CRWV Earnings
Thursday, May 07 2026
EPS Estimate
$-0.90
$-1.28 – $-0.65
Revenue Estimate
$2.0B
Current Price
$115.16
Our Position
bullish · highJane Street commits $6B, boosts CoreWeave stake
structured data
est. revisions rising
(+150.3pp / 30d)
The massive capital infusion from Jane Street validates CoreWeave's AI cloud leadership despite insider selling, underpinning its aggressive 2026 expansion and reinforcing investor confidence amid high growth and margin improvement.
Watch: Q1 2026 earnings will reveal if CoreWeave can convert major deals and capex into revenue growth and capacity expansion as planned.
Data Signal Summary
3 bullish
1 bearish
Estimates up +8%
Insider selling cluster
Put/call 0.6 (bullish skew)
Analysts: bullish
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
mixed
1-Month Return
+42.8%
From 52w High
-3.7%
Est. Revisions (30d)
+7.5% 0up/7dn
Analyst Target (mean)
$127 $38–$295 +10%
Options P/C Ratio
0.56 4C/1P unusual
Est. Dispersion
49% 12 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Soros, D.E. Shaw
Recent Activity
insider trades
144 transactions
Sell
·
VENTURO BRIAN M (Officer and Director)
·65,940 shares
·$4,785,363
Sell
·
MAGNETAR FINANCIAL, L.L.C. (Beneficial Owner of more than 10% of a Class of Security)
·1,404,667 shares
·$166,174,535
Sell
·
MAGNETAR FINANCIAL, L.L.C. (Beneficial Owner of more than 10% of a Class of Security)
·228,045 shares
·$26,978,121
Sell
·
MAGNETAR FINANCIAL, L.L.C. (Beneficial Owner of more than 10% of a Class of Security)
·2,604,094 shares
·$309,022,617
Sell
·
MAGNETAR FINANCIAL, L.L.C. (Beneficial Owner of more than 10% of a Class of Security)
·422,762 shares
·$50,168,306
139 more
Sell
·
JAIN SACHIN
·3,953 shr
·$474,360
Sell
·
VENTURO BRIAN M
·76,924 shr
·$9,074,329
Other
·
VENTURO BRIAN M
·76,924 shr
Sell
·
INTRATOR MICHAEL N
·62,399 shr
·$5,567,083
Sell
·
JAIN SACHIN
·3,953 shr
·$363,676
Sell
·
AGRAWAL NITIN
·14 shr
·$1,288
Sell
·
VENTURO BRIAN M
·61,747 shr
·$5,508,948
Sell
·
GOLDBERG CHEN
·9,757 shr
·$897,644
Other
·
BOONE KAREN
·1,460 shr
Sell
·
MCBEE BRANNIN
·166,665 shr
·$13,541,374
Other
·
MCBEE BRANNIN
·166,665 shr
Sell
·
VENTURO BRIAN M
·1,125,000 shr
·$90,963,626
Other
·
VENTURO BRIAN M
·1,125,000 shr
Sell
·
VENTURO BRIAN M
·1,401,924 shr
·$111,649,005
Other
·
VENTURO BRIAN M
·1,201,924 shr
Sell
·
INTRATOR MICHAEL N
·444,017 shr
·$34,974,978
Other
·
INTRATOR MICHAEL N
·244,017 shr
Sell
·
BAKER JEFFREY R
·16 shr
·$1,185
Other
·
BAKER JEFFREY R
·30 shr
Sell
·
INTRATOR MICHAEL N
·77,939 shr
·$5,771,383
Other
·
INTRATOR MICHAEL N
·140,338 shr
Sell
·
AGRAWAL NITIN
·16 shr
·$1,185
Other
·
AGRAWAL NITIN
·30 shr
Sell
·
MCVEETY KRISTEN J
·11 shr
·$815
Other
·
MCVEETY KRISTEN J
·30 shr
Sell
·
MCBEE BRANNIN
·56,031 shr
·$4,149,096
Other
·
MCBEE BRANNIN
·121,099 shr
Sell
·
VENTURO BRIAN M
·65,005 shr
·$4,813,620
Other
·
VENTURO BRIAN M
·126,752 shr
Sell
·
GOLDBERG CHEN
·16 shr
·$1,185
Other
·
GOLDBERG CHEN
·30 shr
Sell
·
MCBEE BRANNIN
·136,109 shr
·$9,411,810
Other
·
MCBEE BRANNIN
·127,085 shr
Sell
·
MCBEE BRANNIN
·22,915 shr
·$1,586,245
Other
·
MCBEE BRANNIN
·22,915 shr
Sell
·
INTRATOR MICHAEL N
·82,456 shr
·$7,202,031
Other
·
INTRATOR MICHAEL N
·50,000 shr
Sell
·
MCBEE BRANNIN
·140,242 shr
·$11,569,569
Sell
·
MCBEE BRANNIN
·22,915 shr
·$1,891,120
Exercise
·
MAGNETAR FINANCIAL, L.L.C.
·375,000 shr
·$15,000,000
Sell
·
VENTURO BRIAN M
·281,250 shr
·$23,525,422
Other
·
VENTURO BRIAN M
·281,250 shr
Sell
·
AGRAWAL NITIN
·38,456 shr
·$3,200,880
Sell
·
MCBEE BRANNIN
·131,639 shr
·$11,112,155
Sell
·
MCBEE BRANNIN
·22,915 shr
·$1,934,973
Other
·
WHITMAN MARGARET C.
·1,320 shr
Other
·
MCBEE BRANNIN
·33,315 shr
Sell
·
INTRATOR MICHAEL N
·82,455 shr
·$6,712,600
Sell
·
AGRAWAL NITIN
·63,157 shr
·$5,032,350
Other
·
AGRAWAL NITIN
·122,320 shr
Sell
·
BAKER JEFFREY R
·4,500 shr
·$334,980
Sell
·
MCBEE BRANNIN
·481,245 shr
·$34,942,189
Other
·
MCBEE BRANNIN
·481,245 shr
Sell
·
MCBEE BRANNIN
·18,750 shr
·$1,361,350
Other
·
MCBEE BRANNIN
·18,750 shr
Sell
·
VENTURO BRIAN M
·281,250 shr
·$22,312,308
Sell
·
AGRAWAL NITIN
·3,920 shr
·$286,935
Sell
·
MCVEETY KRISTEN J
·2,671 shr
·$261,555
Sell
·
INTRATOR MICHAEL N
·82,456 shr
·$8,241,087
Sell
·
BAKER JEFFREY R
·2,374 shr
·$215,642
Other
·
BAKER JEFFREY R
·4,345 shr
Sell
·
AGRAWAL NITIN
·5,383 shr
·$488,980
Other
·
AGRAWAL NITIN
·11,413 shr
Sell
·
MCVEETY KRISTEN J
·1,677 shr
·$152,326
Other
·
MCVEETY KRISTEN J
·4,348 shr
Sell
·
GOLDBERG CHEN
·18,950 shr
·$1,721,333
Other
·
GOLDBERG CHEN
·34,780 shr
Sell
·
VENTURO BRIAN M
·281,250 shr
·$26,596,915
Sell
·
MCBEE BRANNIN
·127,830 shr
·$11,725,584
Other
·
MCBEE BRANNIN
·102,830 shr
Sell
·
MCBEE BRANNIN
·5,500 shr
·$504,978
Other
·
MCBEE BRANNIN
·5,000 shr
Sell
·
MCBEE BRANNIN
·33,315 shr
·$3,055,910
Sell
·
INTRATOR MICHAEL N
·82,455 shr
·$7,720,444
Other
·
HUTCHINS GLENN H
·2,000 shr
Sell
·
MCBEE BRANNIN
·111,899 shr
·$10,726,485
Sell
·
MCBEE BRANNIN
·5,000 shr
·$479,069
Sell
·
MCBEE BRANNIN
·33,335 shr
·$3,198,377
Other
·
MCBEE BRANNIN
·33,335 shr
Sell
·
VENTURO BRIAN M
·281,250 shr
·$23,905,394
Sell
·
MCBEE BRANNIN
·121,606 shr
·$10,990,657
Other
·
MCBEE BRANNIN
·105,830 shr
Sell
·
MCBEE BRANNIN
·35,335 shr
·$3,195,445
Other
·
MCBEE BRANNIN
·35,335 shr
Sell
·
BAKER JEFFREY R
·5,143 shr
·$533,760
Other
·
BAKER JEFFREY R
·12,500 shr
Sell
·
INTRATOR MICHAEL N
·82,456 shr
·$8,747,246
Sell
·
MCBEE BRANNIN
·105,830 shr
·$10,736,793
Sell
·
MCBEE BRANNIN
·19,291 shr
·$1,955,781
Sell
·
MCBEE BRANNIN
·2,000 shr
·$202,983
Other
·
MCBEE BRANNIN
·2,000 shr
Sell
·
MCBEE BRANNIN
·33,335 shr
·$3,381,893
Sell
·
VENTURO BRIAN M
·281,250 shr
·$25,810,087
Other
·
MCBEE BRANNIN
·10,335 shr
Sell
·
MCBEE BRANNIN
·131,335 shr
·$12,515,479
Other
·
MCBEE BRANNIN
·130,835 shr
Sell
·
MCBEE BRANNIN
·35,335 shr
·$3,367,224
Sell
·
INTRATOR MICHAEL N
·82,455 shr
·$7,370,885
Sell
·
MCBEE BRANNIN
·105,835 shr
·$9,395,437
Other
·
MCBEE BRANNIN
·105,835 shr
Sell
·
MCBEE BRANNIN
·21,706 shr
·$1,916,842
Sell
·
MCBEE BRANNIN
·26,000 shr
·$2,308,081
Other
·
MCBEE BRANNIN
·26,000 shr
Sell
·
MCBEE BRANNIN
·8,835 shr
·$784,274
Other
·
MCBEE BRANNIN
·8,335 shr
Sell
·
VENTURO BRIAN M
·206,952 shr
·$16,061,725
Other
·
VENTURO BRIAN M
·154,479 shr
Other
·
BOONE KAREN
·1,740 shr
Sell
·
INTRATOR MICHAEL N
·61,386 shr
·$4,674,750
Sell
·
MCBEE BRANNIN
·112,949 shr
·$8,965,593
Sell
·
MCBEE BRANNIN
·27,000 shr
·$2,140,616
Other
·
MCBEE BRANNIN
·27,000 shr
Sell
·
MCBEE BRANNIN
·8,835 shr
·$700,454
Sell
·
INTRATOR MICHAEL N
·161,427 shr
·$11,662,514
Other
·
INTRATOR MICHAEL N
·190,357 shr
Other
·
VENTURO BRIAN M
·126,771 shr
Sell
·
MCBEE BRANNIN
·57,636 shr
·$4,182,723
Other
·
MCBEE BRANNIN
·121,119 shr
Sell
·
MCBEE BRANNIN
·116,620 shr
·$8,823,008
Other
·
MCBEE BRANNIN
·107,835 shr
Sell
·
MCBEE BRANNIN
·33,835 shr
·$2,558,796
Sell
·
VENTURO BRIAN M
·281,250 shr
·$22,319,643
Sell
·
MCBEE BRANNIN
·166,670 shr
·$14,216,732
Other
·
MCBEE BRANNIN
·166,170 shr
Sell
·
INTRATOR MICHAEL N
·82,455 shr
·$5,398,715
Sell
·
AGRAWAL NITIN
·36,317 shr
·$2,512,275
Exercise
·
MCVEETY KRISTEN J
·120,000 shr
·$108,000
Sell
·
MCBEE BRANNIN
·130,835 shr
·$9,626,311
Sell
·
MCBEE BRANNIN
·35,335 shr
·$2,599,925
Sell
·
JAIN SACHIN
·7,335 shr
·$770,183
Sell
·
INTRATOR MICHAEL N
·307,693 shr
·$35,981,911
Other
·
INTRATOR MICHAEL N
·107,693 shr
Sell
·
MCBEE BRANNIN
·100,000 shr
·$11,081,275
Other
·
MCBEE BRANNIN
·100,000 shr
Sell
·
MCBEE BRANNIN
·37,232 shr
·$4,132,000
Other
·
MCBEE BRANNIN
·27,085 shr
Sell
·
MCBEE BRANNIN
·22,915 shr
·$2,539,396
Sell
·
VENTURO BRIAN M
·1,125,000 shr
·$124,671,073
Sell
·
MAGNETAR FINANCIAL, L.L.C.
·203,356 shr
·$24,169,560
analyst ratings
7 ratings
Barclays
→Equal-Weight
1d ago
Wolfe Research
·init
→Outperform
6d ago
Cantor Fitzgerald
→Overweight
6d ago
Bernstein
→Underperform
8d ago
Mizuho
→Neutral
8d ago
2 more
DA Davidson
→Buy
Macquarie
→Outperform
Explore more
