CoreWeave (NASDAQ:CRWV) Insider Jeff Baker Sells 1,256 Shares of Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Jeff Baker sold 1,256 shares of the firm’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $91.88, for a total value of $115,401.28. Following the sale, the insider owned 8,337 shares in the company, valued at $766,003.56. This trade represents a 13.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Jeff Baker also recently made the following trade(s):

• On Wednesday, July 29th, Jeff Baker sold 6,455 shares of CoreWeave stock. The shares were sold at an average price of $66.51, for a total value of $429,322.05.
• On Tuesday, June 30th, Jeff Baker sold 4 shares of CoreWeave stock. The shares were sold at an average price of $95.69, for a total value of $382.76.

CoreWeave Stock Performance

NASDAQ CRWV opened at $87.85 on Friday. The business’s 50-day moving average price is $89.99 and its 200 day moving average price is $94.74. CoreWeave Inc. has a twelve month low of $60.55 and a twelve month high of $153.20. The company has a market capitalization of $40.31 billion, a PE ratio of -24.07 and a beta of 7.44. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 5.53.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($1.52) by $0.38. The firm had revenue of $2.58 billion for the quarter. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The firm’s quarterly revenue was up 112.5% on a year-over-year basis. During the same period in the previous year, the business posted ($0.27) earnings per share. On average, research analysts predict that CoreWeave Inc. will post -5.17 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Robert W. Baird boosted their target price on shares of CoreWeave from $100.00 to $130.00 and gave the company an “outperform” rating in a report on Wednesday, August 12th. Raymond James Financial downgraded shares of CoreWeave from a “moderate buy” rating to a “hold” rating in a research note on Wednesday, July 22nd. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a report on Thursday, August 13th. BNP Paribas Exane began coverage on shares of CoreWeave in a research note on Tuesday, June 2nd. They set an “outperform” rating and a $192.00 price objective for the company. Finally, UBS Group reissued an “underperform” rating on shares of CoreWeave in a research note on Wednesday, August 12th. Twenty-one research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $141.57.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multiyear agreement with Hudson River Trading (HRT) to provide AI infrastructure for trading research and model development. The deal reportedly could be worth billions and will use NVIDIA’s next-generation Vera Rubin NVL72 platform and Spectrum-X networking, expanding CoreWeave’s exposure to financial-services customers and supporting demand visibility. Hudson River Trading agreement
• Positive Sentiment: Analysts continue to point to CoreWeave’s powerful growth: recent quarterly revenue rose 112.5% year over year to $2.58 billion, while its backlog reached more than $104 billion. A bullish research view cited improving margins, operating leverage and strong AI demand, although it acknowledged capital-intensity risks. CoreWeave growth and valuation analysis
• Neutral Sentiment: Short seller Martin Shkreli reportedly covered his CoreWeave position after holding it for roughly a week. The move removes one source of short-selling pressure but is not necessarily a bullish signal, particularly as the stock continued to face broader volatility. Martin Shkreli covers CoreWeave short
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares for approximately $29.5 million at an average price of $95.72. The sales were made under a pre-arranged Rule 10b5-1 plan, and he still owns a significant stake, but the size of the transaction weighed on sentiment and raised concerns about insider selling. CoreWeave CEO share sale
• Negative Sentiment: Bearish commentary argues that CoreWeave’s highly leveraged business model could struggle if AI infrastructure spending slows, capacity becomes excessive or interest rates remain elevated. With a debt-to-equity ratio above 5 and negative earnings, investors remain sensitive to funding costs, dilution risk and the company’s path to profitability. CoreWeave leverage and market risks
• Negative Sentiment: Northland Securities’ estimates show continued losses through 2027, including projected fiscal 2026 EPS of negative $5.50 and fiscal 2027 EPS of negative $3.18, although the firm expects a return to quarterly profitability in the fourth quarter of 2027. CoreWeave analyst estimates

Hedge Funds Weigh In On CoreWeave

Several hedge funds and other institutional investors have recently modified their holdings of the company. Cornerstone Planning Group LLC grew its holdings in shares of CoreWeave by 272.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after purchasing an additional 251 shares during the period. Cullen Frost Bankers Inc. raised its holdings in CoreWeave by 45.8% in the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after buying an additional 121 shares during the period. Greenline Wealth Management LLC purchased a new position in CoreWeave in the fourth quarter valued at approximately $28,000. Essential Partners LLC purchased a new position in CoreWeave in the second quarter valued at approximately $30,000. Finally, Peterson Wealth Services lifted its position in CoreWeave by 153.1% during the first quarter. Peterson Wealth Services now owns 405 shares of the company’s stock valued at $31,000 after buying an additional 245 shares in the last quarter.

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.