CoreWeave (NASDAQ:CRWV) Raised to Buy at DA Davidson

CoreWeave (NASDAQ:CRWV) was upgraded by investment analysts at DA Davidson from a “neutral” rating to a “buy” rating in a research note issued on Monday, MarketBeat reports. The brokerage currently has a $110.00 price target on the stock, up from their previous price target of $68.00. DA Davidson’s price objective indicates a potential upside of 1.05% from the stock’s current price.

Several other equities research analysts have also recently issued reports on the stock. Mizuho set a $92.00 target price on shares of CoreWeave in a research note on Tuesday, December 16th. Morgan Stanley upped their price objective on shares of CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 11th. HC Wainwright reiterated a “buy” rating and issued a $180.00 price objective on shares of CoreWeave in a report on Wednesday, November 12th. Melius Research set a $140.00 target price on CoreWeave in a report on Tuesday, November 11th. Finally, Citigroup reaffirmed a “buy” rating and issued a $135.00 price target (down previously from $192.00) on shares of CoreWeave in a report on Friday, December 19th. Eighteen research 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $127.27.

CoreWeave Trading Up 10.7%

Shares of CoreWeave stock opened at $108.86 on Monday. The stock has a market cap of $42.06 billion and a PE ratio of -75.08. The firm has a fifty day moving average price of $81.66 and a 200 day moving average price of $104.24. CoreWeave has a 1 year low of $33.51 and a 1 year high of $187.00. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.36) by $0.14. The company had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the firm earned ($1.82) EPS. The business’s quarterly revenue was up 133.7% compared to the same quarter last year.

Insiders Place Their Bets

In other CoreWeave news, CEO Michael N. Intrator sold 111,427 shares of CoreWeave stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total transaction of $8,066,200.53. Following the transaction, the chief executive officer owned 5,922,620 shares of the company’s stock, valued at $428,738,461.80. The trade was a 1.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, major shareholder Magnetar Financial Llc sold 331,324 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $135.65, for a total transaction of $44,944,100.60. Following the transaction, the insider owned 299,543 shares in the company, valued at approximately $40,633,007.95. This trade represents a 52.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 4,670,633 shares of company stock valued at $424,518,081.

Hedge Funds Weigh In On CoreWeave

Large investors have recently made changes to their positions in the stock. Costello Asset Management INC grew its stake in CoreWeave by 33.3% during the 2nd quarter. Costello Asset Management INC now owns 400 shares of the company’s stock worth $65,000 after buying an additional 100 shares during the last quarter. Chilton Capital Management LLC increased its holdings 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 acquiring an additional 121 shares during the period. Family Legacy Financial Solutions LLC lifted its position in CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares during the last quarter. CoreCap Advisors LLC lifted its position in CoreWeave by 29.6% in the 3rd quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock valued at $88,000 after purchasing an additional 147 shares during the last quarter. Finally, Pittenger & Anderson Inc. grew its position in CoreWeave by 36.0% in the 3rd quarter. Pittenger & Anderson Inc. now owns 680 shares of the company’s stock worth $93,000 after purchasing an additional 180 shares during the last quarter.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed another $2 billion and expanded its AI-infrastructure partnership with CoreWeave, buying stock at $87.20 to accelerate a multi‑GW AI data‑center buildout — a clear signal of commercial validation for CoreWeave’s growth story. Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Sell‑side momentum: DA Davidson upgraded CRWV to Buy (raised price target), and other outlets highlighted renewed investor interest — reinforcing demand from growth‑oriented funds. DA Davidson upgrades CoreWeave to Buy
• Positive Sentiment: Heavy trading and AI‑leadership rotation: volume surged well above average as the Nvidia news refocused investors on AI infrastructure leaders, adding liquidity and upward price pressure. Stock Market Today, Jan. 27: Nvidia’s $2 Billion Bet Lifts CoreWeave
• Neutral Sentiment: Analyst mix: Macquarie reaffirmed a “neutral” rating with a $115 target and Needham kept a hold — signaling that while growth expectations are strong, some analysts still see execution and valuation questions. Macquarie reaffirms neutral on CoreWeave
• Negative Sentiment: Widespread securities‑fraud litigation notices and multiple class‑action filings allege the company misled investors about its ability to scale and meet revenue guidance — a material legal overhang that can pressure sentiment and increase costs. Hagens Berman investigating claims against CoreWeave
• Negative Sentiment: Additional law firms (Pomerantz, Berger Montague, Rosen, BFA and others) have announced suits or investor alerts, amplifying the legal risk and the March 13 deadlines for lead‑plaintiff action. Pomerantz files class action against CoreWeave
• Negative Sentiment: Insider selling was reported (~$25.8M), and critical commentary (including a Seeking Alpha piece arguing valuation/execution concerns) add to short‑term caution for some investors. Insider selling: CoreWeave insider sells $25.8M CoreWeave: A $100B+ Problem (Seeking Alpha)

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.