AI Partnerships Spark Interest: Recent discussions on X about CoreWeave (CRWV) have been lively, driven by major partnerships with companies like Meta and OpenAI. Many are excited about the potential of deals worth billions, seeing them as a significant boost for the company's growth in AI cloud services. The stock's upward momentum is a frequent topic, with some pointing to these collaborations as key catalysts.
Acquisition and Insider Selling Concerns: Alongside the optimism, there’s chatter on X about insider selling and acquisition uncertainties, such as the Core Scientific deal. Posts highlight recent share sales by major stakeholders and question the risks tied to integrating new acquisitions. These concerns have led to mixed views on the stock’s near-term stability.
Technical Trends Under Scrutiny: Technical analysis is also trending in X conversations, with some noting tightening price patterns and potential breakout signals for CRWV. Discussions often focus on key resistance levels and volume patterns as indicators of future movement. The blend of fundamental and technical insights keeps the dialogue engaging and dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
CoreWeave Congressional Stock Trading
Members of Congress have traded $CRWV stock 1 times in the past 6 months. Of those trades, 1 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 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 Insider Trading Activity
CoreWeave insiders have traded $CRWV stock on the open market 1315 times in the past 6 months. Of those trades, 0 have been purchases and 1315 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 977 sales selling 23,626,614 shares for an estimated $3,058,950,829.
- 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 79 sales selling 1,508,971 shares for an estimated $170,993,208.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 87 sales selling 470,178 shares for an estimated $58,730,592.
- 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 Hedge Fund Activity
We have seen 11 institutional investors add shares of CoreWeave stock to their portfolio, and 1 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SG AMERICAS SECURITIES, LLC added 65,532 shares (+inf%) to their portfolio in Q3 2025, for an estimated $8,968,054
- RWQ FINANCIAL MANAGEMENT SERVICES, INC. added 33,260 shares (+297.2%) to their portfolio in Q3 2025, for an estimated $4,551,631
- STRATEGIC BLUEPRINT, LLC removed 6,160 shares (-58.8%) from their portfolio in Q3 2025, for an estimated $842,996
- CERITY PARTNERS LLC added 3,876 shares (+226.7%) to their portfolio in Q3 2025, for an estimated $530,430
- KEYSTONE WEALTH SERVICES, LLC added 3,695 shares (+inf%) to their portfolio in Q3 2025, for an estimated $505,660
- SLT HOLDINGS LLC added 2,250 shares (+93.8%) to their portfolio in Q3 2025, for an estimated $307,912
- GLADSTONE INSTITUTIONAL ADVISORY LLC added 2,021 shares (+54.8%) to their portfolio in Q3 2025, for an estimated $276,573
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
- Cantor Fitzgerald issued a "Overweight" rating on 09/16/2025
- Raymond James issued a "Outperform" 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.
