CoreWeave (NASDAQ:CRWV) Stock Price Down 1.3% on Insider Selling

CoreWeave Inc. (NASDAQ:CRWV) fell 1.3% on Thursday after an insider sold shares in the company. The company traded as low as $105.84 and last traded at $106.29. Approximately 50,264,473 shares traded hands during trading, an increase of 74% from the average session volume of 28,846,678 shares. The stock had previously closed at $107.73.

Specifically, insider Brannin Mcbee sold 144,000 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $89.73, for a total transaction of $12,921,120.00. Following the transaction, the insider owned 323,263 shares of the company’s stock, valued at approximately $29,006,388.99. The trade was a 30.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brannin Mcbee sold 53,000 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $89.73, for a total transaction of $4,755,690.00. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In other CoreWeave news, COO Sachin Jain sold 13,608 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $92.09, for a total value of $1,253,160.72. Following the completion of the sale, the chief operating officer directly owned 147,785 shares of the company’s stock, valued at $13,609,520.65. This represents a 8.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Analyst Upgrades and Downgrades

CRWV has been the topic of several research reports. Rosenblatt Securities restated a “buy” rating and set a $250.00 price objective on shares of CoreWeave in a report on Wednesday. BTIG Research started coverage on CoreWeave in a research report on Wednesday, July 22nd. They set a “buy” rating on the stock. Evercore restated an “outperform” rating and set a $150.00 price target on shares of CoreWeave in a research note on Wednesday, April 15th. Citigroup cut their price target on CoreWeave from $158.00 to $142.00 and set a “buy” rating for the company in a report on Wednesday, August 5th. Finally, Oppenheimer lifted their price objective on CoreWeave from $140.00 to $150.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $140.06.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Strong Q2 results reinforced AI demand: CoreWeave reported revenue of approximately $2.58 billion, up 112.5% year over year and slightly above expectations. Its quarterly loss was also narrower than analysts anticipated, helping ease concerns about whether demand is translating into financial performance. CoreWeave stock pops as revenue doubles
• Positive Sentiment: Backlog and new commitments provide visibility: CoreWeave’s backlog reached roughly $104.2 billion, supported by more than $25 billion in new commitments and 4.2 gigawatts of contracted power. Management also said even older Nvidia GPUs are being booked years into the future, suggesting sustained demand and slower-than-expected hardware obsolescence. CoreWeave’s capex plan and backlog
• Positive Sentiment: Growth outlook remains elevated: Third-quarter revenue guidance of $3.5 billion to $3.6 billion exceeded consensus, while analysts raised several price targets, including Cantor Fitzgerald’s target near $178 and Rosenblatt Securities’ $250 target. Bullish technical signals are also supporting expectations for additional gains if technology shares continue recovering. Why Nebius and CoreWeave stocks look poised for more gains
• Neutral Sentiment: Expansion could broaden future revenue: CoreWeave is pursuing defense-AI opportunities and opening data centers in Indonesia, but the financial contribution and execution benefits of these initiatives remain uncertain. CoreWeave enters defense AI and opens Indonesia data centers
• Negative Sentiment: Capital intensity and leverage remain major risks: CoreWeave raised 2026 capital-expenditure plans to $35 billion–$39 billion. With a debt-to-equity ratio above 3.6, negative margins and continuing net losses, investors remain concerned about financing costs, cash burn and the path to profitability.
• Negative Sentiment: Contract and insider-selling concerns persist: Some analysis indicates that customer contracts are becoming shorter, potentially reducing revenue visibility. Co-founder Brannin McBee and COO Sachin Jain also sold shares under pre-arranged or tax-related plans, which may weigh modestly on sentiment despite not necessarily signaling deteriorating fundamentals. CoreWeave Q2 contracts are getting shorter

CoreWeave Stock Down 1.3%

The firm has a fifty day moving average price of $90.43 and a 200 day moving average price of $94.85. The company has a quick ratio of 0.31, a current ratio of 0.31 and a debt-to-equity ratio of 3.68. The company has a market cap of $47.57 billion, a P/E ratio of -29.12 and a beta of 7.44.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($1.52) by $0.38. The business had revenue of $2.58 billion during the quarter. CoreWeave had a negative return on equity of 51.06% 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 period in the prior year, the firm earned ($0.27) earnings per share. Equities research analysts forecast that CoreWeave Inc. will post -4.95 earnings per share for the current year.

Institutional Investors Weigh In On CoreWeave

Several hedge funds and other institutional investors have recently added to or reduced their stakes in CRWV. Pin Oak Investment Advisors Inc. acquired a new position in shares of CoreWeave during the third quarter worth approximately $34,000. Essential Partners LLC bought a new stake in shares of CoreWeave during the second quarter valued at approximately $30,000. Burnham & Co LLC acquired a new stake in shares of CoreWeave in the second quarter valued at approximately $32,000. Cornerstone Planning Group LLC increased its holdings in shares of 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 purchasing an additional 251 shares in the last quarter. Finally, Cullen Frost Bankers Inc. raised its position in CoreWeave by 45.8% in the 4th quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after purchasing an additional 121 shares during the last quarter.

About CoreWeave

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.