CoreWeave Shares (CRWV) Drop 10% Following Insider Sell-Off
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
0mins
Should l Buy CRWV?
Source: TipRanks
Insider Selling Impact: CoreWeave's stock (CRWV) has dropped 10% following significant insider selling, including CEO Michael Intrator's sale of over $7.8 million in shares and Corporate Secretary Kristen McVeety's complete exit valued at nearly $30 million.
Market Performance and Analyst Outlook: Despite the recent decline, CRWV stock remains up 131% since its IPO in March, with a consensus Moderate Buy rating from analysts, suggesting a potential upside of 33.68% from current levels.
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Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise
25 Analyst Rating
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 117.430
Low
68.00
Averages
123.23
High
180.00
Current: 117.430
Low
68.00
Averages
123.23
High
180.00
About CRWV
CoreWeave, Inc. is a cloud infrastructure technology company. The Company offers the CoreWeave Cloud Platform, which consists of software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure. Its CoreWeave Cloud Platform is an integrated solution that is purpose-built for running AI workloads such as model training and inference. Its solutions include infrastructure services, managed software services, and application software services. Its Infrastructure Services provide its customers with access to advanced graphics processing unit (GPU) and central processing unit (CPU) compute, highly performant networking, and storage. Its Managed Software Services include CKS, a flexible virtual private cloud and a bare metal service that runs kubernetes directly on high-performance servers. Its Application Software Services build on top of its infrastructure and managed software services, integrating additional tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
The Future of Cloud Computing and AI
- Cloud Market Outlook: As AI becomes widely adopted, cloud providers like Amazon, Microsoft, and Google Cloud are set to benefit from usage-based workloads, driving long-term growth, particularly with Google Cloud achieving 48% revenue growth in Q4, underscoring its market leadership.
- Competitive Landscape: While AWS's market share is nearly equal to that of Google Cloud and Azure combined, its 24% revenue growth rate remains the lowest among the trio, reflecting both challenges and opportunities in its rapid growth trajectory.
- Emerging Cloud Companies: AI-focused firms like Nebius and CoreWeave are rapidly gaining traction, with Nebius projected to achieve a staggering 524% revenue growth by 2026, highlighting the massive demand for AI computing power, although they have yet to achieve sustainable profitability.
- Investment Opportunity Assessment: With the continuous evolution of AI technology, the high market exposure of cloud giants positions their stocks for potential outperformance, while if Nebius and CoreWeave become profitable, their return potential could significantly surpass that of traditional cloud providers.
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Core Scientific to Offer $3.3 Billion in Debt for AI Transition
- Debt Financing Plan: Core Scientific announced plans to offer $3.3 billion in speculative-grade debt to support its significant pivot towards AI infrastructure, which is expected to optimize its capital structure and enhance financial flexibility.
- Data Center Development: The company has signed a 12-year agreement with cloud computing firm CoreWeave, projected to generate approximately $10 billion in revenue from the six data center facilities it is constructing, further solidifying its position in the high-density data center market.
- Bitcoin Holdings: Despite the transition, Bitcoin mining remains its primary revenue source, generating $41.1 million in the fourth quarter, demonstrating its strong profitability in the digital infrastructure sector.
- Market Reaction: Core Scientific's shares rose 4.5% following the announcement to $20.77, with a year-to-date increase of 42%, reflecting positive market expectations regarding its strategic pivot.
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- Market Growth Potential: Nebius reported an astonishing annualized growth rate of 501% in its latest quarter, with projections of 523% growth in 2025 and 206% in 2026, indicating revenue could soar from $530 million to $10.1 billion, reflecting strong demand and future growth potential in AI infrastructure.
- Business Model Differences: Nebius offers a full-stack computing solution that meets clients' needs for training and running AI models, while CoreWeave focuses on providing versatile GPU computing power; although both have their strengths, Nebius appears more comprehensive in addressing market demands.
- Valuation Comparison: Despite Nebius's higher valuation, its massive growth potential is evident, while CoreWeave attracts investors with a lower valuation, expecting revenue to reach $23.5 billion by 2026, showcasing its competitiveness in the market.
- Investment Dilemma: While Nebius has the edge in growth speed, CoreWeave's scale and stability are also noteworthy, leading investors to choose based on personal preference, with both companies likely to deliver strong growth in the coming years.
See More
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- Massive Investment: Meta Platforms has signed a $21 billion deal with CoreWeave and up to $27 billion with Nebius, indicating a substantial commitment to AI infrastructure aimed at ensuring ongoing growth in AI training and inference capabilities.
- Long-Term Contract Benefits: Both Nebius and CoreWeave are securing long-term contracts with major AI companies like Meta, guaranteeing payment regardless of usage, which allows them to obtain capital at relatively low interest rates, enhancing their financial stability.
- Significant Revenue Growth: CoreWeave's sales surged 168% last year to $5.1 billion, while Nebius grew 479% to $530 million, demonstrating strong execution capabilities amid skyrocketing demand for AI cloud capacity.
- Profitability Challenges: Despite rapid growth, both companies are currently loss-making, with Nebius losing $447 million last year and CoreWeave $1.2 billion, prompting investors to closely monitor the sustainability of their capital expenditure returns.
See More
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- Company Update: Core Weave, Inc. has received a target price increase from Barclays.
- New Target Price: The new target price is set at $106, up from the previous $90.
See More
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- Industry Leadership: Fluor boasts over 100 years of experience in data center construction and was named the top construction company by Data Centre Magazine in 2025, highlighting its leadership in global data center megaprojects.
- Major Project Collaboration: Fluor signed an agreement with TeraWulf to build a 480-megawatt data center, with project estimates ranging from $3 billion to $4 billion, further solidifying its role in AI infrastructure development.
- Revenue Growth Potential: The data center business is part of Fluor's urban solutions segment, which accounted for over 59% of the company's revenue in 2025, indicating significant growth opportunities recognized by management.
- Market Investment Trends: Research indicates that global spending on data centers reached $1 trillion last year, projected to rise to $4 trillion by 2030, positioning Fluor to benefit as a key player in infrastructure development.
See More
The Future of Cloud Computing and AI
- Cloud Market Outlook: As AI becomes widely adopted, cloud providers like Amazon, Microsoft, and Google Cloud are set to benefit from usage-based workloads, driving long-term growth, particularly with Google Cloud achieving 48% revenue growth in Q4, underscoring its market leadership.
- Competitive Landscape: While AWS's market share is nearly equal to that of Google Cloud and Azure combined, its 24% revenue growth rate remains the lowest among the trio, reflecting both challenges and opportunities in its rapid growth trajectory.
- Emerging Cloud Companies: AI-focused firms like Nebius and CoreWeave are rapidly gaining traction, with Nebius projected to achieve a staggering 524% revenue growth by 2026, highlighting the massive demand for AI computing power, although they have yet to achieve sustainable profitability.
- Investment Opportunity Assessment: With the continuous evolution of AI technology, the high market exposure of cloud giants positions their stocks for potential outperformance, while if Nebius and CoreWeave become profitable, their return potential could significantly surpass that of traditional cloud providers.
See More
Core Scientific to Offer $3.3 Billion in Debt for AI Transition
- Debt Financing Plan: Core Scientific announced plans to offer $3.3 billion in speculative-grade debt to support its significant pivot towards AI infrastructure, which is expected to optimize its capital structure and enhance financial flexibility.
- Data Center Development: The company has signed a 12-year agreement with cloud computing firm CoreWeave, projected to generate approximately $10 billion in revenue from the six data center facilities it is constructing, further solidifying its position in the high-density data center market.
- Bitcoin Holdings: Despite the transition, Bitcoin mining remains its primary revenue source, generating $41.1 million in the fourth quarter, demonstrating its strong profitability in the digital infrastructure sector.
- Market Reaction: Core Scientific's shares rose 4.5% following the announcement to $20.77, with a year-to-date increase of 42%, reflecting positive market expectations regarding its strategic pivot.
See More
Investment Analysis of Nebius and CoreWeave
- Market Growth Potential: Nebius reported an astonishing annualized growth rate of 501% in its latest quarter, with projections of 523% growth in 2025 and 206% in 2026, indicating revenue could soar from $530 million to $10.1 billion, reflecting strong demand and future growth potential in AI infrastructure.
- Business Model Differences: Nebius offers a full-stack computing solution that meets clients' needs for training and running AI models, while CoreWeave focuses on providing versatile GPU computing power; although both have their strengths, Nebius appears more comprehensive in addressing market demands.
- Valuation Comparison: Despite Nebius's higher valuation, its massive growth potential is evident, while CoreWeave attracts investors with a lower valuation, expecting revenue to reach $23.5 billion by 2026, showcasing its competitiveness in the market.
- Investment Dilemma: While Nebius has the edge in growth speed, CoreWeave's scale and stability are also noteworthy, leading investors to choose based on personal preference, with both companies likely to deliver strong growth in the coming years.
See More
Meta Signs Huge Deals with Neocloud Providers for AI Infrastructure
- Massive Investment: Meta Platforms has signed a $21 billion deal with CoreWeave and up to $27 billion with Nebius, indicating a substantial commitment to AI infrastructure aimed at ensuring ongoing growth in AI training and inference capabilities.
- Long-Term Contract Benefits: Both Nebius and CoreWeave are securing long-term contracts with major AI companies like Meta, guaranteeing payment regardless of usage, which allows them to obtain capital at relatively low interest rates, enhancing their financial stability.
- Significant Revenue Growth: CoreWeave's sales surged 168% last year to $5.1 billion, while Nebius grew 479% to $530 million, demonstrating strong execution capabilities amid skyrocketing demand for AI cloud capacity.
- Profitability Challenges: Despite rapid growth, both companies are currently loss-making, with Nebius losing $447 million last year and CoreWeave $1.2 billion, prompting investors to closely monitor the sustainability of their capital expenditure returns.
See More
COREWEAVE, INC: BARCLAYS INCREASES TARGET PRICE FROM $90 TO $106
- Company Update: Core Weave, Inc. has received a target price increase from Barclays.
- New Target Price: The new target price is set at $106, up from the previous $90.
See More
Fluor's Opportunities in Data Center Construction
- Industry Leadership: Fluor boasts over 100 years of experience in data center construction and was named the top construction company by Data Centre Magazine in 2025, highlighting its leadership in global data center megaprojects.
- Major Project Collaboration: Fluor signed an agreement with TeraWulf to build a 480-megawatt data center, with project estimates ranging from $3 billion to $4 billion, further solidifying its role in AI infrastructure development.
- Revenue Growth Potential: The data center business is part of Fluor's urban solutions segment, which accounted for over 59% of the company's revenue in 2025, indicating significant growth opportunities recognized by management.
- Market Investment Trends: Research indicates that global spending on data centers reached $1 trillion last year, projected to rise to $4 trillion by 2030, positioning Fluor to benefit as a key player in infrastructure development.
See More
