CoreWeave (NASDAQ:CRWV) Trading 10.8% Higher – Still a Buy?

CoreWeave Inc. (NASDAQ:CRWV)’s stock price traded up 10.8% during trading on Friday . The stock traded as high as $81.17 and last traded at $79.32. 27,730,125 shares traded hands during trading, an increase of 1% from the average session volume of 27,522,358 shares. The stock had previously closed at $71.61.

Key Stores Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: High-profile bullish commentary highlights sustained AI data‑center demand and long-term upside potential: Jim Cramer publicly called CRWV being down “silly,” which can support retail interest and buying. Article Title
• Positive Sentiment: Analyst/retail pieces emphasize CoreWeave’s strong revenue growth and AI-specific positioning — narratives that support higher multiple expectations if growth continues. Article Title Article Title
• Neutral Sentiment: Valuation/assumption scrutiny: a Seeking Alpha note flags an unusually long 12‑year server useful‑life assumption used in some models — this raises modeling risk but isn’t an operational update. Article Title
• Neutral Sentiment: Increased retail attention: CoreWeave dominated U.S. Google “stock” searches in 2025 — higher attention can amplify moves in either direction. Article Title
• Negative Sentiment: Multiple securities‑law investigations have been announced (Kessler Topaz, Kaplan Fox and Pomerantz), which increases legal, disclosure and settlement risk and weighs on investor sentiment. Article Title Article Title Article Title
• Negative Sentiment: Significant insider selling: SEC filings show large sales by insider Brannin McBee across late December (aggregate disclosed transactions totaling millions), which market participants often view as a negative signal; press coverage ties the sales to short‑term pressure on the stock. SEC Filing Article Title
• Negative Sentiment: Near‑term share weakness and market cap decline: commentary and reporting (Forbes) note a multi‑day losing streak and sizable market‑cap erosion in the last week, reinforcing negative momentum. Article Title

Wall Street Analyst Weigh In

A number of research firms have recently commented on CRWV. Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Bank of America cut their price target on CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Compass Point began coverage on CoreWeave in a research note on Thursday, November 13th. They issued a “buy” rating and a $150.00 price objective for the company. Mizuho set a $92.00 target price on shares of CoreWeave in a research report on Tuesday, December 16th. Finally, Stifel Nicolaus set a $120.00 target price on shares of CoreWeave in a report on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $127.70.

CoreWeave Stock Up 10.8%

The business has a 50-day simple moving average of $87.52 and a two-hundred day simple moving average of $112.89. The company has a market capitalization of $30.65 billion and a price-to-earnings ratio of -54.70. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings results on Monday, November 10th. The company reported ($0.22) EPS for the quarter, topping the consensus estimate of ($0.36) by $0.14. The company had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter last year, the company earned ($1.82) EPS. CoreWeave’s revenue for the quarter was up 133.7% compared to the same quarter last year.

Insider Buying and Selling

In other news, major shareholder Magnetar Financial Llc sold 1,004,073 shares of CoreWeave stock in a transaction dated Thursday, October 16th. The shares were sold at an average price of $143.51, for a total value of $144,094,516.23. Following the sale, the insider owned 2,246,787 shares of the company’s stock, valued at $322,436,402.37. The trade was a 30.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last ninety days, insiders have sold 14,838,617 shares of company stock worth $1,910,352,875.

Institutional Investors Weigh In On CoreWeave

Hedge funds have recently added to or reduced their stakes in the company. Family Legacy Financial Solutions LLC increased its position in CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares during the period. HighMark Wealth Management LLC acquired a new stake in shares of CoreWeave in the 3rd quarter valued at approximately $27,000. OLD Second National Bank of Aurora purchased a new stake in shares of CoreWeave in the third quarter valued at approximately $27,000. KERR FINANCIAL PLANNING Corp acquired a new position in CoreWeave during the third quarter worth $27,000. Finally, Princeton Global Asset Management LLC purchased a new position in CoreWeave in the third quarter worth $28,000.

About CoreWeave

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.