CoreWeave Inc. (NASDAQ:CRWV) Receives Average Recommendation of "Moderate Buy" from Analysts

Key Points

• Analyst consensus — "Moderate Buy": Thirty‑three analysts rate CoreWeave on average as a Moderate Buy with a mean 12‑month price target of $126.69, while broker targets range widely (examples: Goldman $86, Wolfe $150, HC Wainwright $180, Citigroup $155).
• Mixed fundamentals: Q1 revenue surged 110.4% year‑over‑year to $1.57 billion, but CoreWeave missed EPS (-$0.89 vs. -$0.61), posts negative margins and a high debt‑to‑equity ratio (4.46), signaling strong growth alongside ongoing unprofitability and leverage.
• Significant insider selling amid institutional activity: Executives (including the CEO) sold stock under Rule 10b5‑1 plans and insiders disposed of roughly 18.13 million shares (~$1.89 billion) over three months, even as several institutions established new stakes, creating near‑term headline risk.

Shares of CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) have been given an average recommendation of "Moderate Buy" by the thirty-three ratings firms that are currently covering the firm, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell rating, eleven have issued a hold rating and twenty have given a buy rating to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $126.6875.

A number of brokerages have issued reports on CRWV. The Goldman Sachs Group began coverage on shares of CoreWeave in a research note on Monday, January 12th. They set a "neutral" rating and a $86.00 price target on the stock. Barclays upped their price target on shares of CoreWeave from $90.00 to $106.00 and gave the company an "equal weight" rating in a research note on Monday, April 20th. Wolfe Research began coverage on shares of CoreWeave in a research note on Thursday, April 16th. They set an "outperform" rating and a $150.00 price target on the stock. HC Wainwright restated a "buy" rating and set a $180.00 price target on shares of CoreWeave in a research note on Monday, March 2nd. Finally, Citigroup upped their price target on shares of CoreWeave from $126.00 to $155.00 and gave the company a "buy" rating in a research note on Friday.

CoreWeave Trading Up 6.6%

Shares of CoreWeave stock opened at $119.01 on Friday. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 4.46. CoreWeave has a 12-month low of $45.80 and a 12-month high of $187.00. The firm has a market capitalization of $52.72 billion, a price-to-earnings ratio of -37.19 and a beta of 7.89. The firm's 50 day simple moving average is $91.88 and its two-hundred day simple moving average is $93.14.

CoreWeave (NASDAQ:CRWV - Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The company had revenue of $1.57 billion for the quarter. The company's revenue for the quarter was up 110.4% on a year-over-year basis. Analysts predict that CoreWeave will post -4.15 EPS for the current year.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Wells Fargo raised its price target and reiterated an Overweight stance, signaling institutional support and implied upside versus recent levels. Wells Fargo Forecasts Strong Price Appreciation for CoreWeave
• Positive Sentiment: Analyst upgrades and notes about increased client diversification sparked momentum buying; coverage frames CoreWeave as a beneficiary of growing AI infrastructure demand. CoreWeave Stock Rallies 8% Following Analyst Upgrades
• Positive Sentiment: Product update: CoreWeave expanded SUNK capabilities to speed AI cluster setup across multi‑cloud and on‑prem environments — a practical top‑line growth driver if adoption accelerates. CoreWeave SUNK Expands Capabilities
• Neutral Sentiment: Earnings preview: Zacks warns Q1 EPS is expected to decline and CoreWeave lacks the usual setup for an earnings beat, increasing near‑term volatility risk around the May 7 report. Earnings Preview: Q1 Expected to Decline
• Neutral Sentiment: Retail/flows noise: stories about high‑profile funds (e.g., ARK/Cathie Wood mentions) raise attention but are unconfirmed and may not translate into sustained buying. Coverage on Cathie Wood and AI Stocks
• Negative Sentiment: Large insider selling: several insiders (Brian Venturo, Brannin McBee, CEO Michael Intrator, EVP Chen Goldberg) sold blocks under Rule 10b5‑1 plans the week of Apr 27, creating headline risk and short‑term selling pressure. Brian Venturo Sells 375,000 Shares
• Negative Sentiment: Industry/customer risk: coverage notes ripples from OpenAI’s spending warning and suggests major customers’ cadence could pressure demand for GPU cloud capacity. CoreWeave Tries to Shrug Off Ripple Effect from OpenAI’s Warning
• Negative Sentiment: Analyst caution: some research (Zacks, others) highlights CoreWeave’s capital intensity and higher risk profile versus steadier cloud peers, which could cap multiple expansion if investors rotate to lower‑risk names. CoreWeave vs Snowflake Comparison

Insiders Place Their Bets

In other news, CEO Michael N. Intrator sold 200,000 shares of the company's stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $106.59, for a total value of $21,318,000.00. Following the sale, the chief executive officer directly owned 4,866,501 shares of the company's stock, valued at $518,720,341.59. This represents a 3.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeff Baker sold 6,760 shares of the company's stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $107.87, for a total transaction of $729,201.20. Following the completion of the sale, the insider directly owned 42,529 shares in the company, valued at $4,587,603.23. This trade represents a 13.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 18,127,773 shares of company stock worth $1,893,951,837.

Institutional Trading of CoreWeave

Several large investors have recently made changes to their positions in CRWV. Sivia Capital Partners LLC purchased a new stake in shares of CoreWeave in the 2nd quarter valued at $39,824,000. Quantbot Technologies LP purchased a new stake in shares of CoreWeave in the 2nd quarter valued at $311,000. Invesco Ltd. purchased a new stake in shares of CoreWeave in the 2nd quarter valued at $882,000. First Trust Advisors LP purchased a new stake in shares of CoreWeave in the 2nd quarter valued at $20,260,000. Finally, Baird Financial Group Inc. purchased a new stake in shares of CoreWeave in the 2nd quarter valued at $455,000.

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.

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