AI Partnerships Buzz: CoreWeave (CRWV) has been a focal point on X lately, with much of the chatter centering on its major partnerships with tech giants like OpenAI and Meta. Many discussions highlight multi-billion-dollar deals, positioning the company as a key player in AI cloud services. The excitement around these collaborations keeps the stock trending on the platform.
Financial Concerns Surface: Despite the hype, some conversations on X raise red flags about CoreWeave’s financial health, pointing to heavy debt and profitability delays. Posts note recent stock volatility, with a significant drop over the past month, fueling debates about sustainability. These concerns temper the otherwise upbeat narrative around the company.
Revenue Growth Noted: On a positive note, recent posts on X mention CoreWeave nearly doubling its revenue backlog in the last quarter. This update has sparked renewed interest, with some viewing it as a sign of strong future potential. The mix of optimism and caution continues to drive lively discussions.
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 1659 times in the past 6 months. Of those trades, 0 have been purchases and 1659 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 111 sales selling 2,382,637 shares for an estimated $259,142,942.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 131 sales selling 717,543 shares for an estimated $84,065,330.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 24 sales selling 411,319 shares for an estimated $42,126,970.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 23 sales selling 120,655 shares for an estimated $13,432,412.
- 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 462 institutional investors add shares of CoreWeave stock to their portfolio, and 117 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INFINITUM ASSET MANAGEMENT, LLC removed 18,540,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $3,023,132,400
- 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
- COATUE MANAGEMENT LLC removed 11,072,958 shares (-62.2%) from their portfolio in Q3 2025, for an estimated $1,515,334,302
- JANE STREET GROUP, LLC added 7,253,308 shares (+143.8%) to their portfolio in Q3 2025, for an estimated $992,615,199
- INVESTMENT MANAGEMENT CORP OF ONTARIO removed 7,000,000 shares (-80.6%) from their portfolio in Q3 2025, for an estimated $957,950,000
- PEAK6 LLC removed 6,629,141 shares (-76.3%) from their portfolio in Q3 2025, for an estimated $907,197,945
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
- DA Davidson issued a "Underperform" rating on 11/11/2025
- Jefferies issued a "Buy" 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 26 analysts offer price targets for $CRWV in the last 6 months, with a median target of $135.0.
Here are some recent targets:
- Kash Rangan from Goldman Sachs set a target price of $105.0 on 11/17/2025
- Michael Donovan from Compass Point set a target price of $150.0 on 11/13/2025
- 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
- Ananda Baruah from Loop Capital set a target price of $120.0 on 11/12/2025
- Paul Golding from Macquarie set a target price of $115.0 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.
