CoreWeave (NASDAQ:CRWV) Stock Price Down 1.2% on Insider Selling

CoreWeave Inc. (NASDAQ:CRWV)’s share price was down 1.2% during trading on Thursday following insider selling activity. The company traded as low as $88.78 and last traded at $89.76. 17,558,552 shares traded hands during mid-day trading, a decline of 39% from the average daily volume of 28,874,393 shares. The stock had previously closed at $90.87.

Specifically, EVP Chen Goldberg sold 6,397 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $106.11, for a total value of $678,785.67. Following the completion of the transaction, the executive vice president owned 64,869 shares of the company’s stock, valued at approximately $6,883,249.59. The trade was a 8.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brannin Mcbee sold 50,000 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $106.08, for a total transaction of $5,304,000.00. Following the completion of the transaction, the insider owned 467,263 shares in the company, valued at approximately $49,567,259.04. This trade represents a 9.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In related news, insider Brannin Mcbee sold 144,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $106.08, for a total transaction of $15,275,520.00. Following the transaction, the insider owned 323,263 shares of the company’s stock, valued at approximately $34,291,739.04. This represents a 30.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CRWV. Cantor Fitzgerald set a $176.00 price target on CoreWeave and gave the stock an “overweight” rating in a research note on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $150.00 price objective on shares of CoreWeave in a report on Friday, August 7th. BTIG Research started coverage on shares of CoreWeave in a report on Wednesday, July 22nd. They issued a “buy” rating for the company. Mizuho upped their price target on shares of CoreWeave from $100.00 to $115.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. Finally, Barclays upped their price target on shares of CoreWeave from $90.00 to $105.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 13th. Twenty-two investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $141.10.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multi-year agreement with Hudson River Trading (HRT), a leading quantitative trading firm. HRT will use CoreWeave’s AI cloud and NVIDIA Vera Rubin NVL72 infrastructure for AI-driven trading research and model development. Reports described the contract as potentially worth multiple billions of dollars, although financial terms were not disclosed. Hudson River Trading to Build Next-Gen Research Platform Powered by NVIDIA Vera Rubin on CoreWeave Cloud
• Positive Sentiment: Recent quarterly results continue to demonstrate strong demand: revenue rose 112.5% year over year to approximately $2.58 billion, while the company exceeded consensus EPS expectations. Backlog reached $104.2 billion, and analysts cited improving margins, operating leverage and expanding capacity as reasons for a more bullish outlook. CoreWeave: The Execution Story Is Flashing a Strong Signal
• Positive Sentiment: One analyst upgraded CoreWeave to Strong Buy and assigned a $110–$151 price-target range, reflecting expectations for continued AI infrastructure growth. Separately, Appaloosa Management disclosed a new position valued at roughly $107 million, signaling institutional interest. CoreWeave Strong Buy, But Debt and Dilution Risk Is Real
• Neutral Sentiment: The HRT announcement did not immediately lift the shares, suggesting investors may already expect substantial AI-related growth and are focusing on contract economics, execution and financing requirements.
• Negative Sentiment: CoreWeave remains highly leveraged, with a debt-to-equity ratio above 5, negative earnings and rising interest expense. The capital required to build GPU capacity creates dilution and refinancing risks, particularly while Treasury yields remain elevated. CoreWeave Debt and Dilution Risk
• Negative Sentiment: Multiple executives, including EVP Chen Goldberg and insider Brannin Mcbee, sold shares worth tens of millions of dollars. The transactions were conducted under pre-arranged Rule 10b5-1 plans, reducing their significance, but the selling may still pressure investor sentiment. CoreWeave Stock Plunges Amid Insider Share Sales

CoreWeave Stock Down 1.2%

The company has a market capitalization of $41.19 billion, a price-to-earnings ratio of -24.59 and a beta of 7.44. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 5.53. The firm has a 50 day moving average price of $90.37 and a two-hundred day moving average price of $94.82.

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. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The business had revenue of $2.58 billion during the quarter. During the same quarter last year, the firm posted ($0.27) EPS. The firm’s quarterly revenue was up 112.5% on a year-over-year basis. As a group, sell-side analysts expect that CoreWeave Inc. will post -5.36 earnings per share for the current year.

Institutional Trading of CoreWeave

Hedge funds have recently bought and sold shares of the company. Cornerstone Planning Group LLC lifted its holdings in shares of CoreWeave by 272.8% in the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock valued at $25,000 after buying an additional 251 shares during the period. Cullen Frost Bankers Inc. grew its holdings in CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after acquiring an additional 121 shares during the period. Greenline Wealth Management LLC acquired a new position in CoreWeave during the fourth quarter worth about $28,000. Essential Partners LLC bought a new stake in CoreWeave in the second quarter worth about $30,000. Finally, Peterson Wealth Services raised its position in CoreWeave by 153.1% in the first quarter. Peterson Wealth Services now owns 405 shares of the company’s stock worth $31,000 after acquiring an additional 245 shares in the last quarter.

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.