Earnings buildup: Social media chatter ramps up ahead of CoreWeave's quarterly earnings release after market close today. Investors spotlight the firm's deep ties to Nvidia's explosive data center expansion, fueling speculation on robust revenue figures around $1.5 billion. Yet, anticipated per-share losses draw scrutiny amid high growth expectations.
Nvidia's influence: Nvidia's recent earnings triumph has traders debating spillover benefits for CRWV as a key AI infrastructure partner. The stock's sharp pre-report rally from the mid-$70s prompts warnings of potential profit-taking. Unusual options activity underscores the bets on post-earnings volatility.
Balancing act: Bullish voices emphasize surging backlogs and AI demand, while skeptics flag mounting debt and insider sales. Discussions reveal a tense wait for guidance that could sway the AI cloud narrative. Overall sentiment captures eager anticipation laced with caution.
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 2310 times in the past 6 months. Of those trades, 0 have been purchases and 2310 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 1192 sales selling 26,141,057 shares for an estimated $3,459,824,924.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 674 sales selling 4,865,539 shares for an estimated $496,733,243.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 155 sales selling 3,803,073 shares for an estimated $379,647,223.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 214 sales selling 1,270,177 shares for an estimated $128,092,587.
- JACK D COGEN has made 0 purchases and 6 sales selling 1,112,004 shares for an estimated $105,297,506.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 25 sales selling 219,300 shares for an estimated $21,058,032.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 23 sales selling 101,024 shares for an estimated $12,545,869.
- CHEN GOLDBERG (EVP, Product & Engineering) has made 0 purchases and 18 sales selling 126,149 shares for an estimated $11,915,935.
- JEFF BAKER (Principal Accounting Officer) has made 0 purchases and 3 sales selling 7,517 shares for an estimated $749,401.
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 489 institutional investors add shares of CoreWeave stock to their portfolio, and 370 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
- FMR LLC removed 18,871,305 shares (-70.4%) from their portfolio in Q4 2025, for an estimated $1,351,374,151
- PROFICIO CAPITAL PARTNERS LLC removed 17,851,760 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,278,364,533
- MAGNETAR FINANCIAL LLC removed 13,791,931 shares (-16.8%) from their portfolio in Q4 2025, for an estimated $987,640,178
- COATUE MANAGEMENT LLC removed 6,724,615 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $481,549,680
- GOLDMAN SACHS GROUP INC added 6,394,014 shares (+237.9%) to their portfolio in Q4 2025, for an estimated $457,875,342
- JANE STREET GROUP, LLC removed 6,125,817 shares (-49.8%) from their portfolio in Q4 2025, for an estimated $438,669,755
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 11 firms issue buy ratings on the stock, and 0 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
- Wells Fargo issued a "Overweight" rating on 11/12/2025
- HC Wainwright & Co. issued a "Buy" 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 23 analysts offer price targets for $CRWV in the last 6 months, with a median target of $120.0.
Here are some recent targets:
- Brad Zelnick from Deutsche Bank set a target price of $140.0 on 01/27/2026
- Gregg Moskowitz from Mizuho set a target price of $100.0 on 01/27/2026
- Paul Golding from Macquarie set a target price of $115.0 on 01/27/2026
- Gil Luria from DA Davidson set a target price of $110.0 on 01/26/2026
- Raimo Lenschow from Barclays set a target price of $90.0 on 01/12/2026
- 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
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.
