CoreWeave’s (CRWV) Hold Rating Reaffirmed at Needham & Company LLC

CoreWeave (NASDAQ:CRWV)‘s stock had its “hold” rating restated by analysts at Needham & Company LLC in a report issued on Monday,Benzinga reports.

Several other equities analysts have also issued reports on the company. Macquarie lowered their price target on CoreWeave from $140.00 to $115.00 and set a “neutral” rating on the stock in a research note on Tuesday, November 11th. Barclays cut their target price on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research note on Monday, January 12th. Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. UBS Group reaffirmed a “neutral” rating on shares of CoreWeave in a report on Friday, January 16th. Finally, Stifel Nicolaus set a $120.00 target price on shares of CoreWeave in a research note on Tuesday, November 11th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, CoreWeave presently has a consensus rating of “Hold” and a consensus price target of $123.83.

CoreWeave Stock Performance

Shares of CRWV traded up $7.45 during mid-day trading on Monday, hitting $100.43. The company’s stock had a trading volume of 39,488,472 shares, compared to its average volume of 27,928,680. The stock’s 50-day moving average is $80.52 and its two-hundred day moving average is $104.64. The firm has a market capitalization of $38.81 billion and a PE ratio of -69.26. 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 has a one year low of $33.51 and a one year high of $187.00.

CoreWeave (NASDAQ:CRWV) last released its 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 company had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. CoreWeave’s revenue for the quarter was up 133.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned ($1.82) earnings per share.

Insiders Place Their Bets

In related news, insider Brian M. Venturo sold 281,250 shares of the stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $91.77, for a total transaction of $25,810,312.50. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Brannin Mcbee sold 35,335 shares of the firm’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total value of $3,367,072.15. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 7,674,171 shares of company stock valued at $840,445,742.

Institutional Trading of CoreWeave

A number of hedge funds and other institutional investors have recently made changes to their positions in CRWV. Costello Asset Management INC raised its position in shares of CoreWeave by 33.3% during the 2nd quarter. Costello Asset Management INC now owns 400 shares of the company’s stock valued at $65,000 after acquiring an additional 100 shares during the last quarter. Chilton Capital Management LLC lifted its holdings in shares of CoreWeave by 50.2% during the 3rd quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock valued at $50,000 after purchasing an additional 121 shares in the last quarter. Family Legacy Financial Solutions LLC boosted its holdings in shares of CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after buying an additional 125 shares during the period. CoreCap Advisors LLC increased its holdings in CoreWeave by 29.6% during the 3rd quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock worth $88,000 after purchasing an additional 147 shares in the last quarter. Finally, Pittenger & Anderson Inc. raised its position in CoreWeave by 36.0% in the 3rd quarter. Pittenger & Anderson Inc. now owns 680 shares of the company’s stock valued at $93,000 after buying an additional 180 shares during the last quarter.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed $2 billion to CoreWeave to deepen a strategic partnership and speed a multi?year buildout of AI “factories” and data?center capacity (Nvidia bought stock at $87.20/share; companies say CoreWeave will add more AI compute capacity through 2030). Article Title
• Positive Sentiment: Market reaction and commentary frame Nvidia’s stake as strategic validation of CoreWeave’s AI?infrastructure business, sending buying momentum across headlines and early trading coverage. Article Title
• Positive Sentiment: DA Davidson upgraded CRWV to a Buy and set a $110 price target, providing institutional support and an additional catalyst for momentum. Article Title
• Neutral Sentiment: The Nvidia stock purchase price ($87.20) is below recent trading, which may be seen as a favorable capital injection but also creates questions about share issuance terms and potential dilution or resale pressure over time. Article Title
• Negative Sentiment: Multiple law firms have filed or solicited plaintiffs in securities?fraud class actions over alleged misstatements between March 28, 2025 and December 15, 2025; a wave of filings and lead?plaintiff solicitations creates legal overhang and potential future liabilities (March 13, 2026 lead?plaintiff deadlines noted). Article Title
• Negative Sentiment: Recent reports show material insider selling (reported sale ~ $25.8M), which investors may interpret as a cautionary signal even as the stock rallies. Article Title

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.