CoreWeave (NASDAQ:CRWV) Insider Sells $22,311,562.50 in Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Brian Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $79.33, for a total value of $22,311,562.50. The transaction was disclosed in a legal filing with the SEC, which is available through this link.

CoreWeave Stock Down 2.4%

CRWV stock traded down $1.83 during trading on Friday, reaching $72.99. 25,477,384 shares of the company were exchanged, compared to its average volume of 24,690,086. CoreWeave Inc. has a 52-week low of $33.51 and a 52-week high of $187.00. The stock’s 50 day moving average price is $88.48 and its 200 day moving average price is $98.68. The company has a quick ratio of 0.49, a current ratio of 0.46 and a debt-to-equity ratio of 4.46.

CoreWeave (NASDAQ:CRWV) last announced its 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). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The firm had revenue of $1.57 billion during the quarter. CoreWeave’s quarterly revenue was up 110.4% on a year-over-year basis.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Won a multi‑year agreement to power Perplexity’s AI inference workloads, validating CoreWeave’s performance positioning in the high‑margin inference market and supporting long‑term revenue growth. Read More.
• Positive Sentiment: Backlog surged to $66.8B (up >4x YoY), giving strong contract visibility that supports management’s aggressive expansion plan and future revenue conversion. Read More.
• Positive Sentiment: Oppenheimer initiated coverage with an “Outperform” and a $140 price target, signaling conviction in CRWV’s multi‑year growth runway despite current headwinds. Read More.
• Neutral Sentiment: Company presented at the Morgan Stanley TMT conference (analyst/transcript coverage) — useful for model/visibility but not an immediate catalyst. Read More.
• Negative Sentiment: Multiple class‑action filings and numerous law‑firm deadline notices following Q4 results — litigation risk, potential legal costs and management distraction that typically pressure share prices. Read More.
• Negative Sentiment: Large Q4 loss (~$452M), soft guidance and reports of a $30–$35B 2026 capex plan have sparked “capex shock” concerns — raises near‑term cash‑flow and profitability risk despite backlog. Read More. Read More.
• Negative Sentiment: Negative analyst moves (Sanford C. Bernstein “underperform/strong sell” coverage) and recent CFO share sales amplify downside sentiment and signal caution to some investors. Read More. Read More.

Analysts Set New Price Targets

CRWV has been the topic of a number of recent research reports. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a research report on Friday, February 27th. JPMorgan Chase & Co. restated a “neutral” rating and issued a $110.00 target price on shares of CoreWeave in a report on Tuesday, November 11th. Morgan Stanley lifted their target price on CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 11th. Citigroup reduced their target price on shares of CoreWeave from $135.00 to $126.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Compass Point assumed coverage on shares of CoreWeave in a report on Thursday, November 13th. They issued a “buy” rating and a $150.00 target price on the stock. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, CoreWeave has an average rating of “Moderate Buy” and a consensus price target of $122.35.

Hedge Funds Weigh In On CoreWeave

Large investors have recently added to or reduced their stakes in the company. Hazlett Burt & Watson Inc. raised its position in CoreWeave by 34.7% during the fourth quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock valued at $33,000 after purchasing an additional 119 shares in the last quarter. Chilton Capital Management LLC boosted its position in shares of CoreWeave by 50.2% in the 3rd quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock worth $50,000 after purchasing an additional 121 shares in the last quarter. Cullen Frost Bankers Inc. grew its holdings in shares of CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after buying an additional 121 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 acquiring an additional 125 shares during the period. Finally, Parkside Financial Bank & Trust grew its stake in shares of CoreWeave by 26.3% during the 4th quarter. Parkside Financial Bank & Trust now owns 600 shares of the company’s stock valued at $43,000 after purchasing an additional 125 shares during the period.

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.