CoreWeave (NASDAQ:CRWV) Price Target Raised to $125.00

CoreWeave (NASDAQ:CRWV) had its price objective upped by DA Davidson from $110.00 to $125.00 in a report published on Friday,Benzinga reports. The firm currently has a buy rating on the stock.

A number of other equities analysts have also commented on the company. Citigroup restated a “buy” rating and set a $135.00 price objective (down from $192.00) on shares of CoreWeave in a research note on Friday, December 19th. Bank of America decreased their price target on CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Mizuho upped their price objective on shares of CoreWeave from $92.00 to $100.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Evercore reduced their price objective on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 11th. Finally, Citizens Jmp restated a “market outperform” rating and issued a $180.00 target price on shares of CoreWeave in a research report on Friday. Seventeen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $124.34.

CoreWeave Price Performance

Shares of CoreWeave stock opened at $79.56 on Friday. CoreWeave has a twelve month low of $33.51 and a twelve month high of $187.00. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The company has a 50-day simple moving average of $88.88 and a two-hundred day simple moving average of $99.49. The stock has a market capitalization of $30.74 billion and a price-to-earnings ratio of -24.86.

CoreWeave (NASDAQ:CRWV) last announced its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 35.39% and a negative net margin of 22.75%.The business had revenue of $1.57 billion for the quarter. The company’s revenue for the quarter was up 110.4% on a year-over-year basis.

Insider Buying and Selling

In related news, EVP Chen Goldberg sold 18,950 shares of CoreWeave stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $90.84, for a total transaction of $1,721,418.00. Following the sale, the executive vice president directly owned 58,689 shares of the company’s stock, valued at approximately $5,331,308.76. The trade was a 24.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Kristen J. Mcveety sold 2,671 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $97.92, for a total transaction of $261,544.32. Following the completion of the transaction, the insider directly owned 120,079 shares of the company’s stock, valued at approximately $11,758,135.68. The trade was a 2.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,585,290 shares of company stock worth $392,301,407 in the last quarter.

Institutional Investors Weigh In On CoreWeave

Several hedge funds have recently modified their holdings of the company. Family Legacy Financial Solutions LLC increased its holdings in CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares in the last quarter. HighMark Wealth Management LLC bought a new stake in shares of CoreWeave during the third quarter worth about $27,000. OLD Second National Bank of Aurora acquired a new position in shares of CoreWeave in the third quarter valued at approximately $27,000. KERR FINANCIAL PLANNING Corp bought a new position in CoreWeave in the 3rd quarter valued at approximately $27,000. Finally, Aspect Partners LLC bought a new position in CoreWeave in the 3rd quarter valued at approximately $28,000.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Very strong demand/backlog and revenue growth: Q4 revenue was $1.57B (+~110% YoY) and fiscal 2025 revenue topped ~$5.1B; backlog expanded to roughly $66.8B and management guided FY‑2026 revenue to ~$12–13B, underscoring continued AI-driven demand. CoreWeave: From Growth Story To Capital Story
• Positive Sentiment: Beat on revenue and product progress: CoreWeave topped revenue estimates and launched services (e.g., object storage) while highlighting capacity ramps that should convert backlog into revenue over time. CoreWeave Reports Strong Q4 and FY2025 Results
• Neutral Sentiment: Mixed analyst action — some firms raised targets or reaffirmed overweight/Buy ratings while others trimmed targets or moved to Neutral/Hold; overall street targets remain elevated but commentary is cautious on debt and spending. Reuters: CapEx doubles, market reaction
• Neutral Sentiment: Investor events scheduled — management will present at Morgan Stanley and Cantor investor conferences (early March), offering opportunities for further color on capex plans and timelines. Investor conference notice
• Negative Sentiment: Earnings miss on EPS and wider GAAP loss: Q4 EPS of ($0.89) missed consensus and GAAP loss widened; interest expense jumped materially, pressuring near-term profitability despite strong adjusted EBITDA. MarketBeat: Q4 results
• Negative Sentiment: Big increase in capital spending and debt — management signaled a large CapEx program (management cited $30–$35B CapEx) and financing moves (loan syndication/equity support reported). The planned doubling of capex stoked margin concerns and heightened execution risk. Reuters: CapEx doubles, margin concerns
• Negative Sentiment: Multiple securities-class-action filings and broad law-firm notices alleging disclosure failures about data-center/infrastructure risks — legal risk and headline pressure add to near-term volatility. Hagens Berman class action notice
• Negative Sentiment: Market reaction and management defense: Shares fell sharply on the combination of EPS miss, heavy capex guidance and debt; CEO publicly defended the accelerated buildout but investor skepticism over capital intensity and execution remains high. CNBC: CEO defends spending

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.