AI Partnerships Fuel Buzz: Recent chatter on X about CoreWeave (CRWV) has been driven by its major partnerships with tech giants like Meta and OpenAI. Many users are thrilled about contracts reportedly worth billions, viewing them as a massive growth driver for the AI cloud computing firm. The stock’s sharp rise, with some noting a year-to-date gain of over 200%, keeps the conversation lively.
Mixed Reactions to Financials: Despite the excitement, some on X have raised concerns over CoreWeave’s widening net losses and insider selling, with a few pointing to potential risks like debt and customer concentration. Others counter that the stock’s 245% surge since its IPO shows strong institutional confidence despite these issues. The debate keeps the discussion dynamic and divided.
Technical Breakouts in Focus: Traders on X are also eyeing CRWV’s price action, with several highlighting potential breakout levels and accumulation patterns. Speculation around upcoming catalysts, like new project ramp-ups, adds to the anticipation. This technical focus keeps the stock a hot topic among market watchers.
Note: This discussion summary was generated from an AI condensation of post data.
CoreWeave Congressional Stock Trading
Members of Congress have traded $CRWV stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CRWV stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE purchased up to $15,000 on 06/06.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CoreWeave Insider Trading Activity
CoreWeave insiders have traded $CRWV stock on the open market 1335 times in the past 6 months. Of those trades, 0 have been purchases and 1335 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 977 sales selling 23,626,614 shares for an estimated $3,058,950,829.
- JACK D COGEN has made 0 purchases and 14 sales selling 5,112,004 shares for an estimated $477,148,645.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 113 sales selling 4,057,903 shares for an estimated $434,056,068.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 79 sales selling 1,508,971 shares for an estimated $170,993,208.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 107 sales selling 552,633 shares for an estimated $68,507,731.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 23 sales selling 409,088 shares for an estimated $41,942,801.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 16 sales selling 111,174 shares for an estimated $12,694,470.
- CHEN GOLDBERG (SVP of Engineering) has made 0 purchases and 6 sales selling 56,294 shares for an estimated $5,244,848.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CoreWeave Hedge Fund Activity
We have seen 44 institutional investors add shares of CoreWeave stock to their portfolio, and 6 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MUNRO PARTNERS added 605,010 shares (+5272.4%) to their portfolio in Q3 2025, for an estimated $82,795,618
- EULAV ASSET MANAGEMENT added 135,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $18,474,750
- SG AMERICAS SECURITIES, LLC added 65,532 shares (+inf%) to their portfolio in Q3 2025, for an estimated $8,968,054
- SUMITOMO MITSUI TRUST GROUP, INC. added 41,396 shares (+19.7%) to their portfolio in Q3 2025, for an estimated $5,665,042
- RWQ FINANCIAL MANAGEMENT SERVICES, INC. added 33,260 shares (+297.2%) to their portfolio in Q3 2025, for an estimated $4,551,631
- RAKUTEN SECURITIES, INC. added 29,771 shares (+inf%) to their portfolio in Q3 2025, for an estimated $4,074,161
- STEPHENS INC /AR/ added 18,847 shares (+inf%) to their portfolio in Q3 2025, for an estimated $2,579,211
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 12 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
- Wells Fargo issued a "Overweight" rating on 09/23/2025
- Loop Capital issued a "Buy" rating on 09/19/2025
- Raymond James issued a "Outperform" rating on 09/16/2025
- Cantor Fitzgerald issued a "Overweight" rating on 09/16/2025
- JMP Securities issued a "Market Outperform" rating on 09/16/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/21/2025
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 24 analysts offer price targets for $CRWV in the last 6 months, with a median target of $145.0.
Here are some recent targets:
- Amit Daryanani from Evercore ISI Group set a target price of $175.0 on 09/30/2025
- Paul Golding from Macquarie set a target price of $140.0 on 09/29/2025
- Ben Reitzes from Melius Research set a target price of $165.0 on 09/23/2025
- Michael Turrin from Wells Fargo set a target price of $170.0 on 09/23/2025
- Ananda Baruah from Loop Capital set a target price of $165.0 on 09/19/2025
- Josh Beck from Raymond James set a target price of $130.0 on 09/16/2025
- Thomas Blakey from Cantor Fitzgerald set a target price of $116.0 on 09/16/2025
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.
