CoreWeave (NASDAQ:CRWV) Earns “Buy” Rating from Rosenblatt Securities

Posted by Francis Steltz on Aug 12th, 2026

CoreWeave (NASDAQ:CRWV – Get Free Report)‘s stock had its “buy” rating reiterated by research analysts at Rosenblatt Securities in a report released on Wednesday,Benzinga reports. They presently have a $250.00 price target on the stock. Rosenblatt Securities’ price objective suggests a potential upside of 176.79% from the stock’s current price.

Several other equities research analysts have also recently commented on the company. Wells Fargo & Company restated an “overweight” rating on shares of CoreWeave in a research note on Wednesday. Piper Sandler began coverage on shares of CoreWeave in a research report on Monday, August 3rd. They issued an “overweight” rating and a $151.00 price objective on the stock. DA Davidson reissued a “neutral” rating and issued a $100.00 price objective (down from $175.00) on shares of CoreWeave in a research note on Monday, May 18th. TD Cowen upgraded shares of CoreWeave to a “buy” rating in a research note on Wednesday, July 22nd. Finally, Citigroup lowered their target price on shares of CoreWeave from $158.00 to $142.00 and set a “buy” rating on the stock in a report on Wednesday, August 5th. Twenty-four research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, CoreWeave currently has an average rating of “Moderate Buy” and a consensus price target of $138.00.

Read Our Latest Stock Analysis on CRWV

CoreWeave Price Performance

Shares of CRWV opened at $90.32 on Wednesday. The company has a debt-to-equity ratio of 3.68, a quick ratio of 0.31 and a current ratio of 0.31. CoreWeave has a fifty-two week low of $60.55 and a fifty-two week high of $153.20. The firm has a 50-day simple moving average of $90.50 and a 200-day simple moving average of $94.73. The company has a market capitalization of $40.42 billion, a price-to-earnings ratio of -29.04 and a beta of 7.44.

CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating the consensus estimate of ($1.52) by $0.38. CoreWeave had a negative return on equity of 43.07% and a negative net margin of 25.57%.The firm had revenue of $2.58 billion during the quarter. During the same period in the prior year, the company earned ($0.27) earnings per share. The firm’s revenue was up 112.5% on a year-over-year basis. On average, equities research analysts anticipate that CoreWeave will post -5.77 earnings per share for the current year.

Insider Activity at CoreWeave

In other news, COO Sachin Jain sold 13,608 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $92.09, for a total transaction of $1,253,160.72. Following the transaction, the chief operating officer directly owned 147,785 shares of the company’s stock, valued at $13,609,520.65. This represents a 8.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Michael N. Intrator sold 200,000 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $91.80, for a total transaction of $18,360,000.00. Following the completion of the transaction, the chief executive officer owned 2,076,815 shares of the company’s stock, valued at $190,651,617. This represents a 8.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 8,972,789 shares of company stock valued at $889,538,607 over the last 90 days. Company insiders own 24.20% of the company’s stock.

Institutional Investors Weigh In On CoreWeave

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in CoreWeave by 275.6% during the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after purchasing an additional 20,487,478 shares in the last quarter. Proficio Capital Partners LLC increased its position in shares of CoreWeave by 446,194.0% in the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock valued at $2,443,013,000 after buying an additional 17,847,760 shares in the last quarter. Deutsche Bank AG increased its position in shares of CoreWeave by 22,624.0% in the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after buying an additional 3,796,077 shares in the last quarter. Altimeter Capital Management LP acquired a new position in shares of CoreWeave during the 4th quarter worth $230,099,000. Finally, Alyeska Investment Group L.P. raised its stake in shares of CoreWeave by 300.0% during the 4th quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock worth $286,440,000 after buying an additional 3,000,000 shares during the last quarter.

Key Headlines Impacting CoreWeave

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

(Get Free Report)

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.