CoreWeave (NASDAQ:CRWV) Trading Up 22.6% – Time to Buy?

19 Dec 2025, 17:17 by Doug Wharley · The Cerbat Gem

Shares of CoreWeave Inc. (NASDAQ:CRWV – Get Free Report) rose 22.6% during trading on Friday . The stock traded as high as $84.29 and last traded at $83.00. Approximately 68,908,360 shares were traded during mid-day trading, an increase of 176% from the average daily volume of 24,939,756 shares. The stock had previously closed at $67.68.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: Participation in the DOE “Genesis” mission gives CoreWeave credibility, potential long-term contract work and publicity that supports demand for its AI cloud services. CoreWeave Joins DOE Genesis Mission
Positive Sentiment: Citi has reaffirmed a Buy stance (resuming coverage) and published a $135 price target, which fuels institutional buying and supports a higher near‑term valuation. Citi Buy Rating
Positive Sentiment: Multiple bullish analyst notes and upgrade pieces emphasize accelerating AI demand, huge backlog (~$55.6B) and very strong Q3 revenue growth, creating a narrative of durable top-line momentum. Analyst Upgrades / Strong Buy Thesis
Neutral Sentiment: Trading volume and investor FOMO are elevated, driving outsized intraday moves; that amplifies price action but increases short‑term volatility risk. Video Coverage of Rally
Negative Sentiment: Insider selling: the CFO recently sold a meaningful stake (36,317 shares), which investors often view as a negative signal despite possible benign explanations. CFO Form 4 Filing
Negative Sentiment: Balance‑sheet and execution risks remain: heavy CapEx, elevated leverage and recent analyst warnings about a ~50% pullback from highs increase downside risk if supply‑chain or funding conditions deteriorate. Zacks: Recent Pullback and Risks
Negative Sentiment: Critical takes highlighting leverage and execution risk (possible guidance cuts or data‑center delays) mean the rally could be short‑lived if fundamentals miss expectations. Fool: Growth vs. Leverage Concerns

Analyst Ratings Changes

CRWV has been the subject of several recent analyst reports. HC Wainwright reiterated a “buy” rating and set a $180.00 price objective on shares of CoreWeave in a research note on Wednesday, November 12th. Citizens Jmp raised CoreWeave from a “market perform” rating to an “outperform” rating and set a $180.00 price target on the stock in a research report on Tuesday, September 16th. Seaport Res Ptn raised CoreWeave to a “hold” rating in a research report on Monday, September 15th. Stifel Nicolaus set a $120.00 price target on CoreWeave in a research note on Tuesday, November 11th. Finally, Macquarie lowered their price target on CoreWeave from $140.00 to $115.00 and set a “neutral” rating for the company in a report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, CoreWeave currently has an average rating of “Hold” and an average target price of $127.70.

Check Out Our Latest Analysis on CoreWeave

CoreWeave Stock Performance

The stock’s 50 day simple moving average is $99.68 and its two-hundred day simple moving average is $118.69. 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 market cap of $32.07 billion and a PE ratio of -57.24.

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, beating analysts’ consensus estimates of ($0.36) by $0.14. The firm 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 business earned ($1.82) EPS. The company’s revenue for the quarter was up 133.7% on a year-over-year basis.

Insider Activity

In other news, CFO Nitin Agrawal sold 36,317 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $69.18, for a total transaction of $2,512,410.06. Following the completion of the transaction, the chief financial officer owned 167,075 shares in the company, valued at approximately $11,558,248.50. This trade represents a 17.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Brian M. Venturo sold 281,250 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $87.75, for a total value of $24,679,687.50. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 21,356,028 shares of company stock worth $2,861,675,037 over the last ninety days.

Hedge Funds Weigh In On CoreWeave

A number of large investors have recently made changes to their positions in CRWV. Gamco Investors INC. ET AL acquired a new position in shares of CoreWeave during the 1st quarter valued at about $318,000. Goldman Sachs Group Inc. bought a new stake in shares of CoreWeave in the 1st quarter valued at approximately $963,000. Howard Financial Services LTD. bought a new stake in shares of CoreWeave in the 2nd quarter worth about $489,000. McAlister Sweet & Associates Inc. bought a new position in CoreWeave in the 2nd quarter valued at $277,000. Finally, Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of CoreWeave in the second quarter worth about $117,000.

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.