Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells 144,000 Shares of Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Brannin Mcbee sold 144,000 shares of the company’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $89.73, for a total transaction of $12,921,120.00. Following the sale, the insider directly owned 323,263 shares in the company, valued at approximately $29,006,388.99. This trade represents a 30.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Monday, August 10th, Brannin Mcbee sold 53,000 shares of CoreWeave stock. The shares were sold at an average price of $89.73, for a total transaction of $4,755,690.00.
• On Monday, August 3rd, Brannin Mcbee sold 17,684 shares of CoreWeave stock. The shares were sold at an average price of $81.09, for a total transaction of $1,433,995.56.
• On Monday, August 3rd, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The stock was sold at an average price of $82.37, for a total value of $11,861,280.00.
• On Monday, August 3rd, Brannin Mcbee sold 33,216 shares of CoreWeave stock. The stock was sold at an average price of $82.94, for a total value of $2,754,935.04.
• On Monday, August 3rd, Brannin Mcbee sold 44,564 shares of CoreWeave stock. The shares were sold at an average price of $82.15, for a total value of $3,660,932.60.
• On Monday, August 3rd, Brannin Mcbee sold 10,536 shares of CoreWeave stock. The shares were sold at an average price of $83.63, for a total value of $881,125.68.
• On Monday, July 27th, Brannin Mcbee sold 93,000 shares of CoreWeave stock. The shares were sold at an average price of $71.04, for a total value of $6,606,720.00.
• On Monday, July 27th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The stock was sold at an average price of $71.04, for a total value of $10,229,760.00.
• On Monday, July 27th, Brannin Mcbee sold 13,000 shares of CoreWeave stock. The stock was sold at an average price of $71.04, for a total value of $923,520.00.
• On Monday, July 20th, Brannin Mcbee sold 50,500 shares of CoreWeave stock. The stock was sold at an average price of $75.13, for a total value of $3,794,065.00.

CoreWeave Price Performance

CRWV stock traded up $17.41 during mid-day trading on Wednesday, reaching $107.73. 87,089,919 shares of the company traded hands, compared to its average volume of 28,706,404. The company has a fifty day moving average price of $90.50 and a 200-day moving average price of $94.73. CoreWeave Inc. has a 52-week low of $60.55 and a 52-week high of $153.20. The company has a market capitalization of $48.22 billion, a P/E ratio of -34.64 and a beta of 7.44. The company has a debt-to-equity ratio of 3.68, a current ratio of 0.31 and a quick ratio of 0.31.

CoreWeave (NASDAQ:CRWV) last announced 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 25.57% and a negative return on equity of 43.07%. The firm had revenue of $2.58 billion for the quarter. During the same period in the previous year, the company posted ($0.27) earnings per share. The company’s quarterly revenue was up 112.5% compared to the same quarter last year. As a group, analysts anticipate that CoreWeave Inc. will post -5.77 earnings per share for the current year.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Large backlog supports growth visibility: CoreWeave reported an order backlog of roughly $104.2 billion, with demand from customers including Meta and Anthropic. The backlog reinforces expectations for continued revenue expansion as the company brings additional capacity online. CoreWeave Reports New Revenue High of $2.6 Billion as Sales Backlog Grows
• Positive Sentiment: Guidance and pricing improved: Third-quarter revenue guidance of $3.5 billion to $3.6 billion topped the consensus estimate of about $3.4 billion. Management also highlighted stronger contract economics and a roughly 25% pricing increase that customers have continued to accept. CRWV Q2 Earnings Call Puts Margin Gains and Capacity in Focus
• Positive Sentiment: GPU demand appears durable: CEO Mike Intrator said older NVIDIA GPUs are being contracted through 2029 at full pricing, easing concerns about rapid hardware obsolescence. A Solidigm agreement providing priority SSD access may also help CoreWeave scale its AI cloud infrastructure. CoreWeave CEO: We’re Booking 2020-Era NVIDIA GPUs Through 2029
• Neutral Sentiment: Analyst reaction was favorable but mixed: Baird, Cantor Fitzgerald and Rosenblatt raised targets, including Rosenblatt’s $250 target and Buy rating. However, JPMorgan maintained Neutral despite lifting its target to $110, while analysts continue to debate execution and profitability.
• Negative Sentiment: Debt and cash burn remain major risks: CoreWeave remains unprofitable, carries high leverage and expects capital expenditures of approximately $35 billion to $39 billion in 2026. Critics, including Martin Shkreli, argue that debt-financed expansion could pressure returns and refinancing capacity. CoreWeave’s Debt Problem
• Negative Sentiment: Insider selling added a modest cautionary signal: COO Sachin Jain sold about $1.25 million of shares to cover tax withholding tied to equity vesting, reducing his holdings by 8.4%, though the transaction was not described as discretionary selling.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $150.00 target price on shares of CoreWeave in a research note on Friday, August 7th. BTIG Research assumed coverage on shares of CoreWeave in a research report on Wednesday, July 22nd. They issued a “buy” rating for the company. Raymond James Financial cut CoreWeave from a “moderate buy” rating to a “hold” rating in a research note on Wednesday, July 22nd. Oppenheimer lifted their price target on CoreWeave from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Finally, Robert W. Baird upped their price objective on CoreWeave from $100.00 to $130.00 and gave the stock an “outperform” rating in a report on Wednesday. Twenty-three research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $139.76.

Hedge Funds Weigh In On CoreWeave

Several institutional investors and hedge funds have recently bought and sold shares of CRWV. Vanguard Group Inc. grew its holdings in shares of CoreWeave by 275.6% in the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after purchasing an additional 20,487,478 shares in the last quarter. Zurcher Kantonalbank Zurich Cantonalbank increased its stake in CoreWeave by 6,022.0% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 112,768 shares of the company’s stock worth $8,075,000 after acquiring an additional 110,926 shares during the last quarter. Legal & General Group Plc raised its stake in CoreWeave by 8,455.6% in the fourth quarter. Legal & General Group Plc now owns 611,301 shares of the company’s stock worth $43,775,000 after buying an additional 604,156 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its holdings in CoreWeave by 67.2% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 66,947 shares of the company’s stock worth $4,794,000 after buying an additional 26,907 shares during the period. Finally, Broad Peak Investment Advisers Pte Ltd purchased a new stake in CoreWeave during the fourth quarter worth $15,539,000.

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.