CoreWeave (NASDAQ:CRWV) Stock Price Up 6.8% – What’s Next?

CoreWeave Inc. (NASDAQ:CRWV)’s share price traded up 6.8% during trading on Friday . The company traded as high as $102.98 and last traded at $101.43. 34,452,836 shares traded hands during trading, an increase of 22% from the average session volume of 28,308,549 shares. The stock had previously closed at $95.01.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CEO pushback and investor reassurance — CEO Michael Intrator has publicly rebutted short‑seller/critic claims in interviews, helping restore some confidence among investors and traders. CEO Michael Intrator Is Taking CoreWeave Bears Head On
• Positive Sentiment: Broader AI demand tailwind — a strong semiconductor/AI setup (notably TSMC’s blowout quarter) lifted sentiment for AI‑infrastructure names, benefiting CoreWeave as investors rotate into GPU/data‑center plays. TSMC Blowout Q4 Starts A Chain Reaction
• Neutral Sentiment: Industry positioning under review — MarketBeat’s sector roundup ranks CoreWeave as the least attractive of five GPU‑as‑a‑service pure‑plays because it still relies on third‑party data‑center operators during its build‑out; that raises timing risk but doesn’t negate the company’s growth runway. The 5 Best GPU-as-a-Service Providers for 2026—And 1 Clear Winner
• Neutral Sentiment: Analyst views are mixed but generally constructive — consensus remains a “Moderate Buy” with varied price targets; this keeps analyst coverage supportive but not uniformly bullish.
• Negative Sentiment: Major securities class‑action filings tied to Denton data‑center delays — multiple firms have filed or announced investigations alleging CoreWeave misled investors about timing/capacity for the Denton, TX cluster (an OpenAI-related deployment). Those suits are the principal driver of recent market losses and could lead to expensive litigation/settlements or prolonged distraction. Hagens Berman: Class Action Over Denton Delays
• Negative Sentiment: Widespread law‑firm solicitations amplify legal risk — numerous firms are soliciting lead‑plaintiff candidates and reminding investors of March deadlines, increasing the odds of coordinated litigation and higher defense/settlement costs. Glancy Prongay & Murray: Class Action Notice
• Negative Sentiment: Insider selling and financial/operational pressure — significant disclosed insider sales and analyst notes flag rising capex and leverage as execution/timing risks that could pressure margins if growth or data‑center handoffs slip. Insider Selling Disclosure

Analyst Ratings Changes

Several research firms have issued reports on CRWV. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $174.00 price target on shares of CoreWeave in a research note on Wednesday, November 5th. Melius raised shares of CoreWeave from a “hold” rating to a “buy” rating and set a $165.00 target price for the company in a research note on Tuesday, September 23rd. Loop Capital reduced their price target on CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, November 12th. Melius Research set a $140.00 price objective on CoreWeave in a report on Tuesday, November 11th. Finally, Stifel Nicolaus set a $120.00 target price on CoreWeave in a research note on Tuesday, November 11th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, fifteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $123.81.

CoreWeave Stock Up 6.8%

The stock has a fifty day moving average price of $79.77 and a 200-day moving average price of $107.97. The firm has a market cap of $39.19 billion and a PE ratio of -69.95. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

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

Insider Activity at CoreWeave

In related news, insider Brian M. Venturo sold 154,479 shares of the firm’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $78.11, for a total transaction of $12,066,354.69. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Brannin Mcbee sold 26,000 shares of the company’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $88.77, for a total value of $2,308,020.00. The SEC filing for this sale provides additional information. In the last three months, insiders sold 7,802,031 shares of company stock worth $878,977,171.

Institutional Investors Weigh In On CoreWeave

Large investors have recently added to or reduced their stakes in the company. Balboa Wealth Partners increased its stake in CoreWeave by 13.7% during the 4th quarter. Balboa Wealth Partners now owns 5,384 shares of the company’s stock worth $386,000 after buying an additional 647 shares during the period. Crewe Advisors LLC increased its position in shares of CoreWeave by 100.0% during the fourth quarter. Crewe Advisors LLC now owns 450 shares of the company’s stock worth $32,000 after acquiring an additional 225 shares during the last quarter. Blue Trust Inc. lifted its stake in shares of CoreWeave by 66,600.0% in the fourth quarter. Blue Trust Inc. now owns 667 shares of the company’s stock worth $48,000 after acquiring an additional 666 shares in the last quarter. CRA Financial Services LLC purchased a new position in CoreWeave in the fourth quarter valued at about $219,000. Finally, Highline Wealth Partners LLC purchased a new position in CoreWeave in the fourth quarter valued at about $32,000.

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.