CoreWeave (NASDAQ:CRWV) Shares Up 8.1% Following Analyst Upgrade

Key Points

• Shares rose 8.1% after DA Davidson boosted its price target from $125 to $175 and kept a Buy rating, sparking heavy trading volume well above the average session.
• Insiders have recently sold large stakes — totaling 7,345,594 shares (about $612.9M) in the last 90 days — a factor that could spook short‑term investors despite the rally.
• Strong revenue growth but profitability and leverage concerns: revenue was up 110% year‑over‑year, yet the company missed EPS estimates, has negative margins/ROE, and a high debt‑to‑equity ratio (~4.46).

CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) shot up 8.1% during mid-day trading on Monday after DA Davidson raised their price target on the stock from $125.00 to $175.00. DA Davidson currently has a buy rating on the stock. CoreWeave traded as high as $114.10 and last traded at $110.2360. 55,460,544 shares changed hands during mid-day trading, an increase of 102% from the average session volume of 27,414,330 shares. The stock had previously closed at $102.00.

Several other research analysts have also recently issued reports on CRWV. Mizuho dropped their price target on CoreWeave from $100.00 to $95.00 and set a "neutral" rating on the stock in a report on Friday, February 27th. Roth Mkm restated a "buy" rating on shares of CoreWeave in a report on Monday, February 23rd. Citizens Jmp restated a "market outperform" rating and set a $180.00 price objective on shares of CoreWeave in a report on Friday, February 27th. Weiss Ratings restated a "sell (d-)" rating on shares of CoreWeave in a report on Monday, December 29th. Finally, Needham & Company LLC restated a "hold" rating on shares of CoreWeave in a report on Friday, February 27th. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, CoreWeave has an average rating of "Moderate Buy" and a consensus target price of $123.26.

Insider Activity

In other CoreWeave news, insider Brannin Mcbee sold 300,000 shares of the stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $72.61, for a total transaction of $21,783,000.00. Following the transaction, the insider owned 248,664 shares in the company, valued at $18,055,493.04. This trade represents a 54.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Brian M. Venturo sold 1,125,000 shares of the stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $80.86, for a total value of $90,967,500.00. Following the transaction, the insider owned 285,327 shares in the company, valued at approximately $23,071,541.22. This trade represents a 79.77% decrease in their position. 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. Insiders have sold 7,345,594 shares of company stock worth $612,908,118 in the last 90 days.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: DA Davidson raised its price target from $125 to $175 and put a Buy rating on CRWV, signaling meaningful analyst conviction and signaling upside for the stock. DA Davidson raises price target to $175
• Positive Sentiment: CoreWeave expanded work with Anthropic, driving investor optimism that revenue from large AI customers will accelerate as Anthropic uses CoreWeave for large-scale model operations. CoreWeave's AI Partnerships Drive Revenue Acceleration
• Positive Sentiment: Reports of multi‑billion dollar contracts (notably expanded agreements with Meta and Anthropic) underpin a re-rating: these deals create long-term, predictable demand for GPU capacity and validate CoreWeave’s market position. CoreWeave Bags Billion-Dollar Deals
• Positive Sentiment: Large trading volume and reported institutional accumulation — plus increased call‑option activity — suggest smart‑money conviction and are amplifying the rally. Smart Money Is Betting on Coreweave as an AI Underdog
• Positive Sentiment: Analyst/upgrade momentum and financing moves (asset-financing and note offerings mentioned in coverage) reduce funding risk for rapid capacity expansion, supporting revenue growth expectations. CoreWeave: Buy Signals Finally Flashing (Seeking Alpha)
• Neutral Sentiment: Zacks flagged that CRWV’s move was volume‑driven and noted that recent earnings‑estimate revisions could limit near‑term upside — a reminder momentum can stall if estimates are trimmed. CoreWeave (CRWV) Stock Jumps 10.9%
• Negative Sentiment: Insider selling has been sizeable in recent days, including a large CEO stock sale; while not uncommon in growth firms, these transactions can spook short‑term traders. Insider Selling: CEO Sells $5.57M in Stock

Institutional Investors Weigh In On CoreWeave

Several hedge funds and other institutional investors have recently made changes to their positions in CRWV. Vanguard Group Inc. grew its position 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 during the last quarter. Proficio Capital Partners LLC grew its stake in shares of CoreWeave by 446,194.0% in the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company's stock worth $2,443,013,000 after acquiring an additional 17,847,760 shares during the last quarter. Deutsche Bank AG grew its stake in shares of CoreWeave by 22,624.0% in the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company's stock worth $273,039,000 after acquiring an additional 3,796,077 shares during the last quarter. Altimeter Capital Management LP acquired a new stake in shares of CoreWeave in the fourth quarter worth $230,099,000. Finally, Alyeska Investment Group L.P. grew its stake in shares of CoreWeave by 300.0% in the fourth quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company's stock worth $286,440,000 after acquiring an additional 3,000,000 shares during the last quarter.

CoreWeave Stock Performance

The firm's 50 day moving average price is $85.40 and its 200-day moving average price is $94.39. The firm has a market cap of $46.19 billion and a price-to-earnings ratio of -34.45. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46.

CoreWeave (NASDAQ:CRWV - Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The company had revenue of $1.57 billion during the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The business's quarterly revenue was up 110.4% on a year-over-year basis.

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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