Whale Options Bet Pays Off: A major options trade placed six days ago for September $45 calls on CoreWeave has already delivered substantial gains as the stock surged past $93. Observers noted the position's open interest ballooned dramatically, confirming institutional interest that has held steady amid the move.
Rapid Price Surge Draws Attention: The shares have climbed nearly 50 percent in just five trading sessions with no fresh company announcements, prompting comments on potential short-term momentum plays. Some market participants highlighted the strength relative to the 50-day moving average while others flagged risks of exhaustion after the quick advance.
Broader AI Sector Context: Discussions placed CoreWeave among recovering names in the artificial intelligence infrastructure space, where recent buying has followed earlier pullbacks. Earnings scheduled for mid-August remain a key focal point for those tracking fundamentals like backlog and revenue growth.
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 1953 times in the past 6 months. Of those trades, 0 have been purchases and 1953 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 398 sales selling 12,760,649 shares for an estimated $1,551,402,910.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 321 sales selling 8,500,682 shares for an estimated $838,244,147.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 330 sales selling 5,990,742 shares for an estimated $591,767,748.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 767 sales selling 4,449,731 shares for an estimated $406,808,485.
- JACK D COGEN has made 0 purchases and 29 sales selling 2,000,000 shares for an estimated $214,019,236.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 41 sales selling 313,898 shares for an estimated $28,875,277.
- CHEN GOLDBERG (EVP, Product & Engineering) has made 0 purchases and 23 sales selling 90,522 shares for an estimated $9,004,467.
- JEFF BAKER (Principal Accounting Officer) has made 0 purchases and 11 sales selling 63,944 shares for an estimated $6,686,608.
- SACHIN JAIN (Chief Operating Officer) has made 0 purchases and 8 sales selling 26,317 shares for an estimated $2,799,598.
- KAREN BOONE has made 0 purchases and 4 sales selling 11,580 shares for an estimated $1,245,045.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 21 sales selling 10,464 shares for an estimated $1,028,369.
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 Hedge Fund Activity
We have seen 535 institutional investors add shares of CoreWeave stock to their portfolio, and 276 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NVIDIA CORP added 22,935,780 shares (+94.5%) to their portfolio in Q1 2026, for an estimated $1,776,834,876
- GOLDMAN SACHS GROUP INC added 8,795,691 shares (+96.8%) to their portfolio in Q1 2026, for an estimated $681,402,181
- ASPEX MANAGEMENT (HK) LTD added 7,097,527 shares (+inf%) to their portfolio in Q1 2026, for an estimated $549,845,416
- FMR LLC removed 4,678,312 shares (-59.0%) from their portfolio in Q1 2026, for an estimated $362,428,830
- ALYESKA INVESTMENT GROUP, L.P. added 2,993,526 shares (+74.8%) to their portfolio in Q1 2026, for an estimated $231,908,459
- JENNISON ASSOCIATES LLC added 2,791,552 shares (+227.3%) to their portfolio in Q2 2026, for an estimated $277,871,086
- JANE STREET GROUP, LLC added 2,685,403 shares (+43.5%) to their portfolio in Q1 2026, for an estimated $208,038,170
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 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BNP Paribas issued a "Outperform" rating on 06/02/2026
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 $150.0.
Here are some recent targets:
- John McPeake from Rosenblatt set a target price of $250.0 on 07/02/2026
- Brett Knoblauch from Cantor Fitzgerald set a target price of $167.0 on 06/16/2026
- Stefan Slowinski from BNP Paribas set a target price of $192.0 on 06/02/2026
- Gil Luria from DA Davidson set a target price of $100.0 on 05/18/2026
- Tyler Radke from Citigroup set a target price of $158.0 on 05/14/2026
- Raimo Lenschow from Barclays set a target price of $120.0 on 05/11/2026
- 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.
