CoreWeave, Inc. (NASDAQ: CRWV) reported an insider transaction in a Form 4 filing showing that Senior Vice President of Engineering Goldberg Chen sold 17,985 shares of Class A common stock on February 5, 2026.
The sale carried a weighted average price of $79.6937 per share, producing a total transaction value of approximately $1.43 million. Reported sale prices ranged between $79.29 and $79.82. Since that transaction the stock has traded higher, reaching $89.95, which is about a 13% increase from Chen’s weighted selling price.
Also recorded on February 5, Chen exercised options on 37,500 shares of Class A common stock. The filing includes the note that these restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
Following the disposition, Chen directly holds 42,859 shares of CoreWeave Class A common stock, according to the filing.
Company metrics and context
CoreWeave is currently valued at $38.9 billion and the company has reported robust top-line growth, with revenue increasing 235.4% over the trailing twelve months. As the company prepares to release its earnings on February 18, analysts remain focused on continued sales momentum, while some research flags operational concerns.
InvestingPro characterizes CRWV as appearing undervalued despite a 25.7% decline in the stock over the prior six months and calls attention to challenges such as cash burn.
Recent strategic developments and analyst reactions
CoreWeave has been the subject of notable corporate and market activity. NVIDIA committed a $2 billion equity investment aimed at accelerating the build-out of more than 5 gigawatts of capacity by 2030. That investment lifts NVIDIA’s ownership stake in CoreWeave to roughly 9% and is described as an extension of NVIDIA’s data center strategy.
Following the expanded relationship with NVIDIA, DA Davidson reaffirmed a Buy rating on CoreWeave and set a $110 price target. Deutsche Bank upgraded its rating from Hold to Buy and raised its target to $140, citing a strong medium-term outlook for the company’s AI infrastructure. In contrast, HSBC reduced its price target to $41 and maintained a Reduce rating, pointing to concerns about rising interest costs.
CoreWeave also initiated its first brand campaign, titled "Ready for Anything, Ready for AI," which ran during the Winter Olympics and is intended to position the company within the AI cloud services market.
Investor considerations ahead of earnings
Investors approaching the February 18 earnings release will weigh the mixed signals: substantial insider activity and option exercises, very strong recent revenue growth, a sizable strategic capital infusion from NVIDIA, and divergent analyst views on near- to medium-term prospects. Research notes highlight sales growth expectations but also call out cash burn as a material area of attention.
For subscribers, InvestingPro advertises additional ProTips and a Pro Research Report covering CRWV alongside over 1,400 other U.S. equities.