CoreWeave (NASDAQ:CRWV – Free Report) had its price target boosted by JPMorgan Chase & Co. from $105.00 to $110.00 in a research note published on Tuesday,Benzinga reports. The firm currently has a neutral rating on the stock.
Several other analysts have also issued reports on the stock. Citigroup cut their target price on shares of CoreWeave from $158.00 to $142.00 and set a “buy” rating for the company in a research report on Wednesday, August 5th. Wolfe Research reiterated an “outperform” rating on shares of CoreWeave in a research report on Monday, July 6th. Truist Financial upgraded shares of CoreWeave from a “hold” rating to a “buy” rating and dropped their price target for the stock from $131.00 to $126.00 in a research note on Tuesday, July 21st. BTIG Research began coverage on shares of CoreWeave in a research report on Wednesday, July 22nd. They set a “buy” rating for the company. Finally, DA Davidson restated a “neutral” rating and issued a $100.00 price objective (down from $175.00) on shares of CoreWeave in a research note on Monday, May 18th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $138.19.
Get Our Latest Stock Analysis on CRWV
CoreWeave Stock Down 1.3%
CoreWeave (NASDAQ:CRWV – Get Free Report) 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. CoreWeave had a negative return on equity of 51.06% and a negative net margin of 25.41%.The business had revenue of $2.58 billion during the quarter. During the same quarter in the prior year, the firm earned ($0.27) earnings per share. The company’s revenue for the quarter was up 112.5% compared to the same quarter last year. As a group, analysts forecast that CoreWeave will post -5.05 earnings per share for the current year.
Insider Activity
In other CoreWeave news, EVP Chen Goldberg sold 19,208 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $92.29, for a total value of $1,772,706.32. Following the completion of the transaction, the executive vice president directly owned 71,266 shares in the company, valued at $6,577,139.14. This represents a 21.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 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. Also, insider Brannin Mcbee sold 53,000 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $89.73, for a total transaction of $4,755,690.00. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 9,434,966 shares of company stock valued at $929,811,231. 24.20% of the stock is owned by insiders.
Institutional Inflows and Outflows
Large investors have recently modified their holdings of the company. Parallel Advisors LLC boosted its holdings in CoreWeave by 4.0% in the 1st quarter. Parallel Advisors LLC now owns 2,340 shares of the company’s stock worth $181,000 after buying an additional 91 shares during the period. Pathway Wealth Management LLC raised its holdings in CoreWeave by 2.9% during the first quarter. Pathway Wealth Management LLC now owns 3,593 shares of the company’s stock valued at $278,000 after acquiring an additional 100 shares during the period. Azzad Asset Management Inc. ADV raised its holdings in CoreWeave by 2.1% during the first quarter. Azzad Asset Management Inc. ADV now owns 5,020 shares of the company’s stock valued at $389,000 after acquiring an additional 104 shares during the period. Hazlett Burt & Watson Inc. lifted its position in shares of CoreWeave by 34.7% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock valued at $33,000 after acquiring an additional 119 shares in the last quarter. Finally, Cullen Frost Bankers Inc. lifted its position in shares of CoreWeave by 45.8% in the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after acquiring an additional 121 shares in the last quarter.
CoreWeave News Roundup
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: Strong Q2 results and outlook: CoreWeave reported $2.58 billion in second-quarter revenue, up 112% year over year, while its adjusted loss was narrower than expected. Management raised 2026 revenue guidance to $12.4 billion–$13.2 billion and reported a backlog of approximately $104 billion. CoreWeave Q2 earnings
- Positive Sentiment: AI infrastructure demand remains robust: New customer commitments, including contracts involving major AI companies, and continued demand for both newer and older Nvidia GPUs support expectations for sustained utilization and revenue growth. CoreWeave GPU contracts
- Positive Sentiment: Analyst optimism increased: Several firms raised their price targets after the earnings report, with Cantor Fitzgerald, Baird and Rosenblatt maintaining bullish ratings. The results also helped ease broader concerns about an AI spending bubble. Analyst target increases
- Neutral Sentiment: Post-earnings consolidation: After a major rally, trading has become volatile as investors assess whether the backlog can translate into cash flow and durable profitability. Technical analysts remain constructive but note the stock is extended and near resistance levels.
- Negative Sentiment: Heavy capital spending and leverage: CoreWeave plans approximately $35 billion–$39 billion of 2026 capital expenditures and reported significant interest expense. Its high debt load, negative net margin and low liquidity ratios increase execution, refinancing and profitability risks. CoreWeave debt analysis
- Negative Sentiment: Insider selling adds pressure: CEO Michael Intrator sold a combined 307,692 shares for roughly $27.4 million, reducing his holdings. Both transactions were executed under a pre-arranged Rule 10b5-1 plan, which reduces their significance as a discretionary bearish signal, but the sales may still weigh on sentiment. SEC Form 4 filing
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.
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