CoreWeave Inc. (NASDAQ:CRWV) Stock Rated “Moderate Buy” by Wall Street Brokerages

CoreWeave Inc. (NASDAQ:CRWV) has earned a consensus recommendation of “Moderate Buy” from the thirty-five research firms that are currently covering the firm, MarketBeat reports. Three research analysts have rated the stock with a sell rating, nine have assigned a hold rating and twenty-three have assigned a buy rating to the company. The average 1-year price target among analysts that have issued ratings on the stock in the last year is $138.78.

Several equities analysts have recently commented on CRWV shares. TD Cowen raised shares of CoreWeave to a “buy” rating in a research note on Wednesday, July 22nd. Cantor Fitzgerald restated an “overweight” rating and set a $176.00 price target on shares of CoreWeave in a report on Monday, September 28th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $150.00 price target on shares of CoreWeave in a research report on Friday, August 7th. William Blair began coverage on CoreWeave in a research report on Wednesday. They issued an “outperform” rating on the stock. Finally, JPMorgan Chase & Co. raised shares of CoreWeave from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $120.00 to $125.00 in a research report on Thursday, September 24th.

CoreWeave Price Performance

Shares of NASDAQ:CRWV opened at $89.62 on Tuesday. The company’s fifty day moving average price is $87.05 and its 200-day moving average price is $94.66. The firm has a market capitalization of $41.12 billion, a price-to-earnings ratio of -24.55 and a beta of 7.36. CoreWeave has a one year low of $60.55 and a one year high of $153.20. 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) last issued its earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share (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 business had revenue of $2.58 billion during the quarter. During the same period in the prior year, the company earned ($0.27) EPS. The firm’s quarterly revenue was up 112.5% compared to the same quarter last year. On average, equities research analysts anticipate that CoreWeave will post -5.19 earnings per share for the current fiscal year.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Oppenheimer initiated or reiterated a Buy view on CoreWeave, adding to a series of favorable analyst opinions. William Blair also began coverage with an Outperform rating, while Jefferies said capacity constraints and demand visibility extending toward 2028 support its bullish case. CoreWeave Gets a Buy from Oppenheimer
• Positive Sentiment: UBS expects the AI-infrastructure market to remain strong, reinforcing the demand outlook for CoreWeave’s GPU-cloud and data-center services. UBS Sees AI Infrastructure Market Staying Hot
• Positive Sentiment: CoreWeave is expanding beyond traditional GPU rentals through NVIDIA Vera and Vera Rubin systems, its Forge AI-development environment and a new Partner Network. The initiatives target agentic AI, inference and enterprise workloads, potentially broadening revenue sources and customer reach. CoreWeave’s Vera Rubin Push
• Positive Sentiment: A new partner ecosystem and a clinical-AI deployment with Ennoble Care could help CoreWeave expand its customer base and showcase inference applications. CoreWeave Partner Network and AI Deals
• Neutral Sentiment: The bullish case emphasizes CoreWeave’s sizable backlog and rapid revenue growth, but the company is spending heavily to build capacity and relies substantially on debt and long-term leases.
• Negative Sentiment: Valuation concerns remain significant: investors must account for GPU replacement costs, interest expense and depreciation rather than relying solely on EBITDA. Critics also warn that expanding compute supply could eventually pressure pricing and returns. What Is CoreWeave Worth After the Cost of Replacing Its GPUs?
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares worth approximately $26.7 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature reduces its significance, but the transaction may still weigh on sentiment.

Insider Buying and Selling at CoreWeave

In other news, CEO Michael N. Intrator sold 200,000 shares of the company’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $78.23, for a total transaction of $15,646,000.00. Following the completion of the sale, the chief executive officer owned 2,476,815 shares of the company’s stock, valued at $193,761,237.45. This represents a 7.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Magnetar Financial Llc sold 307,131 shares of CoreWeave stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $108.75, for a total transaction of $33,400,496.25. Following the transaction, the insider directly owned 220,810 shares in the company, valued at $24,013,087.50. This represents a 58.18% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,416,822 shares of company stock worth $557,653,748 over the last three months. Insiders own 24.20% of the company’s stock.

Institutional Trading of CoreWeave

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Polaris Financial Partners acquired a new stake in CoreWeave during the third quarter worth about $56,000. CX Institutional purchased a new position in CoreWeave during the third quarter valued at approximately $138,000. Versant Capital Management Inc lifted its holdings in CoreWeave by 11,500.0% in the third quarter. Versant Capital Management Inc now owns 1,276 shares of the company’s stock valued at $111,000 after acquiring an additional 1,265 shares during the period. Doliver Advisors LP acquired a new position in CoreWeave in the third quarter valued at approximately $364,000. Finally, QRG Capital Management Inc. boosted its position in CoreWeave by 8.4% in the 2nd quarter. QRG Capital Management Inc. now owns 21,810 shares of the company’s stock worth $2,171,000 after purchasing an additional 1,692 shares in the last quarter.

About CoreWeave

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning and other data-intensive workloads. The company offers access to accelerated computing resources, including graphics processing units (GPUs), alongside central processing units, high-performance storage, networking and data center capacity.

Its platform supports AI model training, fine-tuning and inference, as well as visual effects, rendering, scientific computing and other demanding applications.