CoreWeave (NASDAQ:CRWV) Shares Up 5.8% – Here’s What Happened

by · The Cerbat Gem

CoreWeave Inc. (NASDAQ:CRWV – Get Free Report)’s stock price rose 5.8% during mid-day trading on Thursday . The company traded as high as $99.73 and last traded at $95.01. Approximately 39,747,432 shares changed hands during mid-day trading, an increase of 44% from the average daily volume of 27,593,547 shares. The stock had previously closed at $89.80.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

  • Positive Sentiment: Sector tailwinds and analyst momentum — strong AI demand (sparked by TSMC’s blowout quarter) is lifting GPU‑infrastructure names including CoreWeave, helping buyers chase reopening momentum. Benzinga: TSMC blowout
  • Positive Sentiment: Re‑rating stories on beaten‑down AI names — early‑2026 writeups highlight CoreWeave as a high‑growth AI/cloud play that has already delivered outsized moves, attracting momentum buyers and longer‑term bulls. Zacks: 3 beaten-down AI stocks
  • Positive Sentiment: Management defense & investor PR — CEO Michael Intrator’s public pushback on criticisms has helped calm some sellers and restore short‑term confidence among retail and quant buyers. Yahoo Finance: CEO pushes back
  • Neutral Sentiment: Industry positioning review — MarketBeat ranks CoreWeave among the top GPU‑as‑a‑service names but notes it’s relatively more dependent on third‑party data centers during its build‑out, a mixed operational signal until capacity is owned/secured. MarketBeat: 5 best GPU-as-a-Service
  • Neutral Sentiment: Partnerships/supporting demand — coverage noting Galaxy Digital and other hyperscaler links underscores structural demand for CoreWeave’s capacity, but revenue timing depends on data‑center delivery. MarketBeat: Galaxy Digital piece
  • Negative Sentiment: Major securities class actions — multiple firms (Hagens Berman and others) have filed or announced investigations alleging misleading statements about Denton (TX) data‑center timing/capacity; litigation risk is the primary driver of the recent selloff and higher volatility. BusinessWire: Hagens Berman
  • Negative Sentiment: Widespread law‑firm notices increase legal/distraction risk — multiple plaintiff firms are soliciting lead‑plaintiff roles, raising the chance of costly settlements or prolonged litigation. BusinessWire: Glancy notice
  • Negative Sentiment: Insider selling and balance‑sheet concerns — heavy insider dispositions and analyst notes flagging higher 2026 capex, debt and leverage add pressure on sentiment and heighten execution risk if demand or timing slips. InsiderTrades: insider sales Zacks: capex risk

Analyst Ratings Changes

CRWV has been the topic of several research analyst reports. Melius raised shares of CoreWeave from a “hold” rating to a “buy” rating and set a $165.00 target price on the stock in a research report on Tuesday, September 23rd. Evercore ISI decreased their price target on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a report on Tuesday, November 11th. Cantor Fitzgerald reissued an “overweight” rating and set a $174.00 price objective on shares of CoreWeave in a research note on Wednesday, November 5th. Morgan Stanley increased their target price on CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $110.00 price objective on shares of CoreWeave in a research note on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $123.81.

Get Our Latest Stock Report on CRWV

CoreWeave Stock Performance

The firm has a market cap of $39.19 billion and a price-to-earnings ratio of -69.95. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The company has a 50 day moving average of $79.72 and a 200 day moving average of $107.54.

CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.36) by $0.14. The business had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter in the prior year, the firm earned ($1.82) earnings per share. CoreWeave’s revenue for the quarter was up 133.7% compared to the same quarter last year.

Insider Activity

In related news, insider Brian M. Venturo sold 281,250 shares of the business’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $137.80, for a total value of $38,756,250.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, major shareholder Magnetar Financial Llc sold 804,514 shares of CoreWeave stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $138.48, for a total value of $111,409,098.72. Following the completion of the transaction, the insider owned 302,294 shares of the company’s stock, valued at approximately $41,861,673.12. The trade was a 72.69% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 7,884,486 shares of company stock worth $886,347,824 in the last ninety days.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of CRWV. Nvidia Corp lifted its holdings in CoreWeave by 0.4% in the second quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after acquiring an additional 95,113 shares during the last quarter. Proficio Capital Partners LLC grew its stake in CoreWeave by 446,194.0% during the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after buying an additional 17,847,760 shares during the last quarter. Vanguard Group Inc. increased its position in CoreWeave by 109.7% in the third quarter. Vanguard Group Inc. now owns 7,433,501 shares of the company’s stock worth $1,017,275,000 after buying an additional 3,888,164 shares during the period. Invesco Ltd. lifted its stake in CoreWeave by 55,329.7% in the third quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after buying an additional 2,993,889 shares during the last quarter. Finally, Clear Street Group Inc. acquired a new position in shares of CoreWeave during the third quarter valued at $405,199,000.

CoreWeave Company Profile

(Get Free Report)

CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.

CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.

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