CoreWeave (NASDAQ:CRWV) Price Target Raised to $85.00

CoreWeave (NASDAQ:CRWV) had its price objective hoisted by Truist Financial from $84.00 to $85.00 in a research report released on Friday,Benzinga reports. Truist Financial currently has a hold rating on the stock.

Other analysts have also issued reports about the company. Barclays lowered their target price on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Monday, January 12th. Citigroup restated a “buy” rating and issued a $135.00 price objective (down from $192.00) on shares of CoreWeave in a research note on Friday, December 19th. Bank of America cut their target price on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating for the company in a research report on Tuesday, November 11th. Mizuho lowered their price target on shares of CoreWeave from $100.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of CoreWeave from a “hold” rating to a “buy” rating and upped their price target for the company from $100.00 to $140.00 in a research note on Tuesday, January 27th. Seventeen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, CoreWeave currently has a consensus rating of “Moderate Buy” and a consensus price target of $124.34.

CoreWeave Stock Down 18.5%

CRWV opened at $79.56 on Friday. 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 stock has a market cap of $30.74 billion and a price-to-earnings ratio of -24.86. CoreWeave has a twelve month low of $33.51 and a twelve month high of $187.00. The company’s 50-day moving average price is $88.88 and its two-hundred day moving average price is $99.49.

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

Insider Activity

In other CoreWeave news, CEO Michael N. Intrator sold 111,427 shares of the firm’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $72.39, for a total value of $8,066,200.53. Following the completion of the transaction, the chief executive officer directly owned 5,922,620 shares of the company’s stock, valued at $428,738,461.80. This trade represents a 1.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Brannin Mcbee sold 102,835 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $78.61, for a total transaction of $8,083,859.35. Following the transaction, the insider owned 185,181 shares of the company’s stock, valued at $14,557,078.41. This trade represents a 35.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 4,585,290 shares of company stock worth $392,301,407.

Institutional Investors Weigh In On CoreWeave

Several large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in CoreWeave by 275.6% in the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after acquiring an additional 20,487,478 shares during the last quarter. Proficio Capital Partners LLC grew its holdings in shares of CoreWeave by 446,194.0% during the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after purchasing an additional 17,847,760 shares in the last quarter. Deutsche Bank AG increased its position in shares of CoreWeave by 22,624.0% in the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock worth $273,039,000 after purchasing an additional 3,796,077 shares during the last quarter. Altimeter Capital Management LP bought a new position in shares of CoreWeave in the fourth quarter worth approximately $230,099,000. Finally, Alyeska Investment Group L.P. raised its stake in CoreWeave by 300.0% in the fourth quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock valued at $286,440,000 after purchasing an additional 3,000,000 shares in the last quarter.

CoreWeave News Summary

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

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.