Recent Loan Amendment: Social media has been buzzing with chatter about CoreWeave's recent amendment to a $2.6 billion delayed-draw term loan. Many users highlight this as a positive move, suggesting it improves liquidity and debt flexibility. The discussion reflects optimism about the company’s strategic financial maneuvers.
Analyst Upgrades and Concerns: Alongside financial updates, posts on social media mention analyst upgrades, with some price targets reaching as high as $150. However, there’s also caution around high capital expenditure and leverage risks. This mix of enthusiasm and concern keeps the conversation dynamic and engaging.
Insider Selling Impact: Another hot topic is recent insider selling, with some users pointing to significant share offloads as a potential red flag. Despite this, others argue that partnerships with major tech players could offset any negative sentiment. The debate continues to fuel interest in the stock’s trajectory.
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 1966 times in the past 6 months. Of those trades, 0 have been purchases and 1966 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 336 sales selling 5,115,559 shares for an estimated $517,606,175.
- 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 147 sales selling 3,283,635 shares for an estimated $331,905,907.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 170 sales selling 1,105,266 shares for an estimated $112,140,800.
- 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 15 sales selling 89,214 shares for an estimated $8,761,311.
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 472 institutional investors add shares of CoreWeave stock to their portfolio, and 118 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- SITUATIONAL AWARENESS LP added 4,115,456 shares (+inf%) to their portfolio in Q3 2025, for an estimated $563,200,153
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 14 firms issue buy ratings on the stock, and 1 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
- HC Wainwright & Co. issued a "Buy" rating on 11/12/2025
- Wells Fargo issued a "Overweight" 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 27 analysts offer price targets for $CRWV in the last 6 months, with a median target of $120.0.
Here are some recent targets:
- 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
- Brent Thill from Jefferies set a target price of $120.0 on 01/05/2026
- Gil Luria from DA Davidson set a target price of $68.0 on 01/05/2026
- Tyler Radke from Citigroup set a target price of $135.0 on 12/19/2025
- Rohit Kulkarni from Roth Capital set a target price of $110.0 on 12/05/2025
- Paul Meeks from Freedom Capital Markets set a target price of $100.0 on 12/05/2025
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.
