Rothschild & Co Redburn Initiates Coverage on CoreWeave (NASDAQ:CRWV)

Posted by Francis Steltz on Sep 23rd, 2026

Analysts at Rothschild & Co Redburn began coverage on shares of CoreWeave (NASDAQ:CRWV – Get Free Report) in a report issued on Monday, Marketbeat.com reports. The brokerage set a “sell” rating and a $54.00 price target on the stock. Rothschild & Co Redburn’s price objective points to a potential downside of 37.76% from the stock’s current price.

Several other equities research analysts have also recently weighed in on CRWV. Mizuho increased their price target on shares of CoreWeave from $100.00 to $115.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. Robert W. Baird upped their price objective on shares of CoreWeave from $100.00 to $130.00 and gave the company an “outperform” rating in a research note on Wednesday, August 12th. Rosenblatt Securities reiterated a “buy” rating and set a $250.00 target price on shares of CoreWeave in a report on Friday, September 18th. Raymond James Financial cut CoreWeave from a “moderate buy” rating to a “hold” rating in a research note on Wednesday, July 22nd. Finally, Jefferies Financial Group downgraded CoreWeave from a “buy” rating to a “hold” rating in a report on Wednesday, July 22nd. Twenty-one analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, CoreWeave currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.31.

View Our Latest Analysis on CRWV

CoreWeave Price Performance

CRWV opened at $86.76 on Monday. 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’s 50 day simple moving average is $85.26 and its 200 day simple moving average is $94.20. The firm has a market cap of $39.81 billion, a price-to-earnings ratio of -23.77 and a beta of 7.45. CoreWeave has a 1 year low of $60.55 and a 1 year high of $153.20.

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

Insider Transactions at CoreWeave

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 307,131 shares of the firm’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $108.75, for a total value of $33,400,496.25. Following the completion of the sale, the insider directly owned 220,810 shares in the company, valued at $24,013,087.50. This trade represents a 58.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Michael N. Intrator sold 278,560 shares of CoreWeave stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $97.43, for a total value of $27,140,100.80. Following the sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. 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. Over the last three months, insiders sold 6,380,334 shares of company stock valued at $561,507,579. 24.20% of the stock is owned by insiders.

Institutional Trading of CoreWeave

A number of institutional investors have recently made changes to their positions in CRWV. Alyeska Investment Group L.P. lifted its position in CoreWeave by 55.7% during the second quarter. Alyeska Investment Group L.P. now owns 10,891,267 shares of the company’s stock valued at $1,084,117,000 after purchasing an additional 3,897,741 shares during the period. State Street Corp boosted its stake in shares of CoreWeave by 139.7% in the 2nd quarter. State Street Corp now owns 7,058,846 shares of the company’s stock worth $702,638,000 after buying an additional 4,113,873 shares during the last quarter. Bank of America Corp DE boosted its stake in shares of CoreWeave by 13.1% in the 1st quarter. Bank of America Corp DE now owns 5,652,129 shares of the company’s stock worth $437,870,000 after buying an additional 653,398 shares during the last quarter. Clear Street Group Inc. grew its holdings in shares of CoreWeave by 57.2% in the fourth quarter. Clear Street Group Inc. now owns 4,653,815 shares of the company’s stock worth $333,260,000 after acquiring an additional 1,692,916 shares during the period. Finally, Deutsche Bank AG increased its position in CoreWeave by 22,624.0% during the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after acquiring an additional 3,796,077 shares during the last quarter.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: CoreWeave launched multi-rack NVIDIA Vera Rubin NVL72 clusters for large-scale AI training and inference, along with upgraded object storage featuring cross-region write acceleration and a lower-cost archive tier. The rollout could strengthen its position in high-performance AI cloud services and support agentic-AI workloads. CoreWeave Rolls Out Rubin Clusters and AI Storage for Agentic AI
Positive Sentiment: The company raised its 2026 revenue forecast to $12.4 billion–$13.2 billion after reporting $5.1 billion in 2025 revenue, reinforcing the view that demand for AI computing capacity remains strong. CoreWeave Raises 2026 Forecast
Positive Sentiment: Several market commentaries highlight CoreWeave’s triple-digit revenue growth and argue that the stock’s valuation discount could offer substantial upside. Evercore analyst Kirk Materne reportedly maintained a $150 price target, implying roughly 76% upside from recent levels. Analyst Projects 76% Surge With $150 Target Price
Positive Sentiment: Freedom Capital Markets reiterated its Buy rating, while CoreWeave remains among the AI infrastructure stocks attracting investor attention alongside Arm and AMD. Freedom Capital Markets Keeps Buy Rating
Neutral Sentiment: Comparisons with Nebius and IREN underscore CoreWeave’s rapid growth and strategic exposure to AI demand, but also its high capital requirements, customer concentration and execution risks.
Negative Sentiment: Rothschild & Co. Redburn initiated coverage with a Sell rating and a $54 price target, citing the risk of lower GPU prices and changing industry economics. The call contrasts sharply with the bullish $150 target. Redburn Downgrades CoreWeave to Sell
Negative Sentiment: Analysts and commentators continue to flag CoreWeave’s heavy debt burden, sensitivity to interest rates, reliance on major customers and the possibility that hyperscalers increasingly build competing capacity. Technical analysis has also warned that the recent rebound could reverse.

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.