Needham & Company LLC Reaffirms “Hold” Rating for CoreWeave (NASDAQ:CRWV)

CoreWeave (NASDAQ:CRWV)‘s stock had its “hold” rating reiterated by equities researchers at Needham & Company LLC in a research report issued on Monday,Benzinga reports.

Other equities research analysts have also issued research reports about the stock. Barclays reduced their price target on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Citigroup reiterated a “buy” rating and set a $135.00 price target (down previously from $192.00) on shares of CoreWeave in a research note on Friday, December 19th. Melius Research set a $140.00 target price on CoreWeave in a report on Tuesday, November 11th. HC Wainwright restated a “buy” rating and issued a $180.00 price target on shares of CoreWeave in a research report on Wednesday, November 12th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $174.00 price objective on shares of CoreWeave in a research report on Wednesday, November 5th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $127.27.

CoreWeave Stock Up 10.7%

NASDAQ:CRWV opened at $108.86 on Monday. 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. The firm’s 50-day moving average price is $81.66 and its 200-day moving average price is $104.24. The company has a market capitalization of $42.06 billion and a PE ratio of -75.08.

CoreWeave (NASDAQ:CRWV) last released its earnings results on Monday, November 10th. The company reported ($0.22) EPS for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The company had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.28 billion. The company’s revenue was up 133.7% on a year-over-year basis. During the same period in the prior year, the company posted ($1.82) earnings per share.

Insider Buying and Selling at CoreWeave

In other news, CEO Michael N. Intrator sold 32,455 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $89.39, for a total value of $2,901,152.45. Following the completion of the sale, the chief executive officer directly owned 5,828,779 shares of the company’s stock, valued at approximately $521,034,554.81. This represents a 0.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Brian M. Venturo sold 281,250 shares of the stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $91.77, for a total value of $25,810,312.50. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 4,670,633 shares of company stock worth $424,518,081.

Hedge Funds Weigh In On CoreWeave

Several hedge funds have recently made changes to their positions in CRWV. Sivia Capital Partners LLC acquired a new stake in shares of CoreWeave in the second quarter worth $39,824,000. Farther Finance Advisors LLC acquired a new stake in shares of CoreWeave during the second quarter worth approximately $90,000. KG&L Capital Management LLC purchased a new position in CoreWeave during the second quarter valued at approximately $358,000. Albion Financial Group UT acquired a new position in CoreWeave in the 2nd quarter valued at approximately $163,000. Finally, Janney Montgomery Scott LLC purchased a new stake in CoreWeave in the 2nd quarter worth approximately $757,000.

Trending Headlines about 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.