CoreWeave 股价波动引发关注。该公司凭借巨额订单和与 Meta、OpenAI 的合作，在 AI 领域迅速崛起，并参与美国能源部 Genesis Mission。尽管营收强劲增长，但高昂的融资成本和管理层套现引发市场对其财务健康和未来前景的担忧，分析师意见两极分化。
CoreWeave Stock (CRWV) Opinions on DOE Genesis Mission and AI Deals
Read original at News Source →Posted: 4 days, 14 hours ago / Dec. 24, 2025 2:06 p.m. UTCAI Partnership Buzz: Recent online chatter about CoreWeave has centered on its involvement in the Department of Energy's 'Genesis Mission' and major AI infrastructure deals. Many users are highlighting a significant stock surge following a positive analyst upgrade from a major financial institution.
The excitement is palpable as discussions focus on the company’s growing role in the AI ecosystem.Insider Selling Concerns: Despite the optimism, some conversations have raised eyebrows over recent insider selling, with large share offloads by key stakeholders sparking debate. There’s a split in opinions, with a few questioning the long-term confidence of management amidst rapid growth.
This tension keeps the dialogue dynamic and engaging.Note: This discussion summary was generated from an AI condensation of post data.CoreWeave Insider Trading ActivityCoreWeave insiders have traded $CRWV stock on the open market 1852 times in the past 6 months. Of those trades, 0 have been purchases and 1852 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 1228 sales selling 27,626,854 shares for an estimated $3,608,934,556.• BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 250 sales selling 4,724,583 shares for an estimated $487,605,082.
• JACK D COGEN has made 0 purchases and 14 sales selling 5,112,004 shares for an estimated $477,148,645.• BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 132 sales selling 2,729,493 shares for an estimated $288,739,176.• MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 157 sales selling 882,453 shares for an estimated $95,803,536.
• KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 28 sales selling 413,435 shares for an estimated $42,284,670.• NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 28 sales selling 223,439 shares for an estimated $21,433,219.• CHEN GOLDBERG (SVP of Engineering) has made 0 purchases and 15 sales selling 89,214 shares for an estimated $8,761,311.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.CoreWeave RevenueCoreWeave 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 TradingMembers 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 ActivityWe have seen 465 institutional investors add shares of CoreWeave stock to their portfolio, and 119 decrease their positions in their most recent quarter.Here are some of the largest recent moves:• INFINITUM ASSET MANAGEMENT, LLC removed 18,540,000 shares (-100.
0%) from their portfolio in Q2 2025, for an estimated $3,023,132,400• PROFICIO CAPITAL PARTNERS LLC added 17,847,760 shares (+446194.0%) to their portfolio in Q3 2025, for an estimated $2,442,465,956• MAGNETAR FINANCIAL LLC removed 13,834,923 shares (-14.4%) from their portfolio in Q3 2025, for an estimated $1,893,309,212• COATUE MANAGEMENT LLC removed 11,072,958 shares (-62.
2%) from their portfolio in Q3 2025, for an estimated $1,515,334,302• JANE STREET GROUP, LLC added 7,253,308 shares (+143.8%) to their portfolio in Q3 2025, for an estimated $992,615,199• INVESTMENT MANAGEMENT CORP OF ONTARIO removed 7,000,000 shares (-80.6%) from their portfolio in Q3 2025, for an estimated $957,950,000• PEAK6 LLC removed 6,629,141 shares (-76.
3%) from their portfolio in Q3 2025, for an estimated $907,197,945To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.CoreWeave Analyst RatingsWall Street analysts have issued reports on $CRWV in the last several months. We have seen 14 firms issue buy ratings on the stock, and 2 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• 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• DA Davidson issued a "Underperform" rating on 11/11/2025To track analyst ratings and price targets for CoreWeave, check out Quiver Quantitative's $CRWV forecast page.
CoreWeave Price TargetsMultiple analysts have issued price targets for $CRWV recently. We have seen 28 analysts offer price targets for $CRWV in the last 6 months, with a median target of $125.0.Here are some recent targets:• Tyler Radke from Citigroup set a target price of $135.0 on 12/19/2025• Paul Meeks from Freedom Capital Markets set a target price of $100.
0 on 12/05/2025• Rohit Kulkarni from Roth Capital set a target price of $110.0 on 12/05/2025• Kash Rangan from Goldman Sachs set a target price of $105.0 on 11/17/2025• Michael Donovan from Compass Point set a target price of $150.0 on 11/13/2025• Michael Turrin from Wells Fargo set a target price of $150.
0 on 11/12/2025• Ananda Baruah from Loop Capital set a target price of $120.0 on 11/12/2025This 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.
