CoreWeave (NASDAQ:CRWV) Trading Up 4.8% – Should You Buy?

Shares of CoreWeave Inc. (NASDAQ:CRWV) traded up 4.8% during trading on Thursday . The company traded as high as $68.94 and last traded at $67.68. 30,181,746 shares changed hands during mid-day trading, an increase of 22% from the average session volume of 24,678,896 shares. The stock had previously closed at $64.55.

Key Stores Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced it will join the Department of Energy’s Genesis Mission — a high?profile government program pairing AI and supercomputing for national research and energy innovation. That contract/partnership news is the primary catalyst cited across outlets for the rally. BusinessWire: CoreWeave Joins DOE Genesis
• Positive Sentiment: Citi reaffirmed a Buy on CRWV (new $135 price target), and other brokerage/independent upgrades (including bullish writeups and “Strong Buy” pieces) amplified demand by framing CoreWeave as a beneficiary of surging AI compute demand and large contract backlog. Analyst optimism likely fed short?covering and fresh buying. Yahoo Finance: Citi Buy
• Positive Sentiment: Fundamental bulls point to very strong revenue/backlog growth (Q3 revenue +~134% YoY; reported backlog cited at ~$55.6B) and long?dated take?or?pay contracts that raise revenue visibility — arguments repeated in upgrade coverage. That narrative supports re-rating despite past volatility. Seeking Alpha: Screaming Buy
• Neutral Sentiment: Technical and options commentary is intensifying: chart analysts are highlighting new support/resistance levels and volume nodes — this elevates short?term momentum trading and may increase intraday volatility (technical videos and options corner pieces noted). YouTube: Options Corner: CRWV Technical Trends
• Neutral Sentiment: Heavy media attention (TV commentators and social buzz) is driving FOMO; that amplifies flows but doesn’t change core fundamentals — good for momentum, ambiguous for long?term valuation. YouTube: DOE Partnership Powers CRWV Comeback Rally
• Negative Sentiment: Insider selling: CFO Nitin Agrawal disclosed a sale of 36,317 shares (~$2.5M) and other insiders have reduced holdings recently — investors often view clustered insider sales as a caution signal even when the company posts strong growth. SEC Form 4
• Negative Sentiment: Balance?sheet and execution risks remain a meaningful counterweight: analysts and pieces warning about high leverage, heavy CapEx and supply?chain pressure (and a ~50% pullback from recent highs cited by some outlets) argue the stock remains vulnerable if growth or margins slip. These concerns limit how far and how fast multiple expansion can run. Zacks: CRWV Crash Analysis Fool: Growth vs Leverage Risk

Analyst Upgrades and Downgrades

CRWV has been the subject of several recent research reports. HC Wainwright reiterated a “buy” rating and issued a $180.00 price target on shares of CoreWeave in a report on Wednesday, November 12th. Citigroup reaffirmed a “buy” rating and issued a $135.00 target price (down previously from $192.00) on shares of CoreWeave in a research report on Friday. Jefferies Financial Group dropped their target price on CoreWeave from $180.00 to $155.00 and set a “buy” rating on the stock in a report on Tuesday, November 11th. Compass Point assumed coverage on CoreWeave in a research report on Thursday, November 13th. They set a “buy” rating and a $150.00 price target on the stock. Finally, The Goldman Sachs Group lowered their price objective on shares of CoreWeave from $120.00 to $105.00 and set a “neutral” rating for the company in a research report on Monday, November 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $127.70.

CoreWeave Stock Up 22.6%

The firm has a fifty day simple moving average of $98.57 and a 200-day simple moving average of $118.44. The company has a market capitalization of $32.07 billion and a PE ratio of -57.24. 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 released its quarterly earnings results on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The company had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. The firm’s quarterly revenue was up 133.7% compared to the same quarter last year. During the same period in the previous year, the business posted ($1.82) EPS.

Insider Activity at CoreWeave

In other news, CFO Nitin Agrawal sold 36,317 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $69.18, for a total value of $2,512,410.06. Following the completion of the sale, the chief financial officer directly owned 167,075 shares in the company, valued at approximately $11,558,248.50. The trade was a 17.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Brannin Mcbee sold 500 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $73.68, for a total value of $36,840.00. Following the sale, the insider directly owned 58,500 shares in the company, valued at approximately $4,310,280. This represents a 0.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 21,438,483 shares of company stock worth $2,867,073,366.

Institutional Trading of CoreWeave

Several institutional investors have recently added to or reduced their stakes in CRWV. Proficio Capital Partners LLC grew its position in shares of CoreWeave by 446,194.0% during the 3rd 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 during the last quarter. Vanguard Group Inc. lifted its holdings in CoreWeave by 109.7% in the third quarter. Vanguard Group Inc. now owns 7,433,501 shares of the company’s stock worth $1,017,275,000 after acquiring an additional 3,888,164 shares during the last quarter. Invesco Ltd. boosted its stake in CoreWeave by 55,329.7% in the third quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after acquiring an additional 2,993,889 shares during the period. Clear Street Group Inc. bought a new position in shares of CoreWeave during the third quarter valued at approximately $405,199,000. Finally, Lavaca Capital LLC acquired a new stake in shares of CoreWeave during the 3rd quarter worth approximately $273,700,000.

About CoreWeave

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.