AI Infrastructure Buzz: Social media chatter highlights CoreWeave's role in the expanding AI compute market, with participants noting substantial revenue backlogs and potential for sustained demand amid rising capital inflows. Observers point to recent price consolidation as a setup for volatility in the sector.
Technical Patterns Emerge: Discussions focus on chart formations like reverse head-and-shoulders, suggesting some see opportunities in the current trading range near recent lows. Traders reference broader AI stock movements and specific option activity as indicators of shifting momentum.
Market Rotation Views: Commentary often contrasts CoreWeave with software names, implying a possible rotation back toward infrastructure plays if earnings confirm profitability trends. Overall tone reflects active debate on timing amid competitive pressures in the cloud space.
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 2021 times in the past 6 months. Of those trades, 0 have been purchases and 2021 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 398 sales selling 12,760,649 shares for an estimated $1,551,402,910.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 334 sales selling 8,936,411 shares for an estimated $876,119,889.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 309 sales selling 4,863,088 shares for an estimated $507,636,300.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 855 sales selling 4,116,401 shares for an estimated $390,231,222.
- JACK D COGEN has made 0 purchases and 29 sales selling 2,000,000 shares for an estimated $214,019,236.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 34 sales selling 248,840 shares for an estimated $23,362,243.
- CHEN GOLDBERG (EVP, Product & Engineering) has made 0 purchases and 23 sales selling 90,522 shares for an estimated $9,004,467.
- JEFF BAKER (Principal Accounting Officer) has made 0 purchases and 10 sales selling 62,632 shares for an estimated $6,791,053.
- SACHIN JAIN (Chief Operating Officer) has made 0 purchases and 8 sales selling 26,317 shares for an estimated $2,799,598.
- KAREN BOONE has made 0 purchases and 4 sales selling 11,580 shares for an estimated $1,245,045.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 17 sales selling 10,442 shares for an estimated $1,026,479.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
CoreWeave Revenue
CoreWeave had revenues of $2.1B in Q1 2026. This is an increase of 111.69% from the same period in the prior year.
You can track CRWV financials on Quiver Quantitative's CRWV stock page.
You can access data on CRWV stock through the Quiver Quantitative API.
CoreWeave Hedge Fund Activity
We have seen 444 institutional investors add shares of CoreWeave stock to their portfolio, and 245 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NVIDIA CORP added 22,935,780 shares (+94.5%) to their portfolio in Q1 2026, for an estimated $1,776,834,876
- GOLDMAN SACHS GROUP INC added 8,795,691 shares (+96.8%) to their portfolio in Q1 2026, for an estimated $681,402,181
- ASPEX MANAGEMENT (HK) LTD added 7,097,527 shares (+inf%) to their portfolio in Q1 2026, for an estimated $549,845,416
- FMR LLC removed 4,678,312 shares (-59.0%) from their portfolio in Q1 2026, for an estimated $362,428,830
- ALYESKA INVESTMENT GROUP, L.P. added 2,993,526 shares (+74.8%) to their portfolio in Q1 2026, for an estimated $231,908,459
- JANE STREET GROUP, LLC added 2,685,403 shares (+43.5%) to their portfolio in Q1 2026, for an estimated $208,038,170
- AMUNDI added 2,387,337 shares (+266.2%) to their portfolio in Q1 2026, for an estimated $184,946,997
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
CoreWeave Analyst Ratings
Wall Street analysts have issued reports on $CRWV in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BNP Paribas issued a "Outperform" rating on 06/02/2026
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 22 analysts offer price targets for $CRWV in the last 6 months, with a median target of $145.0.
Here are some recent targets:
- John McPeake from Rosenblatt set a target price of $250.0 on 07/02/2026
- Brett Knoblauch from Cantor Fitzgerald set a target price of $167.0 on 06/16/2026
- Stefan Slowinski from BNP Paribas set a target price of $192.0 on 06/02/2026
- Gil Luria from DA Davidson set a target price of $100.0 on 05/18/2026
- Tyler Radke from Citigroup set a target price of $158.0 on 05/14/2026
- Raimo Lenschow from Barclays set a target price of $120.0 on 05/11/2026
- Paul Golding from Macquarie set a target price of $140.0 on 05/08/2026
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.
