CoreWeave (NASDAQ:CRWV) Insider Brannin Mcbee Sells 56,531 Shares of Company Stock

Key Points

• Insider Brannin Mcbee sold 56,531 CoreWeave shares at an average price of $87.69, generating approximately $4.96 million. The sale covered tax-withholding obligations tied to vested equity awards and reduced Mcbee’s holdings by 12.6% to 392,279 shares.
• CoreWeave shares recently traded at $89.62, with the stock well below its 52-week high of $153.20. The company reported 112.5% year-over-year revenue growth to $2.58 billion, but remained unprofitable and carries a high debt-to-equity ratio of 5.53.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and a $138.78 price target. However, concerns include heavy capital spending, debt and lease obligations, GPU replacement costs, and the risk that increasing compute supply could pressure pricing and returns.

CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) insider Brannin Mcbee sold 56,531 shares of the firm's stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $87.69, for a total transaction of $4,957,203.39. Following the completion of the sale, the insider owned 392,279 shares of the company's stock, valued at $34,398,945.51. The trade was a 12.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Monday, August 24th, Brannin Mcbee sold 105,500 shares of CoreWeave stock. The stock was sold at an average price of $85.51, for a total transaction of $9,021,305.00.
• On Monday, August 24th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The stock was sold at an average price of $85.51, for a total transaction of $12,313,440.00.
• On Monday, August 24th, Brannin Mcbee sold 500 shares of CoreWeave stock. The shares were sold at an average price of $85.51, for a total transaction of $42,755.00.
• On Thursday, August 20th, Brannin Mcbee sold 3,610 shares of CoreWeave stock. The shares were sold at an average price of $91.88, for a total transaction of $331,686.80.
• On Monday, August 17th, Brannin Mcbee sold 50,000 shares of CoreWeave stock. The shares were sold at an average price of $106.08, for a total transaction of $5,304,000.00.
• On Monday, August 17th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The stock was sold at an average price of $106.08, for a total transaction of $15,275,520.00.
• On Monday, August 17th, Brannin Mcbee sold 55,500 shares of CoreWeave stock. The stock was sold at an average price of $106.08, for a total transaction of $5,887,440.00.
• On Monday, August 17th, Brannin Mcbee sold 500 shares of CoreWeave stock. The stock was sold at an average price of $106.10, for a total value of $53,050.00.
• On Monday, August 10th, Brannin Mcbee sold 144,000 shares of CoreWeave stock. The shares were sold at an average price of $89.73, for a total value of $12,921,120.00.
• 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 value of $4,755,690.00.

CoreWeave Stock Performance

Shares of NASDAQ CRWV traded up $1.05 during midday trading on Friday, hitting $89.62. The stock had a trading volume of 23,520,665 shares, compared to its average volume of 29,526,208. The company's 50-day simple moving average is $87.05 and its 200 day simple moving average is $94.66. CoreWeave Inc. has a fifty-two week low of $60.55 and a fifty-two week high of $153.20. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 5.53.

CoreWeave (NASDAQ:CRWV - Get Free Report) last released its earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share for the quarter, topping analysts' consensus estimates of ($1.52) by $0.38. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The company had revenue of $2.58 billion during the quarter. During the same quarter in the previous year, the firm earned ($0.27) EPS. The company's revenue was up 112.5% compared to the same quarter last year. Equities analysts anticipate that CoreWeave Inc. will post -5.19 earnings per share for the current year.

Hedge Funds Weigh In On CoreWeave

Hedge funds have recently added to or reduced their stakes in the stock. Polaris Financial Partners bought a new position in CoreWeave during the third quarter worth about $56,000. CX Institutional bought a new stake in shares of CoreWeave in the 3rd quarter valued at about $138,000. Versant Capital Management Inc raised its position in shares of CoreWeave by 11,500.0% in the 3rd quarter. Versant Capital Management Inc now owns 1,276 shares of the company's stock valued at $111,000 after acquiring an additional 1,265 shares during the period. Doliver Advisors LP acquired a new stake in shares of CoreWeave in the 3rd quarter valued at approximately $364,000. Finally, QRG Capital Management Inc. boosted its stake in CoreWeave by 8.4% during the 2nd quarter. QRG Capital Management Inc. now owns 21,810 shares of the company's stock worth $2,171,000 after acquiring an additional 1,692 shares during the last quarter.

Wall Street Analyst Weigh In

CRWV has been the topic of a number of research reports. Sanford C. Bernstein upped their target price on shares of CoreWeave from $67.00 to $74.00 and gave the company an "underperform" rating in a research report on Wednesday, August 12th. Weiss Ratings reiterated a "sell (d-)" rating on shares of CoreWeave in a research report on Monday, September 21st. Btg Pactual set a $125.00 price target on shares of CoreWeave in a research note on Monday, September 21st. Barclays boosted their price target on shares of CoreWeave from $90.00 to $105.00 and gave the stock an "equal weight" rating in a research note on Thursday, August 13th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $150.00 price objective on shares of CoreWeave in a research note on Friday, August 7th. Twenty-three investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $138.78.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Oppenheimer initiated or reiterated a Buy view on CoreWeave, adding to a series of favorable analyst opinions. William Blair also began coverage with an Outperform rating, while Jefferies said capacity constraints and demand visibility extending toward 2028 support its bullish case. CoreWeave Gets a Buy from Oppenheimer
• Positive Sentiment: UBS expects the AI-infrastructure market to remain strong, reinforcing the demand outlook for CoreWeave’s GPU-cloud and data-center services. UBS Sees AI Infrastructure Market Staying Hot
• Positive Sentiment: CoreWeave is expanding beyond traditional GPU rentals through NVIDIA Vera and Vera Rubin systems, its Forge AI-development environment and a new Partner Network. The initiatives target agentic AI, inference and enterprise workloads, potentially broadening revenue sources and customer reach. CoreWeave’s Vera Rubin Push
• Positive Sentiment: A new partner ecosystem and a clinical-AI deployment with Ennoble Care could help CoreWeave expand its customer base and showcase inference applications. CoreWeave Partner Network and AI Deals
• Neutral Sentiment: The bullish case emphasizes CoreWeave’s sizable backlog and rapid revenue growth, but the company is spending heavily to build capacity and relies substantially on debt and long-term leases.
• Negative Sentiment: Valuation concerns remain significant: investors must account for GPU replacement costs, interest expense and depreciation rather than relying solely on EBITDA. Critics also warn that expanding compute supply could eventually pressure pricing and returns. What Is CoreWeave Worth After the Cost of Replacing Its GPUs?
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares worth approximately $26.7 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature reduces its significance, but the transaction may still weigh on sentiment.

CoreWeave Company Profile

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning and other data-intensive workloads. The company offers access to accelerated computing resources, including graphics processing units (GPUs), alongside central processing units, high-performance storage, networking and data center capacity.

Its platform supports AI model training, fine-tuning and inference, as well as visual effects, rendering, scientific computing and other demanding applications.

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