CoreWeave (NASDAQ:CRWV) Shares Gap Up Following Analyst Upgrade

Shares of CoreWeave Inc. (NASDAQ:CRWV) gapped up before the market opened on Monday after Deutsche Bank Aktiengesellschaft upgraded the stock from a hold rating to a buy rating. The stock had previously closed at $92.98, but opened at $102.00. Deutsche Bank Aktiengesellschaft now has a $140.00 price target on the stock, up from their previous price target of $100.00. CoreWeave shares last traded at $106.21, with a volume of 17,084,257 shares.

A number of other analysts have also recently issued reports on the company. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a report on Monday. Truist Financial started coverage on shares of CoreWeave in a research report on Tuesday, January 6th. They set a “hold” rating and a $84.00 price target on the stock. Barclays dropped their price objective on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Stifel Nicolaus set a $120.00 target price on shares of CoreWeave in a research note on Tuesday, November 11th. Finally, Morgan Stanley upped their price target on shares of CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $127.27.

Insiders Place Their Bets

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 331,324 shares of the company’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $135.65, for a total value of $44,944,100.60. Following the completion of the transaction, the insider directly owned 299,543 shares of the company’s stock, valued at $40,633,007.95. This represents a 52.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $87.57, for a total value of $24,629,062.50. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,670,633 shares of company stock worth $424,518,081 in the last quarter.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed another $2 billion and expanded its AI-infrastructure partnership with CoreWeave, buying stock at $87.20 to accelerate a multi‑GW AI data‑center buildout — a clear signal of commercial validation for CoreWeave’s growth story. Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Sell‑side momentum: DA Davidson upgraded CRWV to Buy (raised price target), and other outlets highlighted renewed investor interest — reinforcing demand from growth‑oriented funds. DA Davidson upgrades CoreWeave to Buy
• Positive Sentiment: Heavy trading and AI‑leadership rotation: volume surged well above average as the Nvidia news refocused investors on AI infrastructure leaders, adding liquidity and upward price pressure. Stock Market Today, Jan. 27: Nvidia’s $2 Billion Bet Lifts CoreWeave
• Neutral Sentiment: Analyst mix: Macquarie reaffirmed a “neutral” rating with a $115 target and Needham kept a hold — signaling that while growth expectations are strong, some analysts still see execution and valuation questions. Macquarie reaffirms neutral on CoreWeave
• Negative Sentiment: Widespread securities‑fraud litigation notices and multiple class‑action filings allege the company misled investors about its ability to scale and meet revenue guidance — a material legal overhang that can pressure sentiment and increase costs. Hagens Berman investigating claims against CoreWeave
• Negative Sentiment: Additional law firms (Pomerantz, Berger Montague, Rosen, BFA and others) have announced suits or investor alerts, amplifying the legal risk and the March 13 deadlines for lead‑plaintiff action. Pomerantz files class action against CoreWeave
• Negative Sentiment: Insider selling was reported (~$25.8M), and critical commentary (including a Seeking Alpha piece arguing valuation/execution concerns) add to short‑term caution for some investors. Insider selling: CoreWeave insider sells $25.8M CoreWeave: A $100B+ Problem (Seeking Alpha)

Institutional Trading of CoreWeave

Hedge funds have recently made changes to their positions in the stock. Renaissance Capital LLC boosted its position in shares of CoreWeave by 49.9% in the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock valued at $6,454,000 after purchasing an additional 15,697 shares during the period. Munro Partners boosted its holdings in shares of CoreWeave by 5,272.4% in the third quarter. Munro Partners now owns 616,485 shares of the company’s stock worth $84,366,000 after buying an additional 605,010 shares during the period. Apexium Financial LP acquired a new position in shares of CoreWeave in the second quarter worth about $1,044,000. Chung Wu Investment Group LLC purchased a new position in shares of CoreWeave in the second quarter worth approximately $755,000. Finally, HWG Holdings LP acquired a new stake in shares of CoreWeave during the third quarter valued at approximately $1,863,000.

CoreWeave Price Performance

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 market cap of $42.06 billion and a price-to-earnings ratio of -75.08. The stock’s fifty day moving average price is $81.66 and its 200-day moving average price is $104.24.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping the consensus estimate of ($0.36) by $0.14. The firm 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 firm posted ($1.82) earnings per share. The company’s revenue for the quarter was up 133.7% on a year-over-year basis.

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.