CoreWeave (NASDAQ:CRWV – Get Free Report) had its price target boosted by analysts at Cantor Fitzgerald from $167.00 to $176.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Cantor Fitzgerald’s price objective indicates a potential upside of 94.86% from the stock’s previous close.
Several other equities research analysts also recently issued reports on CRWV. BNP Paribas Exane began coverage on CoreWeave in a research report on Tuesday, June 2nd. They issued an “outperform” rating and a $192.00 price target on the stock. Roth Capital reissued a “buy” rating and set a $150.00 price objective on shares of CoreWeave in a research report on Friday, May 8th. Oppenheimer increased their target price on CoreWeave from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Weiss Ratings raised CoreWeave from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, June 24th. Finally, Truist Financial raised CoreWeave from a “hold” rating to a “buy” rating and dropped their price target for the stock from $131.00 to $126.00 in a research report on Tuesday, July 21st. Twenty-four equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, CoreWeave currently has a consensus rating of “Moderate Buy” and an average price target of $138.00.
Read Our Latest Stock Report on CRWV
CoreWeave Price Performance
CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($1.52) by $0.38. The business had revenue of $2.58 billion for the quarter. CoreWeave had a negative net margin of 25.57% and a negative return on equity of 43.07%. The business’s quarterly revenue was up 112.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($0.27) earnings per share. On average, sell-side analysts predict that CoreWeave will post -5.77 EPS for the current year.
Insider Transactions at CoreWeave
In related news, EVP Chen Goldberg sold 19,208 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $92.29, for a total value of $1,772,706.32. Following the completion of the transaction, the executive vice president directly owned 71,266 shares in the company, valued at approximately $6,577,139.14. This represents a 21.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Sachin Jain sold 13,608 shares of CoreWeave stock in a transaction on Monday, August 10th. The stock was sold at an average price of $92.09, for a total transaction of $1,253,160.72. Following the sale, the chief operating officer owned 147,785 shares in the company, valued at $13,609,520.65. This represents a 8.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 8,972,789 shares of company stock valued at $889,538,607. Company insiders own 24.20% of the company’s stock.
Institutional Trading of CoreWeave
Several institutional investors have recently made changes to their positions in CRWV. AI Squared Management Ltd acquired a new position in CoreWeave in the second quarter worth about $6,934,000. Avanda Investment Management Pte. Ltd. acquired a new stake in CoreWeave during the second quarter valued at approximately $1,632,000. EP Wealth Advisors LLC grew its stake in shares of CoreWeave by 898.9% in the 2nd quarter. EP Wealth Advisors LLC now owns 26,091 shares of the company’s stock valued at $2,597,000 after purchasing an additional 23,479 shares during the period. Ieq Capital LLC grew its stake in shares of CoreWeave by 1,248.0% in the 2nd quarter. Ieq Capital LLC now owns 59,313 shares of the company’s stock valued at $5,904,000 after purchasing an additional 54,913 shares during the period. Finally, Burnham & Co LLC acquired a new position in shares of CoreWeave in the 2nd quarter worth approximately $32,000.
CoreWeave News Roundup
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: Revenue more than doubled: Second-quarter revenue rose 112.5% year over year to $2.58 billion, narrowly exceeding analyst expectations. The reported loss of $1.14 per share was also better than the consensus loss estimate, easing concerns about the company’s ability to convert AI demand into revenue. CoreWeave stock pops as revenue doubles
- Positive Sentiment: AI demand and backlog remain exceptionally strong: Management pointed to accelerating demand for GPU capacity, including business with Anthropic and Meta. CoreWeave’s contracted backlog reached approximately $104 billion, supporting expectations for substantial future growth as new data-center capacity comes online. CoreWeave Reports New Revenue High
- Positive Sentiment: Near-term guidance topped estimates: CoreWeave forecast third-quarter revenue of $3.5 billion to $3.6 billion, above the roughly $3.4 billion analyst consensus. Full-year 2026 revenue guidance was raised to $12.4 billion-$13.2 billion, while stronger pricing for AI compute further improved the growth outlook.
- Positive Sentiment: Older GPUs may retain value: An extended contract for Nvidia A100 GPUs suggested that aging hardware can continue generating revenue for many years, potentially improving the economics of CoreWeave’s GPU fleet. CoreWeave Stock Surges After Earnings
- Neutral Sentiment: Analyst opinions remain mixed: JPMorgan raised its price target to $110 but kept a Neutral rating, while Jefferies maintained a Buy rating and a $150 target. The wide range of targets reflects both strong demand and uncertainty around execution and profitability.
- Negative Sentiment: Losses and leverage remain important risks: CoreWeave continues to report negative net margins and is spending heavily on data centers. Its high debt burden increases financing and execution risk if capacity expansion is delayed or AI spending weakens.
- Negative Sentiment: Insider sale adds a modest overhang: COO Sachin Jain sold $1.25 million of shares to cover tax withholding related to vested equity awards. Because the sale was tax-related and he retained a substantial position, the signal is less concerning than a discretionary exit. CoreWeave COO Insider Sale
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.
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