CoreWeave (NASDAQ:CRWV) Shares Down 6.4% on Insider Selling

Shares of CoreWeave Inc. (NASDAQ:CRWV) fell 6.4% on Friday following insider selling activity. The company traded as low as $92.50 and last traded at $93.19. 24,244,321 shares were traded during trading, a decline of 19% from the average session volume of 29,932,576 shares. The stock had previously closed at $99.53.

Specifically, insider Jeff Baker sold 5,143 shares of the company’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $103.78, for a total transaction of $533,740.54. Following the completion of the sale, the insider directly owned 39,304 shares in the company, valued at $4,078,969.12. This represents a 11.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Michael N. Intrator sold 50,000 shares of the business’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.08, for a total transaction of $5,304,000.00. The disclosure for this sale is available in the SEC filing. In other news, CEO Michael N. Intrator sold 32,456 shares of the stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.08, for a total transaction of $3,442,932.48. Following the completion of the sale, the chief executive officer directly owned 5,796,323 shares in the company, valued at approximately $614,873,943.84. This represents a 0.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Wall Street Analyst Weigh In

CRWV has been the subject of a number of recent analyst reports. Macquarie reaffirmed a “neutral” rating and set a $115.00 price target on shares of CoreWeave in a research report on Tuesday, January 27th. UBS Group restated a “neutral” rating on shares of CoreWeave in a report on Friday, January 16th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $110.00 price target on shares of CoreWeave in a research note on Tuesday, November 11th. Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research report on Monday, January 26th. Finally, Roth Mkm started coverage on shares of CoreWeave in a research report on Thursday, December 4th. They issued a “buy” rating and a $110.00 target price for the company. Eighteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, CoreWeave currently has a consensus rating of “Moderate Buy” and an average target price of $127.27.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Market/analyst momentum: several recent pieces highlight CoreWeave as an AI?infrastructure leader and a buy candidate amid renewed investor rotation into AI/cloud names — a tailwind for long?term demand expectations. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
• Positive Sentiment: Analyst upgrade/coverage: a January upgrade/coverage note lifted sentiment and helped earlier upside as analysts emphasize CoreWeave’s positioning in the AI datacenter market. CoreWeave Stock Price Up 10.7% After Analyst Upgrade
• Neutral Sentiment: Industry comparison: pieces comparing CoreWeave to larger rivals (e.g., Alphabet/NVIDIA plays) note both upside and execution risks — useful context but mixed near?term impact. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Backlog and balance?sheet tradeoff: reporting on a large backlog (reported ~$56B) underscores strong demand but also highlights heavy borrowing and capex to scale — a dual signal for growth vs. financial risk. The Artificial Intelligence (AI) Stock That’s Quietly Building the Future of Cloud Computing
• Negative Sentiment: Legal overhang: a large cluster of shareholder law firms (Kessler Topaz, Hagens Berman, Berger Montague, BFA Law, Robbins Geller, Pomerantz, Rosen, Bragar, Levi & Korsinsky, and others) have filed/announced securities?fraud class actions or investor alerts alleging misstatements about scaling and revenue guidance; a broad litigation wave is the primary driver of today’s selling pressure. Kessler Topaz Meltzer & Check, LLP Reminds CRWV Investors of March 13, 2026 Deadline
• Negative Sentiment: Reported stock plunge cited in litigation notices: multiple alerts reference a sizeable prior drop (~16% cited by some firms) and use that movement as the basis for claims — reinforcing short?term uncertainty and potential settlement/defense costs. CRWV LOSS NOTICE: CoreWeave Inc. Plummets 16% Triggering Securities Fraud Class Action
• Negative Sentiment: Insider selling: a disclosed series of insider sales (large block sales by Brannin McBee around $101.45) increases perceived selling pressure and can amplify negative sentiment while litigation unfolds. SEC Form 4 — Insider Sales

CoreWeave Stock Performance

The company has a market capitalization of $36.01 billion and a P/E ratio of -64.27. The company’s 50 day moving average is $83.32 and its 200-day moving average is $103.69. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The business had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter last year, the company posted ($1.82) EPS. CoreWeave’s revenue for the quarter was up 133.7% compared to the same quarter last year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Family Legacy Financial Solutions LLC grew its stake 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 worth $27,000 after acquiring an additional 125 shares during the last quarter. HighMark Wealth Management LLC bought a new position in CoreWeave in the 3rd quarter worth about $27,000. OLD Second National Bank of Aurora purchased a new stake in CoreWeave during the 3rd quarter valued at about $27,000. KERR FINANCIAL PLANNING Corp bought a new stake in CoreWeave during the 3rd quarter valued at about $27,000. Finally, Princeton Global Asset Management LLC purchased a new position in CoreWeave in the third quarter worth about $28,000.

CoreWeave Company Profile

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.