Wells Fargo & Company Cuts CoreWeave (NASDAQ:CRWV) Price Target to $125.00

CoreWeave (NASDAQ:CRWV) had its price target decreased by equities researchers at Wells Fargo & Company from $150.00 to $125.00 in a note issued to investors on Thursday, Marketbeat Ratings reports. The brokerage currently has an “overweight” rating on the stock. Wells Fargo & Company‘s target price suggests a potential upside of 61.96% from the company’s current price.

Other equities research analysts also recently issued research reports about the company. JMP Securities raised CoreWeave from a “market perform” rating to a “market outperform” rating and set a $180.00 target price for the company in a research report on Tuesday, September 16th. Melius upgraded CoreWeave from a “hold” rating to a “buy” rating and set a $165.00 price target for the company in a report on Tuesday, September 23rd. Compass Point assumed coverage on shares of CoreWeave in a research note on Thursday, November 13th. They set a “buy” rating and a $150.00 price objective on the stock. Bank of America reduced their target price on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Finally, Evercore ISI lowered their price target on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, CoreWeave presently has an average rating of “Moderate Buy” and an average target price of $125.39.

CoreWeave Stock Performance

Shares of CRWV stock opened at $77.18 on Thursday. The company’s fifty day simple moving average is $83.94 and its 200-day simple moving average is $110.85. CoreWeave has a 52 week low of $33.51 and a 52 week high of $187.00. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66. The company has a market cap of $29.82 billion and a PE ratio of -53.23.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings results on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The business had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same period last year, the company posted ($1.82) earnings per share. The firm’s revenue for the quarter was up 133.7% on a year-over-year basis.

Insider Transactions at CoreWeave

In other CoreWeave news, insider Brian M. Venturo sold 65,940 shares of the firm’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $72.57, for a total transaction of $4,785,265.80. Following the completion of the transaction, the insider directly owned 276,053 shares of the company’s stock, valued at $20,033,166.21. This trade represents a 19.28% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Brannin Mcbee sold 8,835 shares of the business’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $79.28, for a total transaction of $700,438.80. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 12,203,228 shares of company stock valued at $1,531,637,389.

Hedge Funds Weigh In On CoreWeave

A number of hedge funds have recently bought and sold shares of the company. Renaissance Capital LLC raised its holdings in CoreWeave by 49.9% during the third quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock valued at $6,454,000 after buying an additional 15,697 shares in the last quarter. Munro Partners boosted its stake in shares of CoreWeave by 5,272.4% during the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock worth $84,366,000 after acquiring an additional 605,010 shares in the last quarter. Apexium Financial LP acquired a new position in shares of CoreWeave during the 2nd quarter valued at about $1,044,000. Chung Wu Investment Group LLC bought a new position in shares of CoreWeave in the 2nd quarter valued at approximately $755,000. Finally, Cisco Systems Inc. bought a new position in shares of CoreWeave in the 2nd quarter valued at approximately $173,493,000.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Recent operational positives: CoreWeave beat revenue/earnings expectations in its last report and reported >130% YoY revenue growth, supporting long‑term growth expectations. Earnings/Company Info
• Positive Sentiment: NVIDIA Rubin deployment: coverage highlights CoreWeave’s plan to deploy NVIDIA Rubin in 2026 to support agentic AI and large inference workloads — a potential revenue catalyst if adoption scales. Zacks: NVIDIA Rubin
• Positive Sentiment: Analyst tone shifting: at least one upgrade/less bearish coverage has appeared (analyst writeups noting reduced bear thesis), which can support sentiment if followed by sustained execution. Seeking Alpha: Upgrade
• Neutral Sentiment: New coverage with cautious ratings: Truist and KeyBanc have initiated/issued “Hold” coverage — these are not immediate buy signals and highlight concerns about leverage and capex despite revenue strength. Truist Coverage KeyBanc Hold
• Neutral Sentiment: Analyst/valuation debate: multiple pieces examine valuation, price‑to‑sales and mixed analyst views — suggests the market is split on how to value rapid revenue growth versus heavy capex and leverage. Benzinga: Analyst Views
• Negative Sentiment: Significant insider selling: Executive Brannin Mcbee sold a large block of shares (~166,670 shares across filings) at ~$79.28 each; filings show a ~29% reduction in his direct stake — this is often viewed negatively by the market. SEC Form 4 Article: Insider Selling
• Negative Sentiment: Multiple securities‑law investigations: Kaplan Fox, Schall Law Firm and Pomerantz have announced probes into potential securities‑law violations — litigation risk and disclosure uncertainty typically weigh on the stock. Kaplan Fox Schall Law Pomerantz
• Negative Sentiment: Lower analyst price target: DA Davidson set a $68 target, well below recent trading levels — a near‑term headwind if other firms follow suit. DA Davidson PT

CoreWeave Company Profile

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.