UBS Group Upgrades CoreWeave (NASDAQ:CRWV) to Strong-Buy

Key Points

• UBS upgraded CoreWeave to a “strong-buy” rating, while overall analyst sentiment remains a “Moderate Buy” with a consensus price target of $138.31.
• CoreWeave reported quarterly revenue of $2.58 billion, up 112.5% year over year, and its adjusted EPS loss of $1.14 was narrower than analysts expected.
• The stock remains highly volatile and financially leveraged, with a debt-to-equity ratio of 5.53, negative profitability, and substantial insider selling in recent months.

CoreWeave (NASDAQ:CRWV - Get Free Report) was upgraded by analysts at UBS Group to a "strong-buy" rating in a research report issued on Tuesday, Zacks reports.

CRWV has been the subject of several other research reports. Needham & Company LLC reiterated a "hold" rating on shares of CoreWeave in a research report on Thursday, August 13th. Piper Sandler restated an "overweight" rating and issued a $153.00 target price (up from $151.00) on shares of CoreWeave in a research note on Wednesday, August 12th. Btg Pactual set a $125.00 price target on CoreWeave in a report on Monday. Sanford C. Bernstein upped their price target on shares of CoreWeave from $67.00 to $74.00 and gave the stock an "underperform" rating in a research report on Wednesday, August 12th. Finally, Roth Capital set a $145.00 price objective on shares of CoreWeave in a research report on Thursday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $138.31.

CoreWeave Price Performance

Shares of CoreWeave stock opened at $86.90 on Tuesday. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 5.53. The stock has a market capitalization of $39.88 billion, a price-to-earnings ratio of -23.81 and a beta of 7.45. CoreWeave has a 1-year low of $60.55 and a 1-year high of $153.20. The firm's 50-day moving average price is $85.46 and its two-hundred day moving average price is $94.28.

CoreWeave (NASDAQ:CRWV - Get Free Report) last posted its earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($1.52) by $0.38. The company had revenue of $2.58 billion during the quarter. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The business's revenue was up 112.5% on a year-over-year basis. During the same quarter last year, the firm posted ($0.27) EPS. On average, equities analysts predict that CoreWeave will post -5.19 earnings per share for the current fiscal year.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 307,131 shares of the business's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $108.75, for a total transaction of $33,400,496.25. Following the completion of the sale, the insider directly owned 220,810 shares of the company's stock, valued at approximately $24,013,087.50. The trade was a 58.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Michael Intrator sold 278,560 shares of the company's stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $97.43, for a total transaction of $27,140,100.80. Following the transaction, the chief executive officer owned 3,138,612 shares in the company, valued at approximately $305,794,967.16. The trade was a 8.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 6,380,334 shares of company stock worth $561,507,579 in the last ninety days. 24.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CoreWeave

Several institutional investors have recently modified their holdings of the business. Parallel Advisors LLC boosted its position in shares of CoreWeave by 4.0% in the 1st quarter. Parallel Advisors LLC now owns 2,340 shares of the company's stock worth $181,000 after purchasing an additional 91 shares during the last quarter. Pathway Wealth Management LLC increased its holdings in CoreWeave by 2.9% in the first quarter. Pathway Wealth Management LLC now owns 3,593 shares of the company's stock valued at $278,000 after purchasing an additional 100 shares during the last quarter. Azzad Asset Management Inc. ADV lifted its stake in CoreWeave by 2.1% in the first quarter. Azzad Asset Management Inc. ADV now owns 5,020 shares of the company's stock valued at $389,000 after buying an additional 104 shares during the period. Hazlett Burt & Watson Inc. lifted its stake in CoreWeave by 34.7% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company's stock valued at $33,000 after buying an additional 119 shares during the period. Finally, WPG Advisers LLC boosted its holdings in CoreWeave by 14.1% during the first quarter. WPG Advisers LLC now owns 1,159 shares of the company's stock worth $90,000 after buying an additional 143 shares during the last quarter.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $120 price target, implying substantial upside from recent levels. The bank cited strengthening AI-compute demand and said CoreWeave’s valuation—about three times projected 2027 revenue—appears modest relative to its growth prospects. CoreWeave gets Buy rating from UBS
• Positive Sentiment: CoreWeave earned SemiAnalysis’ Platinum ClusterMAX rating for the third consecutive evaluation, making it the only provider to receive the industry’s highest rating each time. The recognition supports the company’s claims around AI-cloud performance, reliability, and scalability. CoreWeave earns third consecutive Platinum ClusterMAX rating
• Positive Sentiment: Harell Data selected CoreWeave Cloud for training, fine-tuning, and inference workloads on its secure AI model-training platform. The deal adds to evidence that CoreWeave is converting AI demand into customer deployments. Harell Data selects CoreWeave
• Positive Sentiment: The company introduced NVIDIA Vera Rubin NVL72 clusters and enhanced AI storage, targeting large-scale training, inference, and agentic-AI workloads. The products could help CoreWeave capture additional demand as customers expand AI infrastructure spending. CoreWeave rolls out Rubin clusters and AI storage
• Neutral Sentiment: Analysts and financial publications highlighted CoreWeave’s triple-digit growth, large backlog, and potential for significant upside, but these projections remain dependent on sustained AI spending and successful execution.
• Negative Sentiment: Investor concerns remain around CoreWeave’s highly leveraged balance sheet and exposure to competition from major hyperscale cloud providers. The stock’s high volatility and ongoing losses could amplify downside if AI demand slows or customers shift toward internally operated infrastructure.

About CoreWeave

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning, high-performance computing and other data-intensive workloads. The company provides access to accelerated computing resources, particularly graphics processing units (GPUs), through a cloud platform designed for large-scale training, inference, rendering and scientific computing.

Its offerings include on-demand and reserved GPU instances, cloud storage, high-speed networking, Kubernetes-based container orchestration and managed services for deploying and scaling workloads.

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