CoreWeave (NASDAQ:CRWV) Stock Price Expected to Rise, Cantor Fitzgerald Analyst Says

CoreWeave (NASDAQ:CRWV) had its target price raised by stock analysts at Cantor Fitzgerald from $167.00 to $176.00 in a report issued on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Cantor Fitzgerald’s target price points to a potential upside of 94.86% from the company’s previous close.

Other analysts have also issued research reports about the stock. Raymond James Financial lowered shares of CoreWeave from a “moderate buy” rating to a “hold” rating in a report on Wednesday, July 22nd. Wolfe Research restated an “outperform” rating on shares of CoreWeave in a research report on Monday, July 6th. TD Cowen raised CoreWeave to a “buy” rating in a report on Wednesday, July 22nd. Citigroup dropped their price target on CoreWeave from $158.00 to $142.00 and set a “buy” rating for the company in a report on Wednesday, August 5th. Finally, BTIG Research started coverage on CoreWeave in a research report on Wednesday, July 22nd. They issued a “buy” rating for the company. Twenty-four investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, CoreWeave has a consensus rating of “Moderate Buy” and a consensus price target of $138.00.

CoreWeave Stock Up 2.4%

CRWV opened at $90.32 on Wednesday. The firm has a market cap of $40.42 billion, a price-to-earnings ratio of -29.04 and a beta of 7.44. The company has a debt-to-equity ratio of 3.68, a quick ratio of 0.31 and a current ratio of 0.31. The firm’s 50-day simple moving average is $90.50 and its 200-day simple moving average is $94.73. CoreWeave has a twelve month low of $60.55 and a twelve month high of $153.20.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings results on Tuesday, August 11th. The company reported ($1.14) earnings per share (EPS) for the quarter, beating the consensus estimate of ($1.52) by $0.38. The firm had revenue of $2.58 billion during the quarter. CoreWeave had a negative net margin of 25.57% and a negative return on equity of 43.07%. The company’s revenue for the quarter was up 112.5% on a year-over-year basis. During the same period in the prior year, the business earned ($0.27) earnings per share. Equities research analysts anticipate that CoreWeave will post -5.77 EPS for the current fiscal year.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, insider Brannin Mcbee sold 10,536 shares of CoreWeave stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $83.63, for a total transaction of $881,125.68. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chen Goldberg sold 19,208 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $92.29, for a total transaction of $1,772,706.32. Following the sale, the executive vice president owned 71,266 shares of the company’s stock, valued at $6,577,139.14. The trade was a 21.23% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. In the last three months, insiders sold 8,972,789 shares of company stock valued at $889,538,607. 24.20% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On CoreWeave

A number of institutional investors have recently made changes to their positions in CRWV. Cornerstone Planning Group LLC lifted its stake in CoreWeave by 272.8% in the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock valued at $25,000 after buying an additional 251 shares during the period. Cullen Frost Bankers Inc. grew its position in shares of CoreWeave by 45.8% during the 4th quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after buying an additional 121 shares during the period. Greenline Wealth Management LLC bought a new stake in shares of CoreWeave in the 4th quarter valued at about $28,000. Essential Partners LLC bought a new stake in shares of CoreWeave in the 2nd quarter valued at about $30,000. Finally, Peterson Wealth Services raised its position in shares of CoreWeave by 153.1% in the 1st quarter. Peterson Wealth Services now owns 405 shares of the company’s stock valued at $31,000 after acquiring an additional 245 shares during the period.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Revenue more than doubled: Second-quarter revenue rose 112.5% year over year to $2.58 billion, narrowly exceeding analyst expectations. The reported loss of $1.14 per share was also better than the consensus loss estimate, easing concerns about the company’s ability to convert AI demand into revenue. CoreWeave stock pops as revenue doubles
• Positive Sentiment: AI demand and backlog remain exceptionally strong: Management pointed to accelerating demand for GPU capacity, including business with Anthropic and Meta. CoreWeave’s contracted backlog reached approximately $104 billion, supporting expectations for substantial future growth as new data-center capacity comes online. CoreWeave Reports New Revenue High
• Positive Sentiment: Near-term guidance topped estimates: CoreWeave forecast third-quarter revenue of $3.5 billion to $3.6 billion, above the roughly $3.4 billion analyst consensus. Full-year 2026 revenue guidance was raised to $12.4 billion-$13.2 billion, while stronger pricing for AI compute further improved the growth outlook.
• Positive Sentiment: Older GPUs may retain value: An extended contract for Nvidia A100 GPUs suggested that aging hardware can continue generating revenue for many years, potentially improving the economics of CoreWeave’s GPU fleet. CoreWeave Stock Surges After Earnings
• Neutral Sentiment: Analyst opinions remain mixed: JPMorgan raised its price target to $110 but kept a Neutral rating, while Jefferies maintained a Buy rating and a $150 target. The wide range of targets reflects both strong demand and uncertainty around execution and profitability.
• Negative Sentiment: Losses and leverage remain important risks: CoreWeave continues to report negative net margins and is spending heavily on data centers. Its high debt burden increases financing and execution risk if capacity expansion is delayed or AI spending weakens.
• Negative Sentiment: Insider sale adds a modest overhang: COO Sachin Jain sold $1.25 million of shares to cover tax withholding related to vested equity awards. Because the sale was tax-related and he retained a substantial position, the signal is less concerning than a discretionary exit. CoreWeave COO Insider Sale

About CoreWeave

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.