AI Partnerships Buzz: CoreWeave (CRWV) has been a hot topic on X recently, largely due to its major partnerships with tech giants like OpenAI and Meta. Posts highlight deals potentially worth billions, with many seeing these as a massive boost for the company’s role in AI cloud services. The excitement around these collaborations is driving significant attention to the stock.
Merger Setback: Discussions on X also focus on the recent termination of a proposed merger with Core Scientific, causing a dip in stock price. Some users express frustration over the setback, while others note the stock’s resilience and potential for recovery. The mixed reactions keep the conversation dynamic and closely watched.
Insider Selling Concerns: Another point of debate on X is the recent insider and institutional selling, with some posts pointing to large transactions by funds like Magnetar. This has sparked concern among users about governance and future performance, though others argue the company’s fundamentals remain strong. The tension around this issue adds a layer of intrigue to the stock’s narrative.
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 1566 times in the past 6 months. Of those trades, 0 have been purchases and 1566 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 1202 sales selling 27,619,166 shares for an estimated $3,607,897,174.
- 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 85 sales selling 1,790,221 shares for an estimated $209,748,588.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 107 sales selling 552,633 shares for an estimated $68,507,731.
- 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 6 sales selling 56,294 shares for an estimated $5,244,848.
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 77 institutional investors add shares of CoreWeave stock to their portfolio, and 15 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TEACHER RETIREMENT SYSTEM OF TEXAS removed 736,563 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $120,103,962
- MUNRO PARTNERS added 605,010 shares (+5272.4%) to their portfolio in Q3 2025, for an estimated $82,795,618
- EULAV ASSET MANAGEMENT added 135,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $18,474,750
- PROEM ADVISORS LLC removed 95,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $15,490,700
- SG AMERICAS SECURITIES, LLC added 65,532 shares (+inf%) to their portfolio in Q3 2025, for an estimated $8,968,054
- RAKUTEN INVESTMENT MANAGEMENT, INC. added 50,614 shares (+14628.3%) to their portfolio in Q3 2025, for an estimated $6,926,525
- ANDINA CAPITAL MANAGEMENT, LLC added 45,236 shares (+inf%) to their portfolio in Q3 2025, for an estimated $6,190,546
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:
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
- Wells Fargo issued a "Overweight" rating on 09/23/2025
- Loop Capital issued a "Buy" rating on 09/19/2025
- Raymond James issued a "Outperform" rating on 09/16/2025
- Cantor Fitzgerald issued a "Overweight" rating on 09/16/2025
- JMP Securities issued a "Market Outperform" rating on 09/16/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/21/2025
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 24 analysts offer price targets for $CRWV in the last 6 months, with a median target of $145.0.
Here are some recent targets:
- Amit Daryanani from Evercore ISI Group set a target price of $175.0 on 09/30/2025
- Paul Golding from Macquarie set a target price of $140.0 on 09/29/2025
- Michael Turrin from Wells Fargo set a target price of $170.0 on 09/23/2025
- Ben Reitzes from Melius Research set a target price of $165.0 on 09/23/2025
- Ananda Baruah from Loop Capital set a target price of $165.0 on 09/19/2025
- Josh Beck from Raymond James set a target price of $130.0 on 09/16/2025
- Thomas Blakey from Cantor Fitzgerald set a target price of $116.0 on 09/16/2025
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.
