CoreWeave (NASDAQ:CRWV) Stock Price Up 10.7% After Analyst Upgrade

Shares of CoreWeave Inc. (NASDAQ:CRWV) were up 10.7% on Tuesday after Deutsche Bank Aktiengesellschaft upgraded the stock from a hold rating to a buy rating. Deutsche Bank Aktiengesellschaft now has a $140.00 price target on the stock, up from their previous price target of $100.00. CoreWeave traded as high as $111.79 and last traded at $108.86. Approximately 47,968,940 shares traded hands during trading, an increase of 61% from the average daily volume of 29,756,709 shares. The stock had previously closed at $98.31.

Other equities research analysts have also recently issued reports about the company. Morgan Stanley increased their target price on CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. Bank of America lowered their price objective on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a report on Monday. Cantor Fitzgerald reiterated an “overweight” rating and issued a $174.00 price target on shares of CoreWeave in a research report on Wednesday, November 5th. Finally, Evercore ISI reduced their price target on CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a research report on Tuesday, November 11th. Eighteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $127.27.

Insider Buying and Selling

In related news, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $91.77, for a total transaction of $25,810,312.50. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Brannin Mcbee sold 33,335 shares of the company’s stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $101.45, for a total value of $3,381,835.75. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 4,621,288 shares of company stock worth $412,332,058.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA strategic backing — Nvidia committed $2 billion to accelerate CoreWeave’s AI data‑center buildout, a headline catalyst that validates demand for CoreWeave’s GPU infrastructure and fueled the recent multi‑day rally. Read More.
• Positive Sentiment: Analyst upgrade and higher price target — Deutsche Bank upgraded CRWV to Buy and raised its price target to $140, citing the Nvidia deal and 2026 setup; that upgrade supported further upside for the stock. Read More.
• Neutral Sentiment: Mixed analyst posture — several firms (Macquarie, Needham, others) reiterated Neutral/ Hold ratings or left guidance unchanged even after the Nvidia news, underscoring divergent views on whether the investment reduces execution risk or simply delays funding stress. Read More.
• Neutral Sentiment: “De‑risking” analysis — research pieces argue Nvidia’s investment improves CoreWeave’s probability of delivering planned capacity (better execution odds) but note the company still faces large capex and operational execution milestones. This is material but not a guaranteed upside. Read More.
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm notices — several firms have filed suits or issued notices alleging disclosure issues tied to deployment delays and guidance, increasing legal and reputational risk and likely weighing on the stock near term. Read More.
• Negative Sentiment: Large insider selling — director/executive Brannin McBee disclosed multiple sales on Jan. 26 totaling roughly 166,665 shares at ~\$101.45 apiece (aggregate ≈ mid‑teens of millions USD) and a sizable reduction in his holding; this intensified selling pressure and investor concern about insider conviction. Read More.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Nvidia Corp increased its position in CoreWeave by 0.4% in the second quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after purchasing an additional 95,113 shares during the last quarter. Proficio Capital Partners LLC increased its holdings in shares of CoreWeave by 446,194.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after buying an additional 17,847,760 shares during the last quarter. Vanguard Group Inc. raised its position in shares of CoreWeave by 109.7% during the 3rd quarter. Vanguard Group Inc. now owns 7,433,501 shares of the company’s stock valued at $1,017,275,000 after buying an additional 3,888,164 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of CoreWeave by 55,329.7% in the 3rd quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after acquiring an additional 2,993,889 shares during the last quarter. Finally, Clear Street Group Inc. purchased a new position in CoreWeave in the third quarter worth about $405,199,000.

CoreWeave Trading Down 2.6%

The company has a 50-day moving average of $82.28 and a 200 day moving average of $104.25. 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 company has a market cap of $40.97 billion and a PE ratio of -73.12.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.36) by $0.14. The company had revenue of $1.36 billion during the quarter, compared to the consensus estimate of $1.28 billion. CoreWeave’s revenue for the quarter was up 133.7% on a year-over-year basis. During the same period in the previous year, the business earned ($1.82) earnings per share.

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.