CoreWeave (NASDAQ:CRWV) Shares Down 6.1% After Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) shares fell 6.1% during trading on Thursday after an insider sold shares in the company. The company traded as low as $96.10 and last traded at $99.53. 30,637,222 shares were traded during mid-day trading, an increase of 1% from the average session volume of 30,218,545 shares. The stock had previously closed at $106.02.

Specifically, insider Brannin Mcbee sold 3,000 shares of the company’s stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $101.49, for a total value of $304,470.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Brannin Mcbee sold 102,830 shares of the firm’s stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $101.45, for a total transaction of $10,432,103.50. Following the completion of the transaction, the insider directly owned 248,664 shares in the company, valued at $25,226,962.80. This represents a 29.26% decrease in their position. The SEC filing for this sale provides additional information. In other CoreWeave news, insider Brannin Mcbee sold 25,500 shares of the business’s stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $101.45, for a total value of $2,586,975.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on CRWV shares. Melius Research set a $140.00 target price on shares of CoreWeave in a research report on Tuesday, November 11th. UBS Group restated a “neutral” rating on shares of CoreWeave in a report on Friday, January 16th. Loop Capital decreased their target price on CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. DA Davidson upgraded CoreWeave from a “neutral” rating to a “buy” rating and upped their target price for the stock from $68.00 to $110.00 in a report on Monday, January 26th. Finally, Mizuho raised their price target on CoreWeave from $92.00 to $100.00 and gave the company a “neutral” rating in a research note on Monday. Eighteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $127.27.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Market/analyst momentum: several recent pieces highlight CoreWeave as an AI‑infrastructure leader and a buy candidate amid renewed investor rotation into AI/cloud names — a tailwind for long‑term demand expectations. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
• Positive Sentiment: Analyst upgrade/coverage: a January upgrade/coverage note lifted sentiment and helped earlier upside as analysts emphasize CoreWeave’s positioning in the AI datacenter market. CoreWeave Stock Price Up 10.7% After Analyst Upgrade
• Neutral Sentiment: Industry comparison: pieces comparing CoreWeave to larger rivals (e.g., Alphabet/NVIDIA plays) note both upside and execution risks — useful context but mixed near‑term impact. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Backlog and balance‑sheet tradeoff: reporting on a large backlog (reported ~$56B) underscores strong demand but also highlights heavy borrowing and capex to scale — a dual signal for growth vs. financial risk. The Artificial Intelligence (AI) Stock That’s Quietly Building the Future of Cloud Computing
• Negative Sentiment: Legal overhang: a large cluster of shareholder law firms (Kessler Topaz, Hagens Berman, Berger Montague, BFA Law, Robbins Geller, Pomerantz, Rosen, Bragar, Levi & Korsinsky, and others) have filed/announced securities‑fraud class actions or investor alerts alleging misstatements about scaling and revenue guidance; a broad litigation wave is the primary driver of today’s selling pressure. Kessler Topaz Meltzer & Check, LLP Reminds CRWV Investors of March 13, 2026 Deadline
• Negative Sentiment: Reported stock plunge cited in litigation notices: multiple alerts reference a sizeable prior drop (~16% cited by some firms) and use that movement as the basis for claims — reinforcing short‑term uncertainty and potential settlement/defense costs. CRWV LOSS NOTICE: CoreWeave Inc. Plummets 16% Triggering Securities Fraud Class Action
• Negative Sentiment: Insider selling: a disclosed series of insider sales (large block sales by Brannin McBee around $101.45) increases perceived selling pressure and can amplify negative sentiment while litigation unfolds. SEC Form 4 — Insider Sales

CoreWeave Price Performance

The company has a market cap of $36.01 billion and a PE ratio of -64.27. 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 firm has a 50 day simple moving average of $83.32 and a 200-day simple moving average of $103.95.

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

Institutional Trading of CoreWeave

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in CoreWeave by 275.6% during the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after buying an additional 20,487,478 shares in the last quarter. Nvidia Corp grew its stake in shares of CoreWeave by 0.4% during the second quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after acquiring an additional 95,113 shares during the last quarter. Proficio Capital Partners LLC grew its stake 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 acquiring an additional 17,847,760 shares during the last quarter. Invesco Ltd. increased its holdings in shares of CoreWeave by 55,329.7% during the third 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 in the last quarter. Finally, Clear Street Group Inc. purchased a new position in shares of CoreWeave in the 3rd quarter valued at approximately $405,199,000.

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.