Insider Selling: CoreWeave (NASDAQ:CRWV) CEO Sells 200,000 Shares of Stock

Key Points

• CoreWeave CEO Michael Intrator sold 200,000 shares on May 5 under a pre‑arranged Rule 10b5‑1 plan for about $25.52 million, reducing his stake by roughly 4.11% to 4,666,501 shares.
• The company reported strong revenue growth and record bookings but missed EPS and posted a large Q1 loss (around $740M), and issued cautious Q2 revenue guidance of $2.5–$2.6 billion, signaling near‑term margin pressure.
• Shares have been volatile with heavy trading and notable insider/institutional selling; analysts are mixed but the consensus is a "Moderate Buy" with an average target near $127.94.

CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) CEO Michael Intrator sold 200,000 shares of the company's stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $127.59, for a total value of $25,518,000.00. Following the transaction, the chief executive officer owned 4,666,501 shares of the company's stock, valued at approximately $595,398,862.59. This trade represents a 4.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

CoreWeave Stock Performance

Shares of CoreWeave stock traded down $9.14 during midday trading on Thursday, hitting $128.84. The company had a trading volume of 39,280,406 shares, compared to its average volume of 35,106,764. CoreWeave Inc. has a 1-year low of $50.18 and a 1-year high of $187.00. The business's 50 day simple moving average is $94.19 and its two-hundred day simple moving average is $92.34. The stock has a market cap of $57.07 billion, a PE ratio of -40.26 and a beta of 7.84. 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 released its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The company had revenue of $1.57 billion for the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The firm's revenue was up 110.4% compared to the same quarter last year. As a group, equities analysts predict that CoreWeave Inc. will post -4.15 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Cornerstone Planning Group LLC lifted its stake in CoreWeave by 272.8% in the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company's stock valued at $25,000 after buying an additional 251 shares during the period. KERR FINANCIAL PLANNING Corp bought a new stake in shares of CoreWeave in the 3rd quarter valued at about $27,000. Aspect Partners LLC acquired a new stake in shares of CoreWeave in the 3rd quarter valued at approximately $28,000. Cullen Frost Bankers Inc. boosted its stake in CoreWeave by 45.8% during the 4th quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company's stock worth $28,000 after acquiring an additional 121 shares during the last quarter. Finally, Greenline Wealth Management LLC acquired a new position in CoreWeave during the fourth quarter valued at approximately $28,000.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Record bookings, large customer backlog and a $3.1 billion GPU‑backed loan highlight strong demand and capacity expansion potential. This underpins revenue growth expectations and long‑term TAM capture. CoreWeave Reports 'Strongest' Bookings
• Positive Sentiment: Product momentum — rollout/expansion of SUNK Anywhere and SUNK self‑service aims to simplify multi‑cloud/on‑prem AI training, which could boost customer stickiness and monetization over time. CoreWeave Expands SUNK Capabilities
• Neutral Sentiment: Revenue beat in Q1 ($2.08B) shows strong top‑line momentum, validating demand—but outcome now depends on margin commentary and future guidance details. Q1 Press Release / Slide Deck
• Negative Sentiment: Widening loss and cost pressure: CoreWeave reported a $740M Q1 loss as operating expenses rose (margin compression raises near‑term profitability concerns). WSJ: Widened Q1 Loss
• Negative Sentiment: Q2 revenue guidance was set at $2.5B–$2.6B versus street ~$2.7B, a near‑term miss that likely drove the selloff; FY revenue guide $12.0B–$13.0B brackets the $12.5B consensus but reads cautious. (Company guidance update disclosed 5/7/2026.)
• Negative Sentiment: Large insider/institutional selling into the earnings window: Magnetar executed multi‑hundred‑million dollar sales and company insiders/ARK trimmed positions, increasing share supply and short‑term downward pressure. Magnetar SEC filing Venturo Form 4

Wall Street Analysts Forecast Growth

Several research firms have recently commented on CRWV. Weiss Ratings reissued a "sell (e+)" rating on shares of CoreWeave in a research note on Monday. Citigroup upped their price objective on CoreWeave from $126.00 to $155.00 and gave the stock a "buy" rating in a report on Friday, May 1st. Jefferies Financial Group lifted their target price on CoreWeave from $120.00 to $160.00 and gave the company a "buy" rating in a research note on Monday. Truist Financial upped their price target on CoreWeave from $84.00 to $85.00 and gave the company a "hold" rating in a research note on Friday, February 27th. Finally, DA Davidson raised their price target on CoreWeave from $125.00 to $175.00 and gave the company a "buy" rating in a report on Monday, April 13th. Twenty analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $127.94.

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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