CoreWeave, Inc. (NASDAQ:CRWV) Chief Financial Officer Nitin Agrawal completed a sale of 63,157 shares of Class A common stock on March 11, 2026, at $79.68 per share, producing gross proceeds of $5,032,349.
That same day Agrawal also exercised restricted stock units, resulting in the acquisition of 122,320 Class A shares. The simultaneous sale and exercise reflect two distinct transaction types executed on March 11, 2026.
Market activity around CoreWeave has been notable: the shares are trading at $81.11, representing an 11% rise over the prior week. The company’s longer-term price moves are more variable - the stock has returned 103% over the past year but is down 28% over the past six months.
Third-party analysis from InvestingPro cited in company commentary indicates CoreWeave is trading below its Fair Value at current levels. InvestingPro also flags CRWV for generally high price volatility, listing that characteristic as one of 18 key InvestingPro Tips for the ticker.
Financial and strategic context
CoreWeave reported substantial revenue growth in fiscal 2025, with full-year revenue of $5.13 billion compared with $1.92 billion in fiscal 2024, a year-over-year increase of 168%. Fourth quarter 2025 revenue rose to $1.57 billion, a sequential gain of 15.2% from the third quarter.
On the ratings and partnership fronts, H.C. Wainwright reiterated a Buy rating for CoreWeave, citing backlog growth, deployment speed and new revenue streams as positive contributors to its outlook. Separately, CoreWeave disclosed a multi-year agreement with Perplexity to support AI inference workloads on CoreWeave’s cloud platform using NVIDIA-powered clusters.
Analyst coverage shows divergent views. Oppenheimer initiated coverage with an Outperform rating and a $140 price target, highlighting the company’s specialized GPU infrastructure for AI applications. By contrast, Bernstein began coverage with an Underperform rating and a $56 price target, expressing concerns about future market dynamics despite current demand for computing capacity. These items underline differing perspectives among market participants regarding CoreWeave’s prospects.
Summary
On March 11, 2026, CoreWeave CFO Nitin Agrawal sold 63,157 Class A shares at $79.68 each for $5,032,349 and exercised restricted stock units to acquire 122,320 shares. The stock shows strong one-year gains but mixed medium-term performance, and analysts remain split in their outlooks amid recent robust revenue growth and new commercial partnerships.