Rosenblatt Securities Reaffirms Buy Rating for CoreWeave (NASDAQ:CRWV)

Posted by George Bondi on Sep 18th, 2026

CoreWeave (NASDAQ:CRWV – Get Free Report)‘s stock had its “buy” rating reaffirmed by research analysts at Rosenblatt Securities in a report released on Friday, Benzinga reports. They presently have a $250.00 price objective on the stock. Rosenblatt Securities’ price target suggests a potential upside of 212.97% from the stock’s previous close.

A number of other equities research analysts also recently weighed in on CRWV. Raymond James Financial downgraded CoreWeave from a “moderate buy” rating to a “hold” rating in a research report on Wednesday, July 22nd. BNP Paribas Exane assumed coverage on CoreWeave in a report on Tuesday, June 2nd. They issued an “outperform” rating and a $192.00 price target on the stock. Cantor Fitzgerald set a $176.00 price objective on CoreWeave and gave the stock an “overweight” rating in a research report on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $150.00 price objective on shares of CoreWeave in a report on Friday, August 7th. Finally, Truist Financial upped their target price on shares of CoreWeave from $155.00 to $165.00 and gave the company a “buy” rating in a research report on Monday, August 24th. Twenty-one equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, CoreWeave presently has an average rating of “Moderate Buy” and an average price target of $142.31.

Get Our Latest Analysis on CRWV

CoreWeave Price Performance

CRWV opened at $79.88 on Friday. The company has a debt-to-equity ratio of 5.53, a current ratio of 0.46 and a quick ratio of 0.46. The stock has a market capitalization of $36.65 billion, a P/E ratio of -21.88 and a beta of 7.45. The company’s 50 day simple moving average is $85.23 and its 200-day simple moving average is $94.04. CoreWeave has a one year low of $60.55 and a one year high of $153.20.

CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) earnings per share for the quarter, topping the consensus estimate of ($1.52) by $0.38. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The firm had revenue of $2.58 billion during the quarter. During the same quarter last year, the firm earned ($0.27) EPS. The business’s revenue for the quarter was up 112.5% on a year-over-year basis. Sell-side analysts anticipate that CoreWeave will post -5.19 earnings per share for the current fiscal year.

Insider Buying and Selling at CoreWeave

In other news, CEO Michael Intrator sold 278,560 shares of the business’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $97.43, for a total transaction of $27,140,100.80. Following the completion of the transaction, the chief executive officer directly owned 3,138,612 shares in the company, valued at approximately $305,794,967.16. The trade was a 8.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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, major shareholder Magnetar Financial Llc sold 307,131 shares of CoreWeave stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $108.75, for a total transaction of $33,400,496.25. Following the transaction, the insider directly owned 220,810 shares in the company, valued at $24,013,087.50. The trade was a 58.18% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 7,014,950 shares of company stock worth $629,986,096 over the last 90 days. 24.20% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On CoreWeave

Several institutional investors and hedge funds have recently made changes to their positions in CRWV. Wellington Altus USA Inc. lifted its holdings in CoreWeave by 256.0% during the second quarter. Wellington Altus USA Inc. now owns 534 shares of the company’s stock worth $53,000 after acquiring an additional 384 shares in the last quarter. IKE Capital LLC increased its holdings in shares of CoreWeave by 98.6% in the second quarter. IKE Capital LLC now owns 13,690 shares of the company’s stock worth $1,363,000 after acquiring an additional 6,796 shares in the last quarter. The Manufacturers Life Insurance Company increased its holdings in shares of CoreWeave by 7.0% in the second quarter. The Manufacturers Life Insurance Company now owns 23,616 shares of the company’s stock worth $2,351,000 after acquiring an additional 1,536 shares in the last quarter. Sequoia Financial Advisors LLC raised its position in shares of CoreWeave by 3.6% during the second quarter. Sequoia Financial Advisors LLC now owns 4,128 shares of the company’s stock worth $411,000 after purchasing an additional 145 shares during the period. Finally, Bienville Capital Management LLC raised its position in shares of CoreWeave by 72.6% during the second quarter. Bienville Capital Management LLC now owns 145,183 shares of the company’s stock worth $14,452,000 after purchasing an additional 61,083 shares during the period.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: CoreWeave became the first specialized AI cloud provider to bring a multi-rack NVIDIA Vera Rubin NVL72 cluster online. The system combines hundreds of next-generation GPUs for agentic AI workloads, while new object-storage capabilities could improve customer performance and help CoreWeave secure high-value contracts. CoreWeave Brings Up Multi-Rack NVIDIA Vera Rubin NVL72 Cluster
Positive Sentiment: The company has signed short-term compute contracts priced at approximately $40 million per megawatt on an annualized basis and reported more than $25 billion in new customer commitments early in the third quarter. The pricing suggests demand and pricing power remain strong. CoreWeave Continues to Contract New Compute Capacity at Higher Prices
Positive Sentiment: CoreWeave also secured a 15-year anchor lease and expansion agreement at Blockfusion’s Niagara Falls campus, providing long-term data-center capacity and access to power for future AI clusters. Blockfusion Signs 15-Year Anchor Lease With CoreWeave at Niagara Falls AI Campus
Neutral Sentiment: Despite a $104.2 billion backlog and revenue growth above 100%, CoreWeave remains unprofitable. Its recent quarterly loss exceeded $1 per share, and its debt-to-equity ratio of roughly 5.5 highlights the financial demands of expanding GPU capacity.
Negative Sentiment: Investor concern intensified after CoreWeave announced a proposed $3 billion convertible senior-notes offering, with a possible additional $500 million, and an at-the-market program allowing sales of up to 35 million Class A shares. The funding supports expansion but raises interest costs and potential dilution. CoreWeave launches $3 billion convertible debt sale
Negative Sentiment: Bernstein flagged CoreWeave as particularly exposed if AI training demand slows or model efficiency reduces infrastructure needs. Insider sales by the CEO and CFO added to sentiment pressure, although the transactions were conducted under a 10b5-1 plan and the CFO’s sale was reportedly related to tax withholding. Bernstein Flags CoreWeave as Most Exposed to an AI Training Slowdown

About CoreWeave

(Get Free Report)

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning, high-performance computing and other data-intensive workloads. The company provides access to accelerated computing resources, particularly graphics processing units (GPUs), through a cloud platform designed for large-scale training, inference, rendering and scientific computing.

Its offerings include on-demand and reserved GPU instances, cloud storage, high-speed networking, Kubernetes-based container orchestration and managed services for deploying and scaling workloads.