Recent discussions on X about CoreWeave (CRWV) have centered around the company's financial health and strategic moves in the AI infrastructure space. Many users have highlighted a significant deal that brought key assets onto the balance sheet, potentially reducing billions in lease obligations, which has sparked interest among investors. However, concerns linger over the stock's volatility following the end of a lockup period, with some pointing to challenging price levels.
Additionally, there’s a mix of optimism and caution regarding CoreWeave’s business model, with posts on X noting high interest expenses and the need for sustained utilization and pricing power amidst growing competition. Some have expressed enthusiasm for the company’s focus on inference demand in AI, predicting potential upward momentum. The conversation remains dynamic as investors weigh both the opportunities and risks tied to this emerging player.
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 134 times in the past 6 months. Of those trades, 3 have been purchases and 131 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 11 sales selling 4,220,760 shares for an estimated $382,350,484.
- FINANCIAL LLC MAGNETAR has made 0 purchases and 48 sales selling 2,401,136 shares for an estimated $243,545,095.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 26 sales selling 1,250,000 shares for an estimated $114,808,504.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 9 sales selling 388,548 shares for an estimated $32,869,526.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 21 sales selling 324,312 shares for an estimated $28,571,081.
- GLENN H HUTCHINS has made 2 purchases buying 210,240 shares for an estimated $9,999,014 and 0 sales.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 10 sales selling 82,455 shares for an estimated $7,886,787.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 6 sales selling 22,242 shares for an estimated $1,372,967.
- KAREN BOONE purchased 10,520 shares for an estimated $500,336
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
- Michael Turrin from Wells Fargo set a target price of $105.0 on 08/13/2025
- Brad Sills from B of A Securities set a target price of $168.0 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.
