CoreWeave (NASDAQ:CRWV) Insider Jeff Baker Sells 2,374 Shares of Stock

CoreWeave Inc. (NASDAQ:CRWV) insider Jeff Baker sold 2,374 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $90.83, for a total transaction of $215,630.42. Following the completion of the transaction, the insider directly owned 41,275 shares in the company, valued at $3,749,008.25. This represents a 5.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link.

Jeff Baker also recently made the following trade(s):

• On Thursday, January 29th, Jeff Baker sold 5,143 shares of CoreWeave stock. The shares were sold at an average price of $103.78, for a total transaction of $533,740.54.

CoreWeave Stock Performance

NASDAQ:CRWV opened at $99.30 on Wednesday. The company’s 50-day moving average is $87.68 and its two-hundred day moving average is $100.41. CoreWeave Inc. has a 1-year low of $33.51 and a 1-year high of $187.00. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49. The firm has a market capitalization of $38.37 billion and a price-to-earnings ratio of -68.48.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Report that CoreWeave is pursuing a roughly $8.5 billion financing (loan package) backed by Meta — this would provide large-scale capital to fund data‑center buildout and signals strong customer commitment from Meta, supporting growth expectations. CoreWeave plans to raise $8.5 billion in a deal backed by Meta: Report
• Positive Sentiment: Large institutional buy: ARK Invest (Cathie Wood) disclosed a $3.5M purchase of CRWV shares on Feb. 20 — a visible vote of confidence from a well‑known AI/cloud investor ahead of earnings. Cathie Wood buys $3.5 million in Nvidia-backed stock ahead of earnings
• Neutral Sentiment: Upcoming catalyst: CoreWeave reports Q4 results on Feb. 26 — results and guidance could drive near‑term volatility as investors reassess revenue backlog, margins and execution. CoreWeave’s Q4 results due Feb. 26: What it means for CRWV stock
• Neutral Sentiment: Analyst/valuation debate: Coverage compares CoreWeave to larger AI infrastructure peers (e.g., MSFT) and highlights a mix of strong backlog vs. conflicting fair‑value signals — adds to trading interest but not a clear directional driver. CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
• Negative Sentiment: Insider selling: Several executives sold shares on Feb. 20 (including CFO Nitin Agrawal, EVP Chen Goldberg, and others). Large insider dispositions can raise investor concerns about timing/conviction even if filings show substantial remaining holdings. SEC Form 4 — Nitin Agrawal sale
• Negative Sentiment: Legal overhang: Multiple class‑action suits and law‑firm notices allege CoreWeave misled investors about scaling and data‑center delays; a flurry of filings and lead‑plaintiff solicitations increases litigation risk and potential financial exposure. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc.
• Negative Sentiment: Balance‑sheet/leverage concerns and negative analyst commentary have previously driven sharp share drops; commentary that AI demand or execution stalls could exacerbate downside given CoreWeave’s leverage profile. Eric Jackson Says CoreWeave’s Leverage Could Threaten Shareholders If AI Demand Slows

Analysts Set New Price Targets

A number of analysts have issued reports on CRWV shares. Evercore decreased their price target on CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, November 11th. Morgan Stanley boosted their target price on CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $110.00 price target on shares of CoreWeave in a research note on Tuesday, November 11th. The Goldman Sachs Group assumed coverage on shares of CoreWeave in a report on Monday, January 12th. They set a “neutral” rating and a $86.00 price objective on the stock. Finally, Roth Mkm restated a “buy” rating on shares of CoreWeave in a report on Monday. Seventeen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $125.45.

Institutional Investors Weigh In On CoreWeave

A number of institutional investors have recently added to or reduced their stakes in CRWV. Cornerstone Planning Group LLC grew its holdings in CoreWeave by 272.8% during the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after acquiring an additional 251 shares during the period. Family Legacy Financial Solutions LLC lifted its holdings in CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after acquiring an additional 125 shares during the period. HighMark Wealth Management LLC purchased a new stake in shares of CoreWeave during the 3rd quarter worth $27,000. OLD Second National Bank of Aurora acquired a new position in shares of CoreWeave during the 3rd quarter worth $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CoreWeave during the 3rd quarter worth $27,000.

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.