Recent discussions on X about CoreWeave, Inc. (CRWV) have been ignited by the company’s Q2 2025 earnings report, which revealed a staggering 206% year-over-year revenue increase to $1.21 billion, alongside a significant net loss of $290.5 million. Many users are debating the sustainability of this growth, with concerns mounting over the company’s heavy debt load, including a recent $2 billion issuance to address working capital deficits. The reported $18.8 billion in liabilities against a much smaller equity base has sparked intense scrutiny over financial health.
Additionally, chatter has focused on strategic moves, such as extended contracts with major players like Microsoft and OpenAI, and the potential acquisition of Core Scientific, which could bolster capacity but adds execution risk. Some on X see the $30.1 billion backlog as a sign of robust demand, while others warn of the challenges posed by high capex and supply constraints. The mix of optimism and caution continues to fuel heated conversations around the stock’s future trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
CoreWeave, Inc. Insider Trading Activity
CoreWeave, Inc. insiders have traded $CRWV stock on the open market 9 times in the past 6 months. Of those trades, 3 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $CRWV stock by insiders over the last 6 months:
- JACK D COGEN has made 0 purchases and 3 sales selling 220,760 shares for an estimated $10,499,345.
- GLENN H HUTCHINS has made 2 purchases buying 210,240 shares for an estimated $9,999,014 and 0 sales.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 2 sales selling 74,460 shares for an estimated $2,978,400.
- NITIN AGRAWAL (Chief Financial Officer) sold 12,720 shares for an estimated $508,800
- KAREN BOONE purchased 10,520 shares for an estimated $500,336
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CoreWeave, Inc. Analyst Ratings
Wall Street analysts have issued reports on $CRWV in the last several months. We have seen 7 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 07/31/2025
- Northland Capital Markets issued a "Outperform" rating on 07/18/2025
- HSBC issued a "Reduce" rating on 07/17/2025
- Argus Research issued a "Buy" rating on 07/11/2025
- DA Davidson issued a "Underperform" rating on 06/10/2025
- JP Morgan issued a "Overweight" rating on 05/16/2025
- Mizuho issued a "Outperform" rating on 05/15/2025
To track analyst ratings and price targets for CoreWeave, Inc., check out Quiver Quantitative's $CRWV forecast page.
CoreWeave, Inc. Price Targets
Multiple analysts have issued price targets for $CRWV recently. We have seen 17 analysts offer price targets for $CRWV in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- Paul Golding from Macquarie set a target price of $115.0 on 08/13/2025
- Michael Turrin from Wells Fargo set a target price of $105.0 on 08/13/2025
- Ruben Roy from Stifel set a target price of $120.0 on 08/13/2025
- Tyler Radke from Citigroup set a target price of $160.0 on 07/31/2025
- Keith Weiss from Morgan Stanley set a target price of $91.0 on 07/31/2025
- Raimo Lenschow from Barclays set a target price of $140.0 on 07/21/2025
- An analyst from Northland Capital Markets set a target price of $165.0 on 07/18/2025
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.
