692,916 shares in the last quarter. Finally, Alyeska Investment Group L.P. raised its holdings in shares of CoreWeave by 300.0% during the fourth quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock worth $286,440,000 after acquiring an additional 3,000,000 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.