Recent chatter on X about CoreWeave (CRWV) has been buzzing with reactions to the company’s latest strategic acquisition of OpenPipe, a move aimed at bolstering its AI reinforcement learning capabilities. Many users are intrigued by how this deal could position CoreWeave as a stronger player in the AI infrastructure space, especially given the stock’s significant gains over the past six months. However, there’s a cautious undertone, as some express concerns over the financial strain from mounting debt and net losses despite impressive revenue growth.
Additionally, discussions on X have highlighted insider selling following the end of a lockup period, with significant share offloads by key figures adding to market volatility. Posts reflect a divide, with some seeing the company’s aggressive expansion as a risky bet, while others view the infrastructure backlog and future lease revenue as promising. The mix of excitement and skepticism keeps the conversation lively and dynamic.
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 183 times in the past 6 months. Of those trades, 0 have been purchases and 183 have been sales.
Here’s a breakdown of recent trading of $CRWV stock by insiders over the last 6 months:
- JACK D COGEN has made 0 purchases and 14 sales selling 5,112,004 shares for an estimated $477,148,645.
- FINANCIAL LLC MAGNETAR has made 0 purchases and 60 sales selling 2,481,956 shares for an estimated $251,819,613.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 40 sales selling 1,875,000 shares for an estimated $173,039,311.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 38 sales selling 644,382 shares for an estimated $57,675,257.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 9 sales selling 388,548 shares for an estimated $32,869,526.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 10 sales selling 82,455 shares for an estimated $7,886,787.
- CHEN GOLDBERG (SVP of Engineering) has made 0 purchases and 6 sales selling 56,294 shares for an estimated $5,244,848.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 6 sales selling 22,242 shares for an estimated $1,372,967.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CoreWeave Analyst Ratings
Wall Street analysts have issued reports on $CRWV in the last several months. We have seen 9 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 08/27/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/21/2025
- Argus Research issued a "Buy" rating on 08/14/2025
- Citigroup issued a "Buy" rating on 07/31/2025
- Northland Capital Markets issued a "Outperform" rating on 07/18/2025
- HSBC issued a "Reduce" rating on 07/17/2025
- DA Davidson issued a "Underperform" rating on 06/10/2025
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 21 analysts offer price targets for $CRWV in the last 6 months, with a median target of $115.0.
Here are some recent targets:
- Thomas Blakey from Cantor Fitzgerald set a target price of $116.0 on 08/27/2025
- Kevin Dede from HC Wainwright & Co. set a target price of $180.0 on 08/21/2025
- Nick Del Deo from MoffettNathanson set a target price of $65.0 on 08/19/2025
- Jim Kelleher from Argus Research set a target price of $200.0 on 08/14/2025
- Paul Golding from Macquarie set a target price of $115.0 on 08/13/2025
- Brad Sills from B of A Securities set a target price of $168.0 on 08/13/2025
- Ruben Roy from Stifel set a target price of $120.0 on 08/13/2025
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.
