CoreWeave (NASDAQ:CRWV) Shares Up 5% – Still a Buy?

CoreWeave Inc. (NASDAQ:CRWV)’s share price traded up 5% during mid-day trading on Tuesday. The stock traded as high as $93.21 and last traded at $91.72. 31,260,830 shares traded hands during trading, an increase of 10% from the average session volume of 28,404,426 shares. The stock had previously closed at $87.39.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: India expansion broadens CoreWeave’s growth opportunity. The company plans to establish 240 megawatts of AI data-center capacity in Navi Mumbai through a partnership with AdaniConneX. The move gives CoreWeave access to India’s rapidly growing AI market and supports its global infrastructure strategy. CoreWeave Makes a 240 MW Bet on India’s AI Infrastructure
• Positive Sentiment: GPU pricing power signals strong demand. CoreWeave reportedly raised hourly GPU prices by 25% in July and by another 10% in the following two to three months. UBS analyst Karl Keirstead viewed the increases as evidence that demand for AI infrastructure remains robust, potentially supporting revenue growth and margins. CoreWeave Can Raise Prices Twice in Three Months
• Positive Sentiment: Institutional support is providing a sentiment boost. Cathie Wood’s ARK reportedly bought CoreWeave shares after the selloff, while some analysts remain constructive on the broader neocloud sector. One investor also describes CRWV as a high-beta AI position worth accumulating despite its risk profile. CRWV, NBIS Edge Up Overnight After Selloff
• Neutral Sentiment: Growth is accelerating, but profitability remains a key test. CoreWeave’s recent results showed sharply higher revenue and an earnings beat, yet the company remains unprofitable. Investors are weighing whether long-term AI demand and pricing power can justify the stock’s valuation.
• Negative Sentiment: Leverage and expansion costs remain major risks. CoreWeave’s rapid buildout requires substantial capital, while its large debt burden and weak liquidity metrics could limit financial flexibility. A reported $2.6 billion AI loan may require early repayment if contract or uptime problems allow a customer to terminate its agreement. CoreWeave’s $2.6 Billion AI Loan Has a Hidden Risk
• Negative Sentiment: Valuation and insider selling are weighing on confidence. Commentary suggests CRWV could be above fair value after a steep rebound from its yearly low, while reported insider selling adds another source of near-term pressure. CoreWeave Stock Falls on Insider Selling

Wall Street Analysts Forecast Growth

CRWV has been the topic of a number of research analyst reports. Roth Capital set a $145.00 price target on CoreWeave in a report on Thursday, August 13th. Rothschild & Co Redburn assumed coverage on CoreWeave in a research note on Monday, September 21st. They set a “sell” rating and a $54.00 price target for the company. BTIG Research started coverage on shares of CoreWeave in a report on Wednesday, July 22nd. They set a “buy” rating on the stock. Robert W. Baird upped their target price on shares of CoreWeave from $100.00 to $130.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 12th. Finally, Northland Securities set a $200.00 price objective on shares of CoreWeave in a research note on Wednesday. Twenty-three analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, CoreWeave currently has a consensus rating of “Moderate Buy” and a consensus target price of $140.64.

CoreWeave Stock Down 7.9%

The company has a market capitalization of $37.38 billion, a PE ratio of -22.24 and a beta of 7.36. The stock’s fifty day moving average is $88.42 and its two-hundred day moving average is $94.88. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 5.53.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $2.58 billion during the quarter. During the same quarter last year, the business posted ($0.27) EPS. The business’s quarterly revenue was up 112.5% on a year-over-year basis. As a group, analysts predict that CoreWeave Inc. will post -5.19 EPS for the current year.

Insider Activity at CoreWeave

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 307,131 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $108.75, for a total transaction of $33,400,496.25. Following the completion of the transaction, the insider directly owned 220,810 shares of the company’s stock, valued at approximately $24,013,087.50. This represents a 58.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Michael N. Intrator sold 200,000 shares of the company’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $66.62, for a total value of $13,324,000.00. Following the transaction, the chief executive officer directly owned 2,276,815 shares in the company, valued at $151,681,415.30. This represents a 8.07% 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. In the last quarter, insiders sold 5,850,308 shares of company stock worth $509,880,624. 24.20% of the stock is owned by company insiders.

Hedge Funds Weigh In On CoreWeave

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Parallel Advisors LLC grew its position in CoreWeave by 4.0% in the first quarter. Parallel Advisors LLC now owns 2,340 shares of the company’s stock worth $181,000 after acquiring an additional 91 shares in the last quarter. Pathway Wealth Management LLC raised its position in CoreWeave by 2.9% during the first quarter. Pathway Wealth Management LLC now owns 3,593 shares of the company’s stock valued at $278,000 after purchasing an additional 100 shares in the last quarter. Azzad Asset Management Inc. ADV raised its position in CoreWeave by 2.1% during the first quarter. Azzad Asset Management Inc. ADV now owns 5,020 shares of the company’s stock valued at $389,000 after purchasing an additional 104 shares in the last quarter. WPG Advisers LLC lifted its stake in CoreWeave by 14.1% during the first quarter. WPG Advisers LLC now owns 1,159 shares of the company’s stock worth $90,000 after purchasing an additional 143 shares during the last quarter. Finally, Sequoia Financial Advisors LLC boosted its holdings in shares of CoreWeave by 3.6% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 4,128 shares of the company’s stock worth $411,000 after purchasing an additional 145 shares in the last quarter.

About CoreWeave

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning and other data-intensive workloads. The company offers access to accelerated computing resources, including graphics processing units (GPUs), alongside central processing units, high-performance storage, networking and data center capacity.

Its platform supports AI model training, fine-tuning and inference, as well as visual effects, rendering, scientific computing and other demanding applications.