CoreWeave (NASDAQ:CRWV) Shares Down 5.2% – Should You Sell?

CoreWeave Inc. (NASDAQ:CRWV)’s stock price was down 5.2% during trading on Tuesday . The company traded as low as $89.09 and last traded at $91.00. Approximately 17,323,430 shares were traded during mid-day trading, a decline of 37% from the average daily volume of 27,488,844 shares. The stock had previously closed at $96.04.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Analyst sentiment remains generally constructive: 31 brokers give CoreWeave an average “Moderate Buy” recommendation (18 buy, 12 hold, 1 sell), which could provide support versus the legal‑risk selloff. CoreWeave: Power Ramp Meets Capital Reality
• Neutral Sentiment: Multiple law firms and notices are flagging the March 13, 2026 lead‑plaintiff deadline — procedural activity that attracts claims and publicity but does not by itself determine outcome or damages. CRWV Investors Have Opportunity to Lead CoreWeave, Inc. Securities Fraud Lawsuit
• Neutral Sentiment: Short‑interest notices in the feed show anomalous/zero values (0 shares, NaN), suggesting reported short data is noisy or erroneous and should be treated with caution rather than taken as clear bearish positioning.
• Negative Sentiment: Hagens Berman and other firms are investigating and/or have filed claims alleging CoreWeave misled the market about data‑center delays, concealed infrastructure risks and its ability to hit growth targets — increases legal exposure and management distraction. Hagens Berman Investigating Claims Against CoreWeave, Inc.
• Negative Sentiment: Multiple law firms (Kessler Topaz, Pomerantz, KSF, Bernstein Liebhard, Rosen, BFA, DJS, Schall, Portnoy, Bronstein Gewirtz & Grossman, etc.) have issued filings or investor alerts alleging securities fraud tied to statements from March–December 2025 — the breadth of notices increases the probability of consolidated litigation and potential financial exposure. Kessler Topaz Announces Securities Fraud Class Action Against CoreWeave
• Negative Sentiment: Journalistic analysis flags a broader thematic risk: CoreWeave’s AI capacity story is being tested by questions over NVIDIA funding, power ramp execution and capital requirements — operational or capital shortfalls would amplify legal and market downside. CoreWeave Lawsuits And NVIDIA Funding Put AI Capacity Story To Test

Wall Street Analysts Forecast Growth

CRWV has been the topic of a number of research analyst reports. Truist Financial began coverage on CoreWeave in a report on Tuesday, January 6th. They set a “hold” rating and a $84.00 target price on the stock. Melius Research set a $140.00 price objective on CoreWeave in a research note on Tuesday, November 11th. Compass Point initiated coverage on shares of CoreWeave in a research note on Thursday, November 13th. They set a “buy” rating and a $150.00 target price for the company. Jefferies Financial Group dropped their target price on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of CoreWeave in a report on Monday, January 26th. Seventeen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $125.45.

CoreWeave Price Performance

The firm’s fifty day moving average price is $86.16 and its 200-day moving average price is $101.16. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66.

Insider Buying and Selling at CoreWeave

In other news, insider Brannin Mcbee sold 102,835 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $78.61, for a total transaction of $8,083,859.35. Following the completion of the transaction, the insider directly owned 185,181 shares in the company, valued at approximately $14,557,078.41. The trade was a 35.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Michael N. Intrator sold 111,427 shares of the stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total value of $8,066,200.53. Following the completion of the transaction, the chief executive officer directly owned 5,922,620 shares of the company’s stock, valued at $428,738,461.80. This trade represents a 1.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 4,467,023 shares of company stock valued at $372,428,890 in the last ninety days.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in shares of CoreWeave by 275.6% during 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 period. Nvidia Corp grew its position in CoreWeave by 0.4% in the 2nd quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock valued at $3,958,701,000 after buying an additional 95,113 shares in the last quarter. Proficio Capital Partners LLC grew its position in CoreWeave by 446,194.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock valued at $2,443,013,000 after buying an additional 17,847,760 shares in the last quarter. Clear Street Group Inc. increased its stake in CoreWeave by 57.2% during the 4th quarter. Clear Street Group Inc. now owns 4,653,815 shares of the company’s stock valued at $333,260,000 after buying an additional 1,692,916 shares during the period. Finally, Alyeska Investment Group L.P. raised its position in shares of CoreWeave by 300.0% during the 4th quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock worth $286,440,000 after buying an additional 3,000,000 shares in the last quarter.

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.