CoreWeave (NASDAQ:CRWV) Trading Down 2.4% on Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) shares were down 2.4% on Friday after an insider sold shares in the company. The stock traded as low as $71.85 and last traded at $72.99. Approximately 24,919,143 shares traded hands during trading, a decline of 10% from the average daily volume of 27,567,982 shares. The stock had previously closed at $74.82.

Specifically, CFO Nitin Agrawal sold 3,920 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $73.20, for a total transaction of $286,944.00. Following the completion of the transaction, the chief financial officer directly owned 169,185 shares in the company, valued at $12,384,342. This represents a 2.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

Wall Street Analysts Forecast Growth

CRWV has been the subject of several research reports. Stifel Nicolaus set a $120.00 target price on CoreWeave in a research note on Tuesday, November 11th. Loop Capital dropped their price target on CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, November 12th. Sanford C. Bernstein began coverage on CoreWeave in a research note on Thursday. They issued an “underperform” rating and a $56.00 price target on the stock. Jefferies Financial Group cut their price objective on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Finally, Macquarie Infrastructure reissued a “neutral” rating and set a $115.00 price target on shares of CoreWeave in a research report on Tuesday, January 27th. Eighteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $122.35.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Large revenue and backlog add long‑term visibility — CoreWeave reported 2025 revenue of ~$5.13B and a contract backlog of $66.8B, giving management strong forward revenue visibility to support its aggressive buildout plans. CoreWeave (CRWV) Reports 2025 Revenue of $5.13B with $66.8B Backlog
• Positive Sentiment: Strategic customer win validates inference focus — a multi‑year deal to power Perplexity’s AI inference workloads underscores CoreWeave’s positioning in high‑frequency, revenue‑generating inference services versus generalist clouds. CoreWeave Just Landed a Deal That Signals Where AI Is Headed
• Positive Sentiment: Analyst initiation with upside — Oppenheimer initiated coverage with an “Outperform” and $140 price target, signaling some Street conviction around long‑term growth potential. AI Giant CoreWeave Popular Among Analysts This Week
• Neutral Sentiment: Mixed analyst views — other firms (Barclays, H.C. Wainwright, Mizuho, etc.) show divergence on valuation vs. growth and have varied price targets, creating a split‑market backdrop. Barclays Remain a Buy on CoreWeave (CRWV)
• Negative Sentiment: Large Q4 loss, soft guidance and capex plan raise near‑term risk — reports and plaintiff‑firm analyses highlight a roughly $452M Q4 loss, softer guidance and a $30–$35B 2026 capex program that could pressure cash flow and margins. Hagens Berman: CRWV $452M Q4 Loss and Soft Guidance CoreWeave’s CapEx Shock Spooks The Market
• Negative Sentiment: Mounting securities‑fraud class actions — multiple law firms have filed or issued notices (lead‑plaintiff deadlines March 13), increasing litigation exposure, potential settlements and headline risk. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave
• Negative Sentiment: Insider selling and negative analyst actions amplify downside — the CFO disclosed recent share sales and shops like Sanford C. Bernstein have issued underperform/strong‑sell views, which can worsen sentiment while uncertainty persists. SEC Form 4: CFO Sale Sanford C. Bernstein Coverage/Comment

CoreWeave Stock Down 2.4%

The firm has a market capitalization of $30.58 billion and a price-to-earnings ratio of -22.81. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.49. The stock has a fifty day moving average of $88.54 and a two-hundred day moving average of $98.84.

CoreWeave (NASDAQ:CRWV) last announced its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate 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. The company’s revenue was up 110.4% compared to the same quarter last year.

Hedge Funds Weigh In On CoreWeave

Hedge funds and other institutional investors have recently bought and sold shares of the company. Hsbc Holdings PLC grew its position in CoreWeave by 6,497.0% in the 4th quarter. Hsbc Holdings PLC now owns 425,970 shares of the company’s stock valued at $30,574,000 after purchasing an additional 419,513 shares during the period. SHP Wealth Management purchased a new position in shares of CoreWeave in the 4th quarter worth about $106,000. WMS Group LLC purchased a new position in CoreWeave in the fourth quarter valued at approximately $213,000. Caitong International Asset Management Co. Ltd lifted its position in shares of CoreWeave by 35.8% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 139,511 shares of the company’s stock valued at $9,990,000 after buying an additional 36,785 shares during the last quarter. Finally, Clearwave Capital LLC bought a new position in CoreWeave during the fourth quarter worth about $386,000.

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.