Nvidia deepens AI partnership: Social media erupted with discussion after Nvidia reportedly placed a $2 billion bet on CoreWeave's infrastructure. Enthusiasts highlighted the stock's sharp jump, viewing it as validation of the company's dominance in GPU-powered data centers. This alliance positions CoreWeave at the forefront of surging AI demand.
Class action lawsuit emerges: A recent shareholder alert surfaced regarding a class action over alleged securities issues from last year. Conversations noted the lead plaintiff deadline but quickly pivoted to resilient fundamentals amid legal noise. Investors emphasized ongoing enterprise wins and Nvidia ties as key buffers.
Bullish technical outlook: Traders dissected charts revealing accumulation patterns and bullish crossovers. Post-IPO gains exceeding 185% fueled optimism, with projections tied to OpenAI contracts and hyperscale growth. Sentiment underscores CoreWeave's potential in the AI infrastructure race.
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 2272 times in the past 6 months. Of those trades, 0 have been purchases and 2272 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.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 584 sales selling 5,782,229 shares for an estimated $580,265,044.
- JACK D COGEN has made 0 purchases and 14 sales selling 5,112,004 shares for an estimated $477,148,645.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 167 sales selling 3,846,135 shares for an estimated $381,621,389.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 206 sales selling 1,270,177 shares for an estimated $128,258,931.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 28 sales selling 413,435 shares for an estimated $42,284,670.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 28 sales selling 223,439 shares for an estimated $21,433,219.
- CHEN GOLDBERG (SVP of Engineering) has made 0 purchases and 16 sales selling 107,199 shares for an estimated $10,194,602.
- JEFF BAKER (Principal Accounting Officer) sold 5,143 shares for an estimated $533,759
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CoreWeave Revenue
CoreWeave had revenues of $1.4B in Q3 2025. This is an increase of 133.7% from the same period in the prior year.
You can track CRWV financials on Quiver Quantitative's CRWV stock page.
CoreWeave Congressional Stock Trading
Members of Congress have traded $CRWV stock 3 times in the past 6 months. Of those trades, 2 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 has traded it 3 times. They made 2 purchases worth up to $30,000 on 10/10, 10/09 and 1 sale worth up to $50,000 on 12/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CoreWeave Hedge Fund Activity
We have seen 511 institutional investors add shares of CoreWeave stock to their portfolio, and 219 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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 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 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Roth Capital issued a "Buy" rating on 12/05/2025
- Freedom Capital Markets issued a "Buy" rating on 12/05/2025
- Compass Point issued a "Buy" rating on 11/13/2025
- Wells Fargo issued a "Overweight" rating on 11/12/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/12/2025
- Jefferies issued a "Buy" rating on 11/11/2025
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
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 $120.0.
Here are some recent targets:
- Gregg Moskowitz from Mizuho set a target price of $100.0 on 01/27/2026
- Paul Golding from Macquarie set a target price of $115.0 on 01/27/2026
- Brad Zelnick from Deutsche Bank set a target price of $140.0 on 01/27/2026
- Gil Luria from DA Davidson set a target price of $110.0 on 01/26/2026
- Raimo Lenschow from Barclays set a target price of $90.0 on 01/12/2026
- Michael Turrin from Wells Fargo set a target price of $125.0 on 01/08/2026
- Arvind Ramnani from Truist Securities set a target price of $84.0 on 01/06/2026
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.
