CoreWeave (NASDAQ:CRWV) Insider Brannin Mcbee Sells 100,000 Shares

CoreWeave Inc. (NASDAQ:CRWV) insider Brannin Mcbee sold 100,000 shares of the stock in a transaction that occurred on Monday, March 30th. The stock was sold at an average price of $69.22, for a total value of $6,922,000.00. Following the sale, the insider owned 248,664 shares in the company, valued at approximately $17,212,522.08. This trade represents a 28.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Brannin Mcbee also recently made the following trade(s):

• On Monday, March 30th, Brannin Mcbee sold 43,750 shares of CoreWeave stock. The shares were sold at an average price of $69.22, for a total value of $3,028,375.00.
• On Monday, March 23rd, Brannin Mcbee sold 43,750 shares of CoreWeave stock. The stock was sold at an average price of $82.53, for a total value of $3,610,687.50.
• On Monday, March 23rd, Brannin Mcbee sold 100,000 shares of CoreWeave stock. The stock was sold at an average price of $82.53, for a total value of $8,253,000.00.
• On Monday, March 23rd, Brannin Mcbee sold 22,915 shares of CoreWeave stock. The shares were sold at an average price of $82.53, for a total value of $1,891,174.95.
• On Monday, March 16th, Brannin Mcbee sold 43,750 shares of CoreWeave stock. The shares were sold at an average price of $84.44, for a total value of $3,694,250.00.
• On Monday, March 16th, Brannin Mcbee sold 100,000 shares of CoreWeave stock. The stock was sold at an average price of $84.44, for a total transaction of $8,444,000.00.
• On Monday, March 16th, Brannin Mcbee sold 22,915 shares of CoreWeave stock. The stock was sold at an average price of $84.44, for a total transaction of $1,934,942.60.
• On Monday, March 9th, Brannin Mcbee sold 181,245 shares of CoreWeave stock. The shares were sold at an average price of $72.61, for a total transaction of $13,160,199.45.
• On Monday, March 9th, Brannin Mcbee sold 300,000 shares of CoreWeave stock. The stock was sold at an average price of $72.61, for a total transaction of $21,783,000.00.
• On Monday, March 9th, Brannin Mcbee sold 18,750 shares of CoreWeave stock. The stock was sold at an average price of $72.61, for a total transaction of $1,361,437.50.

CoreWeave Price Performance

Shares of CRWV traded up $2.90 during mid-day trading on Thursday, hitting $81.34. 5,118,678 shares of the company traded hands, compared to its average volume of 25,637,039. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 4.46. The business has a 50-day moving average of $86.94 and a 200 day moving average of $96.46. The stock has a market capitalization of $34.08 billion and a price-to-earnings ratio of -25.22.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The company had revenue of $1.57 billion during the quarter. CoreWeave’s revenue was up 110.4% on a year-over-year basis.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Closed a landmark $8.5 billion delayed?draw term loan facility backed by GPU infrastructure with investment?grade ratings — the deal lowers borrowing costs, was reportedly oversubscribed by major asset managers, and underpins planned AI?data?center expansion. CoreWeave Closes Landmark $8.5 Billion Financing
• Positive Sentiment: Investor/upbeat analyst note reiterates a Buy: cites a $66.8B committed backlog and ambitious 2026 revenue/run?rate targets (management guidance cited), plus strong attach rates for storage that could expand margins long term — provides a bull case for substantial revenue conversion ahead. CoreWeave: Why I Am Reiterating A Buy
• Positive Sentiment: Posted leading MLPerf v6.0 inference results using NVIDIA GB200/GB300 hardware — a technical endorsement that supports CoreWeave’s positioning for production inference workloads, where customers are shifting spend from training to inference. CoreWeave Delivers Leading Inference Performance
• Neutral Sentiment: Featured in roundups of cloud/AI infrastructure winners — helpful for visibility and investor interest but not an immediate financial catalyst. 5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI
• Negative Sentiment: BofA and other commentators have issued cautionary notes about competitive, margin and credit risks for AI infrastructure providers, putting a spotlight on potential downside if demand softens or pricing intensifies. BofA Sends Alarming Message on Microsoft, Oracle and CoreWeave
• Negative Sentiment: Media/analyst critiques highlight high cash burn, heavy capital intensity and rising leverage as key risks despite growth — investors should weigh the financing runway against CoreWeave’s negative margins and recent EPS miss when assessing valuation. Forget CoreWeave: 3 Profitable AI Stocks That Don’t Burn $30B a Year

Hedge Funds Weigh In On CoreWeave

Institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. raised its position in shares of CoreWeave by 275.6% in the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after acquiring an additional 20,487,478 shares during the period. Proficio Capital Partners LLC boosted its position in shares of CoreWeave by 446,194.0% during the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after purchasing an additional 17,847,760 shares in the last quarter. Deutsche Bank AG grew its holdings in shares of CoreWeave by 22,624.0% in the 4th quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after buying an additional 3,796,077 shares during the period. Altimeter Capital Management LP acquired a new position in shares of CoreWeave in the 4th quarter valued at $230,099,000. Finally, Alyeska Investment Group L.P. increased its position in shares of CoreWeave by 300.0% in the 4th quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock valued at $286,440,000 after buying an additional 3,000,000 shares in the last quarter.

Analyst Ratings Changes

CRWV has been the topic of several research reports. Citigroup cut their price target on CoreWeave from $135.00 to $126.00 and set a “buy” rating on the stock in a research note on Wednesday, March 4th. Bank of America raised CoreWeave from a “neutral” rating to a “buy” rating and set a $100.00 price objective for the company in a report on Tuesday, March 24th. Oppenheimer initiated coverage on shares of CoreWeave in a research report on Friday, March 6th. They set an “outperform” rating and a $140.00 target price on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $131.00 target price on shares of CoreWeave in a research note on Friday, February 27th. Finally, Mizuho lowered their price target on shares of CoreWeave from $100.00 to $95.00 and set a “neutral” rating for the company in a research report on Friday, February 27th. Nineteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, CoreWeave currently has an average rating of “Moderate Buy” and an average target price of $121.06.

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.