CoreWeave (NASDAQ:CRWV) Shares Down 9.5% on Insider Selling

CoreWeave Inc. (NASDAQ:CRWV)’s share price fell 9.5% during mid-day trading on Thursday after an insider sold shares in the company. The stock traded as low as $74.00 and last traded at $74.65. 23,010,288 shares were traded during mid-day trading, a decline of 20% from the average session volume of 28,893,949 shares. The stock had previously closed at $82.46.

Specifically, insider Brannin Mcbee sold 28,500 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $90.44, for a total value of $2,577,540.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Brannin Mcbee sold 102,830 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $90.43, for a total value of $9,298,916.90. Following the completion of the transaction, the insider owned 248,664 shares in the company, valued at $22,486,685.52. This represents a 29.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In other CoreWeave news, insider Brannin Mcbee sold 35,335 shares of CoreWeave stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $90.43, for a total value of $3,195,344.05. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Wall Street Analysts Forecast Growth

CRWV has been the topic of a number of recent research reports. DA Davidson upgraded shares of CoreWeave from a “neutral” rating to a “buy” rating and raised their price target for the company from $68.00 to $110.00 in a report on Monday, January 26th. Macquarie Infrastructure reissued a “neutral” rating and set a $115.00 target price on shares of CoreWeave in a research report on Tuesday, January 27th. Truist Financial assumed coverage on CoreWeave in a research report on Tuesday, January 6th. They issued a “hold” rating and a $84.00 price target for the company. Barclays reduced their price target on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Finally, Evercore lowered their price objective on CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a report on Tuesday, November 11th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $127.27.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave rolled out a major consumer-facing brand campaign, “Ready for Anything, Ready for AI,” increasing visibility during the Winter Olympics and reinforcing its positioning as a purpose-built AI cloud provider. This can help sentiment and customer awareness. CoreWeave Introduces a New Brand Vision
• Positive Sentiment: Product update: CoreWeave introduced “ARENA,” a lab for AI production‑readiness aimed at enterprise testing and deployment — a concrete product that supports revenue monetization and customer stickiness for production AI workloads. Introducing CoreWeave ARENA
• Neutral Sentiment: Sector context: Market commentary about bitcoin‑miner-to‑AI‑landlord pivots highlights infrastructure demand and validates the addressable market for providers like CoreWeave — background support for the stock but not a direct company announcement. The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords (CRWV)
• Neutral Sentiment: Administrative items: CoreWeave set its Q4 / FY2025 earnings date and conference call (investors should watch for guidance/metrics on capacity and revenue conversion). CoreWeave Announces Date of Fourth Quarter and Fiscal Year 2025 Financial Results
• Negative Sentiment: Multiple law firms filed or announced investigations/class actions alleging securities fraud and misrepresentations about CoreWeave’s ability to scale infrastructure and meet guidance — Hagens Berman specifically flagged alleged data‑center delays and concealed infrastructure risks. These actions create legal risk, potential distraction, and could pressure the stock if litigation progresses. Hagens Berman Investigating Claims Against CoreWeave
• Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks of shares in early February (SEC filings), which investors often view as a negative signal about insider conviction even if sales are for diversification or tax reasons. Insider Sales by Brannin McBee

CoreWeave Stock Up 20.5%

The firm has a 50-day moving average of $84.51 and a two-hundred day moving average of $102.30. The firm has a market cap of $34.76 billion and a price-to-earnings ratio of -62.03. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66.

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 analysts’ consensus estimates of ($0.36) by $0.14. The business had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the business earned ($1.82) EPS. The business’s quarterly revenue was up 133.7% compared to the same quarter last year.

Hedge Funds Weigh In On CoreWeave

A number of institutional investors and hedge funds have recently bought and sold shares of CRWV. EverSource Wealth Advisors LLC boosted its holdings in CoreWeave by 30.9% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,251 shares of the company’s stock valued at $90,000 after purchasing an additional 295 shares during the period. Evoke Wealth LLC acquired a new position in shares of CoreWeave during the fourth quarter valued at about $401,000. Principle Wealth Partners LLC bought a new stake in shares of CoreWeave in the fourth quarter valued at about $903,000. Axxcess Wealth Management LLC acquired a new stake in CoreWeave during the fourth quarter worth about $718,000. Finally, Flaharty Asset Management LLC bought a new position in CoreWeave during the fourth quarter valued at about $215,000.

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.