Mizuho Cuts CoreWeave (NASDAQ:CRWV) Price Target to $95.00

CoreWeave (NASDAQ:CRWV) had its target price trimmed by Mizuho from $100.00 to $95.00 in a research report report published on Friday morning,Benzinga reports. The firm currently has a neutral rating on the stock.

Several other equities research analysts also recently commented on the company. Evercore reduced their price objective on CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, November 11th. Cantor Fitzgerald reissued an “overweight” rating and set a $131.00 price objective on shares of CoreWeave in a report on Friday. The Goldman Sachs Group began coverage on shares of CoreWeave in a report on Monday, January 12th. They issued a “neutral” rating and a $86.00 target price on the stock. Jefferies Financial Group decreased their target price on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Finally, Compass Point started coverage on CoreWeave in a report on Thursday, November 13th. They set a “buy” rating and a $150.00 price target on the stock. Seventeen research 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, the stock currently has an average rating of “Moderate Buy” and an average target price of $124.34.

CoreWeave Price Performance

Shares of CRWV 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 market capitalization of $30.74 billion and a P/E ratio of -24.86. The firm has a 50 day moving average of $88.88 and a 200 day moving average of $99.49. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data 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 business had revenue of $1.57 billion during the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 35.39%. The company’s revenue was up 110.4% compared to the same quarter last year.

Insider Transactions at CoreWeave

In other news, 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 completion of the sale, the insider owned 185,181 shares of the company’s stock, valued at $14,557,078.41. The trade was a 35.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Brian M. Venturo sold 281,250 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $87.75, for a total value of $24,679,687.50. The SEC filing for this sale provides additional information. Insiders have sold 4,585,290 shares of company stock worth $392,301,407 in the last 90 days.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. Hazlett Burt & Watson Inc. increased its holdings in CoreWeave by 34.7% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock worth $33,000 after acquiring an additional 119 shares in the last quarter. Chilton Capital Management LLC increased its stake in shares of CoreWeave by 50.2% in the third quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock worth $50,000 after purchasing an additional 121 shares in the last quarter. Cullen Frost Bankers Inc. increased its stake in shares of CoreWeave by 45.8% in the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after purchasing an additional 121 shares in the last quarter. Family Legacy Financial Solutions LLC raised its position in shares of CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares during the period. Finally, Parkside Financial Bank & Trust lifted its stake in shares of CoreWeave by 26.3% during the 4th quarter. Parkside Financial Bank & Trust now owns 600 shares of the company’s stock valued at $43,000 after buying an additional 125 shares in the last quarter.

Trending Headlines about 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.