CoreWeave (NASDAQ:CRWV) Stock Price Up 5% – Time to Buy?

Shares of CoreWeave Inc. (NASDAQ:CRWV) were up 5% during trading on Monday . The stock traded as high as $87.25 and last traded at $85.43. 39,540,929 shares were traded during trading, an increase of 38% from the average session volume of 28,577,285 shares. The stock had previously closed at $81.36.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: UBS initiated a Buy rating, while an analyst set a $150 price target, implying substantial upside. The bullish view reflects CoreWeave’s rapid revenue growth, strong demand for AI infrastructure and potential operating leverage as capacity expands. CoreWeave Stock Climbs on UBS Buy Rating and New Cloud Deal
• Positive Sentiment: Harell Data selected CoreWeave Cloud for AI model training, fine-tuning and inference. The agreement adds evidence that CoreWeave is winning enterprise AI workloads and could improve visibility into future demand. Harell Data Selects CoreWeave to Power Its Secure Platform for AI Model Training
• Positive Sentiment: CoreWeave raised its 2026 revenue outlook to $12.4 billion-$13.2 billion. The higher forecast reinforces the company’s triple-digit growth narrative and follows reported 2025 revenue of $5.1 billion. CoreWeave Raises 2026 Forecast
• Positive Sentiment: New NVIDIA Vera Rubin NVL72 clusters and upgraded AI storage products broaden CoreWeave’s ability to support large-scale training, inference and agentic-AI workloads, potentially strengthening its competitive position. CoreWeave Rolls Out Rubin Clusters and AI Storage
• Neutral Sentiment: Analyst coverage remains divided: some firms maintain Buy ratings, while comparisons with Nebius and IREN highlight differing capital requirements, customer concentration and execution risks. Analysts Offer Insights on CoreWeave
• Negative Sentiment: Rothschild Redburn initiated a Sell rating on CoreWeave, citing the risk of lower GPU prices. Falling rental rates could pressure margins and reduce returns on the company’s sizable infrastructure investments. Rothschild Redburn Downgrades CoreWeave
• Negative Sentiment: CoreWeave’s high leverage and exposure to interest rates remain major concerns. Its debt-heavy expansion model could raise financing costs and limit flexibility if AI demand or pricing weakens.

Analysts Set New Price Targets

CRWV has been the topic of a number of analyst reports. BTIG Research assumed coverage on shares of CoreWeave in a research report on Wednesday, July 22nd. They issued a “buy” rating on the stock. Truist Financial upped their price target on CoreWeave from $155.00 to $165.00 and gave the stock a “buy” rating in a research report on Monday, August 24th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $150.00 target price on shares of CoreWeave in a research note on Friday, August 7th. Weiss Ratings restated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday. Finally, Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research report on Thursday, August 13th. Twenty-one equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $138.31.

CoreWeave Stock Performance

The firm’s 50 day simple moving average is $85.26 and its 200 day simple moving average is $94.20. The firm has a market capitalization of $40.35 billion, a price-to-earnings ratio of -23.91 and a beta of 7.45. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.46 and a current ratio of 0.46.

CoreWeave (NASDAQ:CRWV) last issued its earnings results 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 period last year, the business earned ($0.27) EPS. The company’s revenue for the quarter was up 112.5% on a year-over-year basis. Sell-side analysts forecast that CoreWeave Inc. will post -5.19 earnings per share for the current fiscal year.

Insider Transactions at CoreWeave

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 stock was sold at an average price of $108.75, for a total value of $33,400,496.25. Following the completion of the transaction, the insider owned 220,810 shares of the company’s stock, valued at $24,013,087.50. The trade was a 58.18% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Michael N. Intrator sold 278,560 shares of the business’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $97.43, for a total value of $27,140,100.80. Following the completion of the transaction, the chief executive officer directly owned 3,138,612 shares of the company’s stock, valued at $305,794,967.16. The trade was a 8.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 have sold a total of 6,380,334 shares of company stock valued at $561,507,579 in the last quarter. Company insiders own 24.20% of the company’s stock.

Hedge Funds Weigh In On CoreWeave

Several institutional investors and hedge funds have recently modified their holdings of CRWV. Cullen Frost Bankers Inc. raised its holdings in CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after purchasing an additional 121 shares in the last quarter. Essential Partners LLC purchased a new stake in shares of CoreWeave in the second quarter valued at about $30,000. Peterson Wealth Services lifted its position in CoreWeave by 153.1% during the 1st quarter. Peterson Wealth Services now owns 405 shares of the company’s stock worth $31,000 after acquiring an additional 245 shares during the period. Cassaday & Co Wealth Management LLC purchased a new position in CoreWeave in the 1st quarter valued at $31,000. Finally, Burnham & Co LLC acquired a new position in shares of CoreWeave during the second quarter worth about $32,000.

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.