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CoreWeave (NASDAQ:CRWV) Trading Up 1.6% - Time to Buy?

CoreWeave logo with Technology background
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Key Points

  • Strong growth outlook: CoreWeave raised its 2026 revenue forecast to $12.4 billion–$13.2 billion after generating $5.1 billion in 2025 revenue. It also launched NVIDIA Vera Rubin infrastructure and enhanced its AI storage offerings.
  • Analyst views are mixed: Several firms maintain Buy or Overweight ratings, with a consensus price target of $138.90, but Redburn initiated coverage with a Sell rating and a $54 target.
  • Significant risks remain: CoreWeave carries heavy debt, including a planned $3 billion convertible-notes offering, while GPU price declines, competition, customer concentration and insider selling could pressure the stock. Its high beta and potential technical reversal also suggest elevated volatility.
  • Interested in CoreWeave? Here are five stocks we like better.

CoreWeave Inc. (NASDAQ:CRWV - Get Free Report)'s stock price traded up 1.6% during trading on Tuesday . The company traded as high as $89.23 and last traded at $86.76. Approximately 26,248,546 shares were traded during mid-day trading, a decline of 8% from the average session volume of 28,585,039 shares. The stock had previously closed at $85.43.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

  • Positive Sentiment: Raised outlook and rapid growth: CoreWeave increased its 2026 revenue forecast to $12.4 billion–$13.2 billion, following $5.1 billion of revenue in 2025. Triple-digit growth is fueling the bullish case that current valuation does not reflect the company’s expansion. CoreWeave raises 2026 forecast
  • Positive Sentiment: New NVIDIA infrastructure: CoreWeave launched multi-rack NVIDIA Vera Rubin NVL72 clusters and upgraded its AI Object Storage with cross-region acceleration and a lower-cost archive tier. The offerings are designed for large-scale training, inference and agentic AI workloads, potentially strengthening its competitive position. CoreWeave rolls out Rubin clusters
  • Positive Sentiment: Bullish analyst targets: Evercore projected a $150 price target—roughly 76% above the referenced share price—while Freedom Capital Markets maintained a Buy rating. These calls support the view that demand growth and operating leverage could drive a substantial recovery. Analyst projects $150 target
  • Neutral Sentiment: Stock rebound but technical caution: CRWV recently rallied as investors rotated into AI stocks, although technical analysis has identified a potential reversal pattern. This may keep volatility elevated after the rebound. CoreWeave stock rebound analysis
  • Negative Sentiment: Bearish analyst initiation: Rothschild & Co. Redburn began coverage with a Sell rating and a $54 price target, citing risks from declining GPU prices and intensifying competition. Rothschild Redburn Sell rating
  • Negative Sentiment: Heavy financing burden: CoreWeave’s substantial debt load, high interest-rate sensitivity and a newly announced $3 billion convertible senior-notes offering could pressure cash flow and dilute shareholders. CoreWeave convertible notes offering
  • Negative Sentiment: Execution and customer risk: Comparisons with Nebius and IREN highlight CoreWeave’s leverage, capital requirements and customer concentration, while hyperscalers could eventually build more capacity internally instead of renting it.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on CRWV. Rosenblatt Securities reiterated a "buy" rating and issued a $250.00 price objective on shares of CoreWeave in a research note on Friday. Cantor Fitzgerald set a $176.00 price objective on CoreWeave and gave the company an "overweight" rating in a research note on Wednesday, August 12th. Piper Sandler reaffirmed an "overweight" rating and set a $153.00 target price (up from $151.00) on shares of CoreWeave in a research report on Wednesday, August 12th. Robert W. Baird lifted their price target on shares of CoreWeave from $100.00 to $130.00 and gave the company an "outperform" rating in a research report on Wednesday, August 12th. Finally, The Goldman Sachs Group upped their price objective on shares of CoreWeave from $121.00 to $139.00 and gave the stock a "neutral" rating in a report on Friday, August 21st. Twenty-one research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $138.90.

Read Our Latest Analysis on CoreWeave

CoreWeave Price Performance

The business's fifty day moving average is $85.13 and its 200-day moving average is $94.15. The company has a debt-to-equity ratio of 5.53, a current ratio of 0.46 and a quick ratio of 0.46. The firm has a market cap of $39.81 billion, a PE ratio of -23.77 and a beta of 7.45.

CoreWeave (NASDAQ:CRWV - Get Free Report) last issued its earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share (EPS) for the quarter, beating the consensus estimate of ($1.52) by $0.38. The firm had revenue of $2.58 billion for the quarter. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The business's quarterly revenue was up 112.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($0.27) earnings per share. On average, research analysts predict that CoreWeave Inc. 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 company's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $108.75, for a total value of $33,400,496.25. Following the transaction, the insider directly owned 220,810 shares in the company, valued at $24,013,087.50. This represents a 58.18% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Michael N. Intrator sold 278,560 shares of the company's stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $97.43, for a total transaction of $27,140,100.80. Following the completion of the transaction, the chief executive officer owned 3,138,612 shares in the company, valued at approximately $305,794,967.16. This trade represents a 8.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. In the last ninety days, insiders sold 6,457,258 shares of company stock worth $569,301,519. Insiders own 24.20% of the company's stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Alyeska Investment Group L.P. boosted its holdings in shares of CoreWeave by 55.7% during the second quarter. Alyeska Investment Group L.P. now owns 10,891,267 shares of the company's stock worth $1,084,117,000 after purchasing an additional 3,897,741 shares during the period. State Street Corp raised its position in CoreWeave by 139.7% during the 2nd quarter. State Street Corp now owns 7,058,846 shares of the company's stock valued at $702,638,000 after purchasing an additional 4,113,873 shares during the last quarter. Bank of America Corp DE lifted its holdings in CoreWeave by 13.1% in the 1st quarter. Bank of America Corp DE now owns 5,652,129 shares of the company's stock worth $437,870,000 after buying an additional 653,398 shares during the period. Clear Street Group Inc. lifted its holdings in CoreWeave by 57.2% in the 4th quarter. Clear Street Group Inc. now owns 4,653,815 shares of the company's stock worth $333,260,000 after buying an additional 1,692,916 shares during the period. Finally, Deutsche Bank AG grew its position in shares of CoreWeave by 22,624.0% in the 4th quarter. Deutsche Bank AG now owns 3,812,856 shares of the company's stock worth $273,039,000 after buying an additional 3,796,077 shares during the last quarter.

About CoreWeave

(Get Free Report)

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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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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