AI Partnerships Buzz: CoreWeave (CRWV) has ignited significant chatter on X, fueled by its blockbuster partnerships with tech giants like OpenAI and Meta. Many users are excited about multi-billion-dollar deals, seeing them as a potential catalyst for the company’s growth in AI cloud services. The hype around these collaborations keeps the stock in sharp focus.
Financial Strain Concerns: On the other hand, discussions on X also highlight growing unease about CoreWeave’s financial health, with posts pointing to rising debt and insider selling. Some express worry over recent stock price drops and question the sustainability of its growth model. The tone here often leans toward caution amid the volatility.
Mixed Market Signals: Recent posts on X also reflect a split in views after earnings reports and stock declines, with some praising adjusted EBITDA margins while others flag massive liabilities. The debate continues as the stock hovers near critical technical levels, keeping investors on edge. This divide underscores the uncertainty surrounding CRWV’s next move.
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 1637 times in the past 6 months. Of those trades, 0 have been purchases and 1637 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 107 sales selling 2,101,387 shares for an estimated $238,206,058.
- 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 454 institutional investors add shares of CoreWeave stock to their portfolio, and 116 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.
