CoreWeave (NASDAQ:CRWV) Now Covered by Analysts at Rothschild & Co Redburn

Rothschild & Co Redburn assumed coverage on shares of CoreWeave (NASDAQ:CRWV) in a research report sent to investors on Monday morning, Marketbeat.com reports. The brokerage issued a sell rating and a $54.00 price objective on the stock.

Other analysts have also recently issued research reports about the stock. Roth Capital set a $145.00 price target on shares of CoreWeave in a research note on Thursday, August 13th. BNP Paribas Exane started coverage on shares of CoreWeave in a research report on Tuesday, June 2nd. They set an “outperform” rating and a $192.00 price target on the stock. Piper Sandler reiterated an “overweight” rating and issued a $153.00 price objective (up from $151.00) on shares of CoreWeave in a report on Wednesday, August 12th. Truist Financial increased their price objective on CoreWeave from $155.00 to $165.00 and gave the stock a “buy” rating in a research report on Monday, August 24th. Finally, Citigroup raised their target price on CoreWeave from $142.00 to $159.00 and gave the stock a “buy” rating in a research note on Friday, August 14th. Twenty-one equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $138.90.

CoreWeave Trading Up 5.0%

Shares of CRWV stock opened at $85.43 on Monday. The company’s 50-day moving average price is $85.13 and its 200-day moving average price is $94.15. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 5.53. The stock has a market cap of $39.20 billion, a price-to-earnings ratio of -23.41 and a beta of 7.45. CoreWeave has a twelve month low of $60.55 and a twelve month high of $153.20.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) earnings per share (EPS) for the quarter, topping the consensus estimate of ($1.52) by $0.38. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The firm had revenue of $2.58 billion during the quarter. During the same quarter in the previous year, the business posted ($0.27) earnings per share. CoreWeave’s revenue for the quarter was up 112.5% on a year-over-year basis. As a group, equities analysts predict that CoreWeave will post -5.19 earnings per share for the current year.

Insider Activity at CoreWeave

In related news, CEO Michael Intrator sold 200,000 shares of CoreWeave stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $81.91, for a total value of $16,382,000.00. Following the completion of the sale, the chief executive officer owned 887,129 shares in the company, valued at approximately $72,664,736.39. This trade represents a 18.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kristen Mcveety sold 97,500 shares of the business’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $93.94, for a total value of $9,159,150.00. Following the completion of the sale, the insider directly owned 123,313 shares in the company, valued at approximately $11,584,023.22. The trade was a 44.16% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 6,457,258 shares of company stock valued at $569,301,519 over the last 90 days. Insiders own 24.20% of the company’s stock.

Institutional Investors Weigh In On CoreWeave

A number of institutional investors have recently modified their holdings of the company. Legal & General Group Plc lifted its stake in CoreWeave by 8,455.6% during the fourth quarter. Legal & General Group Plc now owns 611,301 shares of the company’s stock worth $43,775,000 after purchasing an additional 604,156 shares during the last quarter. Public Employees Retirement System of Ohio purchased a new position in CoreWeave in the second quarter valued at approximately $15,543,000. California State Teachers Retirement System raised its holdings in CoreWeave by 25.5% during the first quarter. California State Teachers Retirement System now owns 320,011 shares of the company’s stock worth $24,791,000 after purchasing an additional 64,960 shares in the last quarter. Bank of New York Mellon Corp raised its holdings in CoreWeave by 12.6% during the first quarter. Bank of New York Mellon Corp now owns 353,702 shares of the company’s stock worth $27,401,000 after purchasing an additional 39,599 shares in the last quarter. Finally, Ardmore Road Asset Management LP lifted its position in shares of CoreWeave by 3,410.0% during the 1st quarter. Ardmore Road Asset Management LP now owns 351,000 shares of the company’s stock worth $27,192,000 after buying an additional 341,000 shares during the last quarter.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave raised its 2026 revenue forecast to $12.4 billion–$13.2 billion after reporting $5.1 billion in 2025 revenue, reinforcing expectations for rapid AI-cloud demand and capacity expansion. CoreWeave raises 2026 forecast to $12.4B–$13.2B after $5.1B in 2025 revenue
• Positive Sentiment: CoreWeave said it has deployed Nvidia’s latest Vera Rubin rack-scale systems, a move that could improve its competitive position and support future customer demand. CoreWeave Rises After Going Live With Vera Rubin Racks
• Positive Sentiment: Freedom Capital Markets maintained a Buy rating, while Rosenblatt Securities reaffirmed its Buy rating, providing continued analyst support. Freedom Capital Markets Keeps Their Buy Rating on CoreWeave
• Neutral Sentiment: Articles comparing CoreWeave with Nebius and IREN point to substantial AI-infrastructure growth potential, but also highlight capital requirements, customer concentration and execution risks. Nebius vs. CoreWeave: Which AI Cloud Stock Is the Better Buy?
• Neutral Sentiment: Technical commentary warned that the recent rebound could reverse, making the stock’s recovery vulnerable to renewed volatility. CoreWeave stock jumps, but a risky pattern points to a reversal
• Negative Sentiment: Rothschild & Co. Redburn initiated coverage with a Sell rating and a $54 price target, citing the risk that lower GPU prices could weaken CoreWeave’s economics and pricing power. Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices
• Negative Sentiment: CoreWeave’s $3 billion convertible-notes offering, with an additional $500 million option, underscores its funding needs and introduces potential dilution. Higher interest rates also increase pressure on the company’s highly leveraged balance sheet. CoreWeave Announces $3 Billion Convertible Senior Notes Offering

CoreWeave Company Profile

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.