CoreWeave Inc. (NASDAQ:CRWV – Get Free Report) CEO Michael Intrator sold 13,129 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $91.88, for a total transaction of $1,206,292.52. Following the completion of the transaction, the chief executive officer owned 1,687,129 shares of the company’s stock, valued at $155,013,412.52. This trade represents a 0.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
CoreWeave Price Performance
Shares of NASDAQ:CRWV opened at $87.85 on Friday. CoreWeave Inc. has a 12 month low of $60.55 and a 12 month high of $153.20. The stock has a market cap of $40.31 billion, a price-to-earnings ratio of -24.07 and a beta of 7.44. The stock’s 50 day moving average price is $89.99 and its 200 day moving average price is $94.74. The company has a debt-to-equity ratio of 5.53, a current ratio of 0.46 and a quick ratio of 0.46.
CoreWeave (NASDAQ:CRWV – Get Free Report) last released its earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share for the quarter, topping 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 quarter last year, the company earned ($0.27) earnings per share. The business’s revenue for the quarter was up 112.5% on a year-over-year basis. Equities research analysts anticipate that CoreWeave Inc. will post -5.17 earnings per share for the current fiscal year.
Key Stories Impacting CoreWeave
- Positive Sentiment: CoreWeave announced a multiyear agreement with Hudson River Trading (HRT) to provide AI infrastructure for trading research and model development. The deal reportedly could be worth billions and will use NVIDIA’s next-generation Vera Rubin NVL72 platform and Spectrum-X networking, expanding CoreWeave’s exposure to financial-services customers and supporting demand visibility. Hudson River Trading agreement
- Positive Sentiment: Analysts continue to point to CoreWeave’s powerful growth: recent quarterly revenue rose 112.5% year over year to $2.58 billion, while its backlog reached more than $104 billion. A bullish research view cited improving margins, operating leverage and strong AI demand, although it acknowledged capital-intensity risks. CoreWeave growth and valuation analysis
- Neutral Sentiment: Short seller Martin Shkreli reportedly covered his CoreWeave position after holding it for roughly a week. The move removes one source of short-selling pressure but is not necessarily a bullish signal, particularly as the stock continued to face broader volatility. Martin Shkreli covers CoreWeave short
- Negative Sentiment: CEO Michael Intrator sold 307,692 shares for approximately $29.5 million at an average price of $95.72. The sales were made under a pre-arranged Rule 10b5-1 plan, and he still owns a significant stake, but the size of the transaction weighed on sentiment and raised concerns about insider selling. CoreWeave CEO share sale
- Negative Sentiment: Bearish commentary argues that CoreWeave’s highly leveraged business model could struggle if AI infrastructure spending slows, capacity becomes excessive or interest rates remain elevated. With a debt-to-equity ratio above 5 and negative earnings, investors remain sensitive to funding costs, dilution risk and the company’s path to profitability. CoreWeave leverage and market risks
- Negative Sentiment: Northland Securities’ estimates show continued losses through 2027, including projected fiscal 2026 EPS of negative $5.50 and fiscal 2027 EPS of negative $3.18, although the firm expects a return to quarterly profitability in the fourth quarter of 2027. CoreWeave analyst estimates
Analyst Upgrades and Downgrades
Several brokerages recently weighed in on CRWV. Piper Sandler reaffirmed an “overweight” rating and set a $153.00 target price (up from $151.00) on shares of CoreWeave in a research note on Wednesday, August 12th. BNP Paribas Exane began coverage on shares of CoreWeave in a report on Tuesday, June 2nd. They issued an “outperform” rating and a $192.00 price target for the company. TD Cowen upgraded shares of CoreWeave to a “buy” rating in a research report on Wednesday, July 22nd. JPMorgan Chase & Co. lifted their price objective on shares of CoreWeave from $105.00 to $110.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 11th. Finally, Mizuho boosted their target price on shares of CoreWeave from $100.00 to $115.00 and gave the stock a “neutral” rating in a report on Wednesday, August 12th. Twenty-one analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $141.57.
View Our Latest Analysis on CRWV
Institutional Investors Weigh In On CoreWeave
Large investors have recently modified their holdings of the stock. Vanguard Group Inc. lifted its stake in CoreWeave by 275.6% during the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after buying an additional 20,487,478 shares in the last quarter. Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of CoreWeave by 6,022.0% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 112,768 shares of the company’s stock worth $8,075,000 after acquiring an additional 110,926 shares in the last quarter. Legal & General Group Plc increased its position in shares of CoreWeave by 8,455.6% in the fourth quarter. Legal & General Group Plc now owns 611,301 shares of the company’s stock worth $43,775,000 after acquiring an additional 604,156 shares in the last quarter. Broad Peak Investment Advisers Pte Ltd acquired a new stake in shares of CoreWeave during the fourth quarter valued at approximately $15,539,000. Finally, Bank of New York Mellon Corp raised its holdings in shares of CoreWeave by 12.6% during the first quarter. Bank of New York Mellon Corp now owns 353,702 shares of the company’s stock valued at $27,401,000 after acquiring an additional 39,599 shares during the period.
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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