Jeff Baker Sells 5,143 Shares of CoreWeave (NASDAQ:CRWV) Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Jeff Baker sold 5,143 shares of the company’s stock in a transaction dated Thursday, January 29th. The stock was sold at an average price of $103.78, for a total transaction of $533,740.54. Following the completion of the sale, the insider directly owned 39,304 shares in the company, valued at $4,078,969.12. This represents a 11.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

CoreWeave Trading Down 6.4%

Shares of NASDAQ CRWV opened at $93.19 on Friday. CoreWeave Inc. 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 has a 50-day moving average of $83.32 and a 200 day moving average of $103.69. The stock has a market cap of $36.01 billion and a P/E ratio of -64.27.

CoreWeave (NASDAQ:CRWV) last released its earnings results 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 business had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter in the previous year, the business posted ($1.82) earnings per share. CoreWeave’s revenue for the quarter was up 133.7% on a year-over-year basis.

Institutional Trading of CoreWeave

Several large investors have recently modified their holdings of CRWV. Vanguard Group Inc. boosted its position in CoreWeave by 275.6% in the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after purchasing an additional 20,487,478 shares during the last quarter. Nvidia Corp lifted its stake in shares of CoreWeave by 0.4% in the 2nd quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after purchasing an additional 95,113 shares during the period. Proficio Capital Partners LLC boosted its holdings in shares of CoreWeave by 446,194.0% in the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after buying an additional 17,847,760 shares during the last quarter. Invesco Ltd. grew its position in CoreWeave by 55,329.7% during the third quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after buying an additional 2,993,889 shares during the period. Finally, Clear Street Group Inc. purchased a new stake in CoreWeave during the third quarter valued at approximately $405,199,000.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the stock. Wells Fargo & Company dropped their price target on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. DA Davidson raised shares of CoreWeave from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $68.00 to $110.00 in a report on Monday, January 26th. Melius Research set a $140.00 price target on shares of CoreWeave in a report on Tuesday, November 11th. Truist Financial began coverage on shares of CoreWeave in a research report on Tuesday, January 6th. They set a “hold” rating and a $84.00 price target for the company. Finally, The Goldman Sachs Group assumed coverage on CoreWeave in a research report on Monday, January 12th. They issued a “neutral” rating and a $86.00 price objective on the stock. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, CoreWeave presently has an average rating of “Moderate Buy” and an average price target of $127.27.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Market/analyst momentum: several recent pieces highlight CoreWeave as an AI‑infrastructure leader and a buy candidate amid renewed investor rotation into AI/cloud names — a tailwind for long‑term demand expectations. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
• Positive Sentiment: Analyst upgrade/coverage: a January upgrade/coverage note lifted sentiment and helped earlier upside as analysts emphasize CoreWeave’s positioning in the AI datacenter market. CoreWeave Stock Price Up 10.7% After Analyst Upgrade
• Neutral Sentiment: Industry comparison: pieces comparing CoreWeave to larger rivals (e.g., Alphabet/NVIDIA plays) note both upside and execution risks — useful context but mixed near‑term impact. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Backlog and balance‑sheet tradeoff: reporting on a large backlog (reported ~$56B) underscores strong demand but also highlights heavy borrowing and capex to scale — a dual signal for growth vs. financial risk. The Artificial Intelligence (AI) Stock That’s Quietly Building the Future of Cloud Computing
• Negative Sentiment: Legal overhang: a large cluster of shareholder law firms (Kessler Topaz, Hagens Berman, Berger Montague, BFA Law, Robbins Geller, Pomerantz, Rosen, Bragar, Levi & Korsinsky, and others) have filed/announced securities‑fraud class actions or investor alerts alleging misstatements about scaling and revenue guidance; a broad litigation wave is the primary driver of today’s selling pressure. Kessler Topaz Meltzer & Check, LLP Reminds CRWV Investors of March 13, 2026 Deadline
• Negative Sentiment: Reported stock plunge cited in litigation notices: multiple alerts reference a sizeable prior drop (~16% cited by some firms) and use that movement as the basis for claims — reinforcing short‑term uncertainty and potential settlement/defense costs. CRWV LOSS NOTICE: CoreWeave Inc. Plummets 16% Triggering Securities Fraud Class Action
• Negative Sentiment: Insider selling: a disclosed series of insider sales (large block sales by Brannin McBee around $101.45) increases perceived selling pressure and can amplify negative sentiment while litigation unfolds. SEC Form 4 — Insider Sales

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.