CoreWeave (NASDAQ:CRWV) Upgraded by UBS Group to Strong-Buy Rating

UBS Group upgraded shares of CoreWeave (NASDAQ:CRWV) to a strong-buy rating in a report released on Tuesday morning,Zacks reports.

Several other research analysts also recently weighed in on the company. Needham & Company LLC reaffirmed a “hold” rating on shares of CoreWeave in a report on Thursday, August 13th. Btg Pactual set a $125.00 target price on shares of CoreWeave in a report on Monday. Cantor Fitzgerald set a $176.00 target price on shares of CoreWeave and gave the stock an “overweight” rating in a research report on Wednesday, August 12th. 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, Truist Financial lifted their price target on shares of CoreWeave from $155.00 to $165.00 and gave the company a “buy” rating in a report on Monday, August 24th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $138.31.

CoreWeave Trading Up 0.2%

Shares of CoreWeave stock opened at $86.90 on Tuesday. CoreWeave has a fifty-two week low of $60.55 and a fifty-two week high of $153.20. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.46 and a current ratio of 0.46. The company has a market capitalization of $39.88 billion, a P/E ratio of -23.81 and a beta of 7.45. The company has a fifty day moving average of $85.46 and a 200 day moving average of $94.28.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating analysts’ consensus estimates of ($1.52) by $0.38. The business 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%.CoreWeave’s revenue was up 112.5% compared to the same quarter last year. During the same period in the prior year, the business earned ($0.27) earnings per share. On average, sell-side analysts anticipate that CoreWeave will post -5.19 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, major shareholder Magnetar Financial Llc sold 307,131 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $108.75, for a total value of $33,400,496.25. Following the sale, the insider directly owned 220,810 shares in the company, valued at $24,013,087.50. The trade was a 58.18% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Michael N. Intrator sold 278,560 shares of the company’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $97.43, for a total transaction of $27,140,100.80. Following the sale, the chief executive officer owned 3,138,612 shares in the company, valued at $305,794,967.16. This represents a 8.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. Insiders sold a total of 6,380,334 shares of company stock valued at $561,507,579 over the last three months. Corporate insiders own 24.20% of the company’s stock.

Institutional Investors Weigh In On CoreWeave

Several institutional investors have recently modified their holdings of CRWV. State Street Corp boosted its stake in CoreWeave by 139.7% during the second quarter. State Street Corp now owns 7,058,846 shares of the company’s stock worth $702,638,000 after buying an additional 4,113,873 shares during the period. Alyeska Investment Group L.P. boosted its stake in shares of CoreWeave by 55.7% during the 2nd 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. Deutsche Bank AG boosted its stake in shares of CoreWeave by 22,624.0% during the 4th quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock worth $273,039,000 after purchasing an additional 3,796,077 shares during the period. Altimeter Capital Management LP bought a new position in CoreWeave during the 4th quarter valued at about $230,099,000. Finally, Amundi grew its holdings in CoreWeave by 266.2% during the 1st quarter. Amundi now owns 3,284,121 shares of the company’s stock valued at $254,421,000 after purchasing an additional 2,387,337 shares during the last quarter.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $120 price target, implying substantial upside from recent levels. The bank cited strengthening AI-compute demand and said CoreWeave’s valuation—about three times projected 2027 revenue—appears modest relative to its growth prospects. CoreWeave gets Buy rating from UBS
• Positive Sentiment: CoreWeave earned SemiAnalysis’ Platinum ClusterMAX rating for the third consecutive evaluation, making it the only provider to receive the industry’s highest rating each time. The recognition supports the company’s claims around AI-cloud performance, reliability, and scalability. CoreWeave earns third consecutive Platinum ClusterMAX rating
• Positive Sentiment: Harell Data selected CoreWeave Cloud for training, fine-tuning, and inference workloads on its secure AI model-training platform. The deal adds to evidence that CoreWeave is converting AI demand into customer deployments. Harell Data selects CoreWeave
• Positive Sentiment: The company introduced NVIDIA Vera Rubin NVL72 clusters and enhanced AI storage, targeting large-scale training, inference, and agentic-AI workloads. The products could help CoreWeave capture additional demand as customers expand AI infrastructure spending. CoreWeave rolls out Rubin clusters and AI storage
• Neutral Sentiment: Analysts and financial publications highlighted CoreWeave’s triple-digit growth, large backlog, and potential for significant upside, but these projections remain dependent on sustained AI spending and successful execution.
• Negative Sentiment: Investor concerns remain around CoreWeave’s highly leveraged balance sheet and exposure to competition from major hyperscale cloud providers. The stock’s high volatility and ongoing losses could amplify downside if AI demand slows or customers shift toward internally operated infrastructure.

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.