CoreWeave (NASDAQ:CRWV) Insider Sells $12,066,354.69 in Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Brian Venturo sold 154,479 shares of the business’s stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $78.11, for a total value of $12,066,354.69. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

CoreWeave Price Performance

CRWV opened at $80.14 on Friday. 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 stock’s 50 day simple moving average is $81.79 and its 200 day simple moving average is $109.53. The firm has a market cap of $30.97 billion and a price-to-earnings ratio of -55.27. CoreWeave Inc. has a 1 year low of $33.51 and a 1 year high of $187.00.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, beating analysts’ consensus estimates 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 period last year, the company posted ($1.82) EPS. The business’s revenue for the quarter was up 133.7% compared to the same quarter last year.

Institutional Investors Weigh In On CoreWeave

Hedge funds have recently made changes to their positions in the company. SG Americas Securities LLC grew its stake in CoreWeave by 402.6% in the fourth quarter. SG Americas Securities LLC now owns 329,357 shares of the company’s stock worth $23,585,000 after purchasing an additional 263,825 shares during the period. 180 Wealth Advisors LLC bought a new stake in shares of CoreWeave during the 4th quarter valued at $1,047,000. Wealth Enhancement Advisory Services LLC grew its position in shares of CoreWeave by 37.9% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 78,472 shares of the company’s stock worth $6,116,000 after buying an additional 21,568 shares during the period. Gryphon Financial Partners LLC increased its stake in shares of CoreWeave by 324.9% in the 4th quarter. Gryphon Financial Partners LLC now owns 49,684 shares of the company’s stock worth $3,558,000 after acquiring an additional 37,991 shares in the last quarter. Finally, Nordea Investment Management AB purchased a new position in CoreWeave during the 4th quarter valued at about $531,000.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: DA Davidson upgraded CRWV to “Neutral” (from Underperform), citing OpenAI fundraising as a potential short‑term demand catalyst for GPU capacity — a near‑term positive for revenue visibility. DA Davidson upgrade
• Positive Sentiment: Recent quarterly results showed a revenue beat and much faster year‑over‑year top‑line growth (revenue +133.7% YoY and EPS ahead of estimates), supporting the growth narrative that attracts investors to GPU cloud providers. Earnings summary
• Neutral Sentiment: Wells Fargo lowered its price target from $150 to $125 but kept an Overweight rating — a mixed analyst view that reduces upside expectations while maintaining conviction in the thesis. Wells Fargo note
• Neutral Sentiment: Other brokers have shifted toward cautious/hold stances or initiated coverage at neutral/hold levels — sentiment is moving from aggressive growth euphoria toward more measured expectations. Analyst coverage shift
• Negative Sentiment: Significant insider selling in early January: CEO Michael Intrator (~61,386 shares), Brian Venturo (~206,952 shares across Jan 6–7), and Brannin McBee (~166,670 shares) together sold ~435k shares (~$34M). Heavy insider sales can be interpreted by the market as a negative signal on near‑term conviction. SEC Form 4 filings
• Negative Sentiment: Multiple law firms (Kessler Topaz, Pomerantz, Kaplan Fox, Schall) have opened securities‑class‑action investigations into CoreWeave, increasing litigation and disclosure risk which can pressure the stock and add potential future costs. Kessler Topaz alert
• Negative Sentiment: Fundamental concerns: a Seeking Alpha piece highlights that CoreWeave’s strong backlog may be offset by high leverage and balance‑sheet risks — a reminder that fast growth carries financing and margin pressures. Seeking Alpha analysis

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on CRWV. Citigroup reiterated a “buy” rating and set a $135.00 target price (down from $192.00) on shares of CoreWeave in a report on Friday, December 19th. Jefferies Financial Group dropped their price objective on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a report on Monday, January 5th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $174.00 price objective on shares of CoreWeave in a research report on Wednesday, November 5th. Barclays decreased their target price on CoreWeave from $140.00 to $120.00 and set an “equal weight” rating for the company in a report on Wednesday, November 12th. Finally, Wells Fargo & Company cut their price target on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $125.39.

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.