Bullish Options Surge: Social media chatter highlights heavy buying of June 18 calls with over $33 million in premium traded on a single strike. Market participants note the stock climbing more than 12 percent amid this activity. Observers describe the positioning as high-conviction bullish bets on continued AI momentum.
Infrastructure Backlog Focus: Discussions emphasize CoreWeave's nearly $100 billion order backlog and long-term contracts with major clients including Meta. Analysts on social media point to rapid capacity expansion as demand for AI training and inference accelerates. Commenters position the company as a key player in addressing power and compute bottlenecks.
Partnership Momentum: Recent posts reference Dell partnerships and ongoing strength in AI infrastructure names like CoreWeave. Traders discuss the stock entering a bullish cycle with potential upside targets ahead. Overall tone reflects sustained interest in the sector's growth trajectory.
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 1867 times in the past 6 months. Of those trades, 0 have been purchases and 1867 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 380 sales selling 12,648,538 shares for an estimated $1,536,765,991.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 286 sales selling 9,178,355 shares for an estimated $884,715,812.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 853 sales selling 4,117,350 shares for an estimated $364,671,565.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 245 sales selling 3,633,791 shares for an estimated $361,165,183.
- JACK D COGEN has made 0 purchases and 25 sales selling 1,728,847 shares for an estimated $185,014,542.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 25 sales selling 229,300 shares for an estimated $18,579,571.
- CHEN GOLDBERG (EVP, Product & Engineering) has made 0 purchases and 18 sales selling 84,977 shares for an estimated $8,409,613.
- JEFF BAKER (Principal Accounting Officer) has made 0 purchases and 9 sales selling 62,628 shares for an estimated $6,790,670.
- SACHIN JAIN (Chief Operating Officer) has made 0 purchases and 6 sales selling 22,516 shares for an estimated $2,343,551.
- 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 16 sales selling 10,438 shares for an estimated $1,026,097.
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 Congressional Stock Trading
Members of Congress have traded $CRWV stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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 sold up to $50,000 on 12/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
CoreWeave Hedge Fund Activity
We have seen 505 institutional investors add shares of CoreWeave stock to their portfolio, and 413 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
- VANGUARD GROUP INC added 20,487,478 shares (+275.6%) to their portfolio in Q4 2025, for an estimated $1,467,108,299
- PROFICIO CAPITAL PARTNERS LLC removed 17,851,760 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,278,364,533
- 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
- COATUE MANAGEMENT LLC removed 6,724,615 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $481,549,680
- FMR LLC removed 4,678,312 shares (-59.0%) from their portfolio in Q1 2026, for an estimated $362,428,830
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 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Freedom Capital Markets issued a "Buy" rating on 12/05/2025
- Roth Capital issued a "Buy" rating on 12/05/2025
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 22 analysts offer price targets for $CRWV in the last 6 months, with a median target of $135.5.
Here are some recent targets:
- 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
- Brett Knoblauch from Cantor Fitzgerald set a target price of $167.0 on 05/11/2026
- Raimo Lenschow from Barclays set a target price of $120.0 on 05/11/2026
- Gregg Moskowitz from Mizuho set a target price of $110.0 on 05/08/2026
- Arvind Ramnani from Truist Securities set a target price of $131.0 on 05/08/2026
- Michael Turrin from Wells Fargo set a target price of $155.0 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.
