Needham & Company LLC Reiterates Hold Rating for CoreWeave (NASDAQ:CRWV)

CoreWeave (NASDAQ:CRWV)‘s stock had its “hold” rating reaffirmed by analysts at Needham & Company LLC in a research note issued on Monday,Benzinga reports.

A number of other research firms have also recently weighed in on CRWV. Melius Research set a $140.00 price objective on CoreWeave in a report on Tuesday, November 11th. Truist Financial began coverage on shares of CoreWeave in a research note on Tuesday, January 6th. They set a “hold” rating and a $84.00 price objective for the company. Jefferies Financial Group dropped their target price on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a report on Monday, January 5th. Weiss Ratings restated a “sell (d-)” rating on shares of CoreWeave in a report on Monday, December 29th. Finally, Citigroup restated a “buy” rating and issued a $135.00 price objective (down from $192.00) on shares of CoreWeave in a report on Friday, December 19th. Seventeen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $123.83.

CoreWeave Stock Up 8.0%

Shares of CRWV traded up $7.45 during mid-day trading on Monday, hitting $100.43. The company’s stock had a trading volume of 39,488,472 shares, compared to its average volume of 27,928,680. The firm has a market capitalization of $38.81 billion and a price-to-earnings ratio of -69.26. The company’s 50-day moving average is $80.52 and its 200-day moving average is $104.64. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66. CoreWeave has a 52-week low of $33.51 and a 52-week high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.36) by $0.14. The company had revenue of $1.36 billion for the quarter, compared to the consensus estimate of $1.28 billion. CoreWeave’s revenue for the quarter was up 133.7% compared to the same quarter last year. During the same period in the previous year, the business earned ($1.82) EPS.

Insider Buying and Selling at CoreWeave

In other news, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $91.77, for a total transaction of $25,810,312.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Brannin Mcbee sold 35,335 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total value of $3,367,072.15. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 7,674,171 shares of company stock valued at $840,445,742.

Hedge Funds Weigh In On CoreWeave

Several hedge funds and other institutional investors have recently bought and sold shares of CRWV. Chelsea Counsel Co. acquired a new stake in CoreWeave in the second quarter worth approximately $33,000. Family Legacy Financial Solutions LLC raised its holdings in shares of CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares in the last quarter. HighMark Wealth Management LLC acquired a new stake in CoreWeave during the third quarter valued at approximately $27,000. OLD Second National Bank of Aurora bought a new stake in CoreWeave during the third quarter worth approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp bought a new stake in CoreWeave during the third quarter worth approximately $27,000.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed $2 billion to CoreWeave to deepen a strategic partnership and speed a multi‑year buildout of AI “factories” and data‑center capacity (Nvidia bought stock at $87.20/share; companies say CoreWeave will add more AI compute capacity through 2030). Article Title
• Positive Sentiment: Market reaction and commentary frame Nvidia’s stake as strategic validation of CoreWeave’s AI‑infrastructure business, sending buying momentum across headlines and early trading coverage. Article Title
• Positive Sentiment: DA Davidson upgraded CRWV to a Buy and set a $110 price target, providing institutional support and an additional catalyst for momentum. Article Title
• Neutral Sentiment: The Nvidia stock purchase price ($87.20) is below recent trading, which may be seen as a favorable capital injection but also creates questions about share issuance terms and potential dilution or resale pressure over time. Article Title
• Negative Sentiment: Multiple law firms have filed or solicited plaintiffs in securities‑fraud class actions over alleged misstatements between March 28, 2025 and December 15, 2025; a wave of filings and lead‑plaintiff solicitations creates legal overhang and potential future liabilities (March 13, 2026 lead‑plaintiff deadlines noted). Article Title
• Negative Sentiment: Recent reports show material insider selling (reported sale ~ $25.8M), which investors may interpret as a cautionary signal even as the stock rallies. Article Title

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.