CoreWeave Shows Signs of Recovery, Yet Insider Selling Poses Risks to Growth

Written by Emily J. Thompson, Senior Investment Analyst

Source: Marketbeat

Updated: 1d ago

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Source: Marketbeat

Core Weave Stock Performance: Core Weave's stock is rebounding in early 2026, driven by strong performance from competitor Applied Digital and increasing demand for cloud infrastructure and services, despite insider selling posing risks.
Insider Selling and Market Risks: Insiders own approximately 25% of Core Weave's stock and have been selling for months, raising concerns about the stock's price action as it remains significantly above its IPO price.
Institutional Activity and Analyst Sentiment: Institutional investors hold about 30% of the stock, and while their activity has ramped up, analysts have reduced their price targets, indicating potential overvaluation and capping future gains.
Future Outlook and Risks: Core Weave faces execution risks and negative cash flow, with expectations of no profits for at least two years, while upcoming earnings reports and construction delays may impact its market performance.

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.