CoreWeave’s (CRWV) Buy Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reaffirmed their buy rating on shares of CoreWeave (NASDAQ:CRWV) in a research report report published on Wednesday,Benzinga reports. They currently have a $250.00 target price on the stock.

Several other analysts also recently commented on the company. Oppenheimer upped their price objective on CoreWeave from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. BTIG Research started coverage on shares of CoreWeave in a research report on Wednesday, July 22nd. They set a “buy” rating on the stock. Mizuho lowered their price target on shares of CoreWeave from $110.00 to $100.00 and set a “neutral” rating on the stock in a research note on Wednesday, July 15th. Truist Financial raised shares of CoreWeave from a “hold” rating to a “buy” rating and dropped their target price for the company from $131.00 to $126.00 in a report on Tuesday, July 21st. Finally, Sanford C. Bernstein initiated coverage on CoreWeave in a research report on Wednesday, July 22nd. They set an “outperform” rating on the stock. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, CoreWeave currently has an average rating of “Moderate Buy” and a consensus target price of $138.72.

CoreWeave Stock Performance

Shares of CRWV stock opened at $105.26 on Wednesday. The stock’s 50-day moving average is $90.50 and its two-hundred day moving average is $95.01. The firm has a market cap of $48.30 billion, a price-to-earnings ratio of -28.84 and a beta of 7.44. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.31 and a current ratio of 0.46. CoreWeave has a 1 year low of $60.55 and a 1 year high of $153.20.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, topping the consensus estimate 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 company had revenue of $2.58 billion for the quarter. During the same period last year, the firm earned ($0.27) EPS. The company’s quarterly revenue was up 112.5% on a year-over-year basis. Analysts predict that CoreWeave will post -5.05 earnings per share for the current year.

Insiders Place Their Bets

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 307,131 shares of CoreWeave stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $108.75, for a total value of $33,400,496.25. Following the completion of the sale, the insider owned 220,810 shares in the company, valued at $24,013,087.50. The trade was a 58.18% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Jack D. Cogen sold 986,540 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $107.80, for a total transaction of $106,349,012.00. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 9,742,098 shares of company stock valued at $963,211,837. 24.20% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the stock. Jupiter Topco LLC purchased a new position in CoreWeave in the 2nd quarter worth approximately $17,035,000. Wedbush Fund Advisers LLC acquired a new stake in CoreWeave during the second quarter valued at approximately $23,563,000. Kinetic Partners Management LP lifted its stake in CoreWeave by 70.5% during the second quarter. Kinetic Partners Management LP now owns 904,900 shares of the company’s stock worth $90,074,000 after purchasing an additional 374,300 shares during the last quarter. EFG International AG boosted its holdings in shares of CoreWeave by 2.5% in the 2nd quarter. EFG International AG now owns 50,479 shares of the company’s stock valued at $5,023,000 after buying an additional 1,232 shares during the period. Finally, White Knight Strategic Wealth Advisors LLC grew its holdings in shares of CoreWeave by 7.1% during the second quarter. White Knight Strategic Wealth Advisors LLC now owns 3,565 shares of the company’s stock valued at $355,000 after purchasing an additional 235 shares during the last quarter.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Citigroup raised its price target to $159 and upgraded CoreWeave to “Buy,” implying substantial potential upside from recent levels and reinforcing bullish analyst sentiment. Benzinga
• Positive Sentiment: CoreWeave’s strong second-quarter results remain the main catalyst: revenue increased 112% year over year to approximately $2.6 billion, adjusted EBITDA reached $1.51 billion, and the company reported a $104.2 billion backlog—or $129.2 billion including incremental commitments. Full-year revenue guidance was raised to $12.4 billion–$13.2 billion. Seeking Alpha article
• Positive Sentiment: Analysts and market commentators said hyperscaler results and rising AI data-center pricing validate the monetization of AI demand. Robert W. Baird lifted its target to $130, while other coverage remained constructive on CoreWeave’s growth prospects. Baird price target article
• Neutral Sentiment: Technical coverage remains bullish after the earnings-driven surge, but the pullback indicates investors may be taking profits and reassessing valuation following the rapid advance. Barron’s technical analysis
• Negative Sentiment: Funding the growth plan remains a key risk. CoreWeave raised 2026 capital-expenditure expectations to $35 billion–$39 billion, while high debt and approximately $640 million in quarterly net interest expense could pressure cash flow and delay profitability. Zacks capex article
• Negative Sentiment: CEO Michael Intrator and co-founder Brannin McBee disclosed sizable sales executed under pre-arranged Rule 10b5-1 plans. Although planned transactions do not necessarily signal deteriorating business conditions, they can add pressure after a major rally. SEC insider filing

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.