CoreWeave (NASDAQ:CRWV) CFO Sells $488,991.72 in Stock

CoreWeave Inc. (NASDAQ:CRWV) CFO Nitin Agrawal sold 5,383 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $90.84, for a total value of $488,991.72. Following the completion of the sale, the chief financial officer owned 173,105 shares of the company’s stock, valued at $15,724,858.20. This trade represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Nitin Agrawal also recently made the following trade(s):

• On Tuesday, December 16th, Nitin Agrawal sold 36,317 shares of CoreWeave stock. The stock was sold at an average price of $69.18, for a total value of $2,512,410.06.
• On Thursday, December 11th, Nitin Agrawal sold 66,467 shares of CoreWeave stock. The stock was sold at an average price of $82.58, for a total value of $5,488,844.86.

CoreWeave Stock Down 0.4%

Shares of NASDAQ:CRWV opened at $97.63 on Friday. CoreWeave Inc. has a 52-week low of $33.51 and a 52-week high of $187.00. The stock has a market cap of $37.72 billion and a P/E ratio of -67.33. The business has a fifty day moving average of $88.95 and a two-hundred day moving average of $100.37. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings results 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 for the quarter. The company’s revenue for the quarter was up 110.4% compared to the same quarter last year.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Revenue beat and large backlog — CoreWeave reported Q4 revenue that more than doubled year‑over‑year and beat estimates; management said backlog swelled (reported near ~$67 billion), underscoring strong AI-driven demand. CNBC: CoreWeave beats revenue projections
• Positive Sentiment: Aggressive revenue guidance for FY26 and Q1 — Management issued revenue guidance well above Street expectations (FY26: ~$12.0B–$13.0B vs. consensus ~$9.3B; Q1: ~$1.9B–$2.0B vs. ~$1.5B consensus), signaling continued top‑line growth visibility. BusinessWire: CoreWeave reports Q4 & FY guidance
• Neutral Sentiment: Analyst interest and institutional flows create mixed signals — some shops (e.g., ARK/DA Davidson) have added exposure and upgraded views, supporting momentum, while coverage remains varied and keeps trading active without a clear consensus directional push.
• Negative Sentiment: EPS miss and widening losses — CoreWeave reported ($0.89) EPS, missing estimates (~($0.61)), and net losses widened as expenses rose, which tempers enthusiasm despite the revenue beat. MarketBeat: Q4 results & transcript
• Negative Sentiment: Legal overhang — Multiple securities class‑action filings and law‑firm solicitations allege disclosure problems around data‑center delays and scaling; this raises potential litigation costs and uncertainty. Pomerantz class action announcement
• Negative Sentiment: Financing and capital concerns — reporting that Blue Owl didn’t close a planned $4B financing for a data‑center project and broader questions about access to capital and new chip tariffs increase scrutiny of CoreWeave’s debt‑heavy model. Yahoo Finance: financing & funding strains
• Negative Sentiment: Insider selling — recent insider sales (SEC Form 4 filings) were disclosed ahead of the report, which can spook some investors even though insiders still hold substantial positions. SEC Form 4 — insider sale

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of 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 position in CoreWeave by 0.4% in 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 CoreWeave by 446,194.0% during the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after purchasing an additional 17,847,760 shares during the period. Clear Street Group Inc. increased its stake in 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 purchasing an additional 1,692,916 shares during the period. Finally, Alyeska Investment Group L.P. lifted its position 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 purchasing an additional 3,000,000 shares in the last quarter.

Wall Street Analyst Weigh In

CRWV has been the subject of a number of recent analyst reports. Bank of America cut their price target on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating for the company in a report on Tuesday, November 11th. Barclays lowered their price objective on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Mizuho lifted their target price on CoreWeave from $92.00 to $100.00 and gave the company a “neutral” rating in a research report on Monday, January 26th. Jefferies Financial Group decreased their price target on CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Finally, The Goldman Sachs Group started coverage on CoreWeave in a research report on Monday, January 12th. They set a “neutral” rating and a $86.00 price objective for the company. Seventeen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $125.45.

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.