CoreWeave jumps as expanded Meta AI cloud deal boosts long-term revenue visibility

CoreWeave, Inc. (CRWV) is up 6.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears driven by a newly disclosed expansion of CoreWeave’s long-term AI cloud capacity agreement with Meta, which investors may view as a major backlog and cash-flow visibility upgrade. A same-day debt offering announcement could have been a mild headwind, but the market reaction suggests the contract expansion outweighed financing concerns.

Details:

CoreWeave disclosed an expanded, long-term agreement with Meta to provide AI cloud capacity through December 2032, with total consideration described as approximately $21 billion.

The disclosure was included in a current report filing that also contained an exhibit press release describing the expanded commercial relationship and duration.

Separately, CoreWeave also filed a current report describing plans to pursue a private offering of senior notes (including the intended size and maturity), which may indicate continued buildout funding needs.

This could also be because large, multi-year hyperscaler-style commitments can reduce perceived demand risk for capacity-heavy AI infrastructure operators, improving sentiment even when leverage rises.

Sources:

U.S. SEC (EDGAR), CoreWeave Investor Relations, Boursorama

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CRWV Insider Trading Activity

$CRWV insiders have traded $CRWV stock on the open market 1765 times in the past 6 months. Of those trades, 0 have been purchases and 1765 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 662 sales selling 9,980,130 shares for an estimated $1,401,201,460.
BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 140 sales selling 5,927,322 shares for an estimated $511,879,136.
BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 722 sales selling 3,280,322 shares for an estimated $270,844,865.
MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 184 sales selling 1,651,777 shares for an estimated $140,150,861.
NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 25 sales selling 223,197 shares for an estimated $17,749,078.
CHEN GOLDBERG (EVP, Product & Engineering) has made 0 purchases and 13 sales selling 69,871 shares for an estimated $6,672,271.
JEFF BAKER (Principal Accounting Officer) has made 0 purchases and 5 sales selling 12,033 shares for an estimated $1,085,566.
KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 14 sales selling 8,706 shares for an estimated $756,564.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$CRWV Hedge Fund Activity

We have seen 478 institutional investors add shares of $CRWV stock to their portfolio, and 325 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
JANE STREET GROUP, LLC removed 6,125,817 shares (-49.8%) from their portfolio in Q4 2025, for an estimated $438,669,755
VALUE ALIGNED RESEARCH ADVISORS, LLC added 4,020,838 shares (+200.3%) to their portfolio in Q4 2025, for an estimated $287,932,209

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$CRWV 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.

$CRWV Analyst Ratings

Wall Street analysts have issued reports on $CRWV in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Freedom Capital Markets issued a "Buy" rating on 12/05/2025
Roth Capital 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

To track analyst ratings and price targets for $CRWV, check out Quiver Quantitative's $CRWV forecast page.

$CRWV 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 $120.0.

Here are some recent targets:

Amit Daryanani from Evercore ISI Group set a target price of $120.0 on 03/09/2026
Param Singh from Oppenheimer set a target price of $140.0 on 03/06/2026
An analyst from Bernstein set a target price of $56.0 on 03/05/2026
Tyler Radke from Citigroup set a target price of $126.0 on 03/04/2026
Kevin Dede from HC Wainwright & Co. set a target price of $180.0 on 03/02/2026
Thomas Blakey from Cantor Fitzgerald set a target price of $131.0 on 02/27/2026
Gregg Moskowitz from Mizuho set a target price of $95.0 on 02/27/2026

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.