TLDR
- CFO Nitin Agrawal sold 65,055 Class A shares worth $5.5M on July 13, under a pre-planned 10b5-1 trading plan
- CRWV stock opened at $77.12 Thursday, down 46% over the past year and 14% in the past week alone
- Insiders have sold a combined $2.6 billion worth of stock over the last 90 days
- 35 analysts give CRWV a “Moderate Buy” consensus, with an average 12-month price target of $139.69
- Revenue grew 111.6% year-over-year to $2.08B last quarter, but EPS missed estimates at -$1.40 vs -$1.17 expected
CoreWeave (CRWV) stock opened at $77.12 on Thursday, well below its 52-week high of $153.20, as CFO Nitin Agrawal’s $5.5 million stock sale added to a growing list of insider transactions drawing investor attention.
CoreWeave, Inc. Class A Common Stock, CRWV
Agrawal sold 65,055 Class A shares on July 13, at prices ranging from $83.26 to $88.25 per share. The sales were executed under a Rule 10b5-1 plan he adopted in August 2025 and modified in November 2025.
Following the sales, Agrawal directly holds 128,716 Class A shares. He also holds shares indirectly — 34,905 through his spouse, 81,000 through the Yellowstone 2025 GRAT, and 57,952 through the Yosemite 2025 GRAT.
The CFO’s sale is just one piece of a much larger picture. Insiders have sold a combined 22.5 million shares worth over $2.63 billion in the past 90 days. That includes major shareholder Magnetar Financial, which sold roughly 1.28 million shares in May at an average of $119.91, cutting its stake by nearly 83%.
Director Jack Cogen also sold 986,540 shares in late May at an average price of $107.80, a transaction worth just over $106 million.
Analyst Picture Remains Cautiously Positive
Despite the selling pressure, Wall Street hasn’t abandoned the stock. Of 35 brokerages covering CRWV, 21 have buy ratings, 12 hold, and just 2 recommend selling. The average 12-month price target sits at $139.69 — nearly double where the stock trades today.
Evercore and Rosenblatt both maintain bullish views. Evercore has an Outperform rating with a $150 price target. Rosenblatt goes further, holding a Buy rating with a $250 target. Wolfe Research also reiterated Outperform at $150, citing increased capital expenditure estimates for fiscal 2026.
On the bearish end, Sanford C. Bernstein holds an Underperform rating. DA Davidson cut its target from $175 to $100 while keeping a Neutral rating.
Revenue Growth Strong, But Losses Widen
CoreWeave’s most recent quarterly results showed revenue of $2.08 billion, up 111.6% year-over-year. That’s a strong top-line number. But the company posted a loss of $1.40 per share, missing analyst estimates of -$1.17.
Analysts expect CoreWeave to remain unprofitable for the full year, projecting EPS of -$4.57. The company carries a debt-to-equity ratio of 3.68, and its current ratio of 0.31 points to tight near-term liquidity.
On the institutional side, some large funds have been adding exposure. Vanguard lifted its holdings by 275.6% in Q4, now owning nearly 28 million shares. Deutsche Bank grew its position by over 22,000% in the same period.
Investor concerns remain centered around competition — particularly reports that Meta Platforms is building a cloud business to sell AI compute — along with high debt, customer concentration, and volatile chip costs.
CRWV’s 50-day moving average sits at $102.32, while its 200-day moving average is $95.37. The stock’s 1-year low is $63.80.
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