Earnings Fallout: Social media erupted following CoreWeave's Q1 earnings, showcasing revenue surging 112% to $2.08 billion and a staggering $99.4 billion backlog amid AI demand. The stock plunged over 11% on an EPS miss and soaring capex, prompting debates on sustainability. Users highlighted the firm's GPU-heavy model as both a strength and vulnerability.
Options Surge: Traders reported sharp rises in call and put open interest, reflecting volatile bets around $114 levels. Bullish plays like selling $114 puts and buying $111 calls emerged in discussions. Peer comparisons to NBIS and BRUN fueled talks on AI cloud valuations and Nvidia-approved status.
Path Forward: Analysts countered the dip with upgraded targets up to $175, focusing on hyperscaler contracts. Posters noted the stock's 70% gap to its 52-week high despite improved fundamentals. Conversations blend optimism on growth with caution over cash burn and insider sales.
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 1766 times in the past 6 months. Of those trades, 0 have been purchases and 1766 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 380 sales selling 12,648,538 shares for an estimated $1,536,765,991.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 241 sales selling 8,847,946 shares for an estimated $842,946,140.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 852 sales selling 4,113,667 shares for an estimated $364,303,928.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 230 sales selling 3,087,731 shares for an estimated $302,915,654.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 26 sales selling 223,211 shares for an estimated $17,750,366.
- CHEN GOLDBERG (EVP, Product & Engineering) has made 0 purchases and 13 sales selling 70,809 shares for an estimated $6,988,026.
- JEFF BAKER (Principal Accounting Officer) has made 0 purchases and 6 sales selling 18,793 shares for an estimated $1,814,767.
- SACHIN JAIN (Chief Operating Officer) has made 0 purchases and 4 sales selling 15,241 shares for an estimated $1,608,219.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 14 sales selling 8,706 shares for an estimated $756,564.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
CoreWeave Revenue
CoreWeave had revenues of $2.1B in Q1 2026. This is an increase of 111.69% from the same period in the prior year.
You can track CRWV financials on Quiver Quantitative's CRWV stock page.
You can access data on CRWV stock through the Quiver Quantitative API.
CoreWeave Congressional Stock Trading
Members of Congress have traded $CRWV stock 1 times in the past 6 months. Of those trades, 0 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 sold up to $50,000 on 12/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
CoreWeave Hedge Fund Activity
We have seen 495 institutional investors add shares of CoreWeave stock to their portfolio, and 387 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 removed 17,851,760 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,278,364,533
- ASPEX MANAGEMENT (HK) LTD added 7,097,527 shares (+inf%) to their portfolio in Q1 2026, for an estimated $549,845,416
- COATUE MANAGEMENT LLC removed 6,724,615 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $481,549,680
- FMR LLC removed 4,678,312 shares (-59.0%) from their portfolio in Q1 2026, for an estimated $362,428,830
- VALUE ALIGNED RESEARCH ADVISORS, LLC added 4,020,838 shares (+200.3%) to their portfolio in Q4 2025, for an estimated $287,932,209
- ALTIMETER CAPITAL MANAGEMENT, LP added 3,213,230 shares (+inf%) to their portfolio in Q4 2025, for an estimated $230,099,400
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
CoreWeave Analyst Ratings
Wall Street analysts have issued reports on $CRWV in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Freedom Capital Markets issued a "Buy" rating on 12/05/2025
- Roth Capital issued a "Buy" rating on 12/05/2025
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 23 analysts offer price targets for $CRWV in the last 6 months, with a median target of $131.0.
Here are some recent targets:
- Tyler Radke from Citigroup set a target price of $158.0 on 05/14/2026
- Brett Knoblauch from Cantor Fitzgerald set a target price of $167.0 on 05/11/2026
- Raimo Lenschow from Barclays set a target price of $120.0 on 05/11/2026
- Gregg Moskowitz from Mizuho set a target price of $110.0 on 05/08/2026
- Arvind Ramnani from Truist Securities set a target price of $131.0 on 05/08/2026
- Michael Turrin from Wells Fargo set a target price of $155.0 on 05/08/2026
- Mark Murphy from JP Morgan set a target price of $105.0 on 05/08/2026
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.
