AI Partnerships Surge: CoreWeave (CRWV) has sparked intense discussion on X recently, driven by its high-profile partnerships with tech giants like OpenAI and Meta. Posts on the platform highlight multi-billion-dollar deals, with many viewing these collaborations as a game-changer for the company’s position in AI cloud services. The buzz around these alliances keeps the stock in the spotlight.
Debt and Delays Concern: On the flip side, X conversations also point to growing concerns over CoreWeave’s financial health, with users noting a sharp rise in interest expenses and significant debt levels. Recent posts mention an 8% stock drop following announced delays in data center build-outs, impacting Q4 results. Some see this as a potential dip to watch, while others flag ongoing liabilities as a red alert.
Post-Earnings Volatility: After a recent earnings report, X users noted a steep 16% drop in CRWV shares due to a soft Q4 outlook, though some pointed to a slight after-hours recovery. Discussions emphasize a strong backlog and sustained demand for GPU cloud services as positives. The mixed reactions reflect a volatile but engaged community focus on the stock’s next moves.
Note: This discussion summary was generated from an AI condensation of post data.
CoreWeave Insider Trading Activity
CoreWeave insiders have traded $CRWV stock on the open market 1629 times in the past 6 months. Of those trades, 0 have been purchases and 1629 have been sales.
Here’s a breakdown of recent trading of $CRWV stock by insiders over the last 6 months:
- FINANCIAL LLC MAGNETAR has made 0 purchases and 1228 sales selling 27,626,854 shares for an estimated $3,608,934,556.
- JACK D COGEN has made 0 purchases and 14 sales selling 5,112,004 shares for an estimated $477,148,645.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 113 sales selling 4,057,903 shares for an estimated $434,056,068.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 99 sales selling 1,820,137 shares for an estimated $213,575,951.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 121 sales selling 635,088 shares for an estimated $77,905,265.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 23 sales selling 409,088 shares for an estimated $41,942,801.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 16 sales selling 111,174 shares for an estimated $12,694,470.
- CHEN GOLDBERG (SVP of Engineering) has made 0 purchases and 15 sales selling 89,214 shares for an estimated $8,761,311.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CoreWeave Congressional Stock Trading
Members of Congress have traded $CRWV stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CRWV stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/10, 10/09 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE purchased up to $15,000 on 06/06.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CoreWeave Hedge Fund Activity
We have seen 300 institutional investors add shares of CoreWeave stock to their portfolio, and 73 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PROFICIO CAPITAL PARTNERS LLC added 17,847,760 shares (+446194.0%) to their portfolio in Q3 2025, for an estimated $2,442,465,956
- MAGNETAR FINANCIAL LLC removed 13,834,923 shares (-14.4%) from their portfolio in Q3 2025, for an estimated $1,893,309,212
- INVESTMENT MANAGEMENT CORP OF ONTARIO removed 7,000,000 shares (-80.6%) from their portfolio in Q3 2025, for an estimated $957,950,000
- VANGUARD GROUP INC added 3,888,164 shares (+109.7%) to their portfolio in Q3 2025, for an estimated $532,095,243
- INVESCO LTD. added 2,993,889 shares (+55329.7%) to their portfolio in Q3 2025, for an estimated $409,713,709
- BLACKROCK, INC. added 2,960,689 shares (+446.8%) to their portfolio in Q3 2025, for an estimated $405,170,289
- LAVACA CAPITAL LLC added 2,000,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $273,700,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CoreWeave Analyst Ratings
Wall Street analysts have issued reports on $CRWV in the last several months. We have seen 12 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Compass Point issued a "Buy" rating on 11/13/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/12/2025
- Wells Fargo issued a "Overweight" rating on 11/12/2025
- Jefferies issued a "Buy" rating on 11/11/2025
- DA Davidson issued a "Underperform" rating on 11/11/2025
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
- Loop Capital issued a "Buy" rating on 09/19/2025
To track analyst ratings and price targets for CoreWeave, check out Quiver Quantitative's $CRWV forecast page.
CoreWeave Price Targets
Multiple analysts have issued price targets for $CRWV recently. We have seen 25 analysts offer price targets for $CRWV in the last 6 months, with a median target of $140.0.
Here are some recent targets:
- Michael Donovan from Compass Point set a target price of $150.0 on 11/13/2025
- Ananda Baruah from Loop Capital set a target price of $120.0 on 11/12/2025
- Michael Turrin from Wells Fargo set a target price of $150.0 on 11/12/2025
- Raimo Lenschow from Barclays set a target price of $120.0 on 11/12/2025
- Kevin Dede from HC Wainwright & Co. set a target price of $180.0 on 11/12/2025
- Brent Thill from Jefferies set a target price of $155.0 on 11/11/2025
- Keith Weiss from Morgan Stanley set a target price of $99.0 on 11/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
