What’s Going On With CoreWeave Stock On Tuesday?

by | Feb 17, 2026 | General

CoreWeave Inc (NASDAQ:CRWV) shares are trading lower Tuesday. The stock drop comes following disclosure of share sales by CEO and President Michael Intrator.

According to a Securities and Exchange Commission filing, Intrator sold a total of 32,455 shares of Class A common stock worth $7.72 million directly owned by him in multiple transactions on Feb. 11.

The cloud infrastructure provider is seeing its stock pressured as the Nasdaq Composite sheds 0.09% in tandem with broader market volatility.

Strategic Infrastructure Shifts

Context for CoreWeave’s volatility includes its pivotal role in AI infrastructure. Partner Core Scientific Inc (NASDAQ:CORZ) recently signaled a “full pivot from Bitcoin (CRYPTO: BTC) mining to high-performance computing (HPC) leasing for partners like CoreWeave” according to a Keefe, Bruyette & Woods report.

Nvidia Ties

Sentiment remains largely optimistic following a January upgrade from Deutsche Bank, which moved the stock from Hold to Buy with a $140 price target.

Analyst Brad Zelnick stated the upgrade reflects “growing confidence in CoreWeave’s long‑term trajectory,” particularly after NVIDIA Corp (NASDAQ:NVDA) revealed an expanded $2 billion investment. Zelnick noted that CoreWeave’s asset quality makes the stock “more compelling at today’s valuation” ahead of its fiscal updates.

CoreWeave’s Upcoming Earnings

CoreWeave is set to report earnings on Feb. 26. With just nine days to go, the market is keenly awaiting these results to gauge the company’s fiscal health and future prospects.

  • EPS Estimate: Loss of 65 cents (Down from 75 cents YoY)
  • Revenue Estimate: $1.53 billion (Up from $1.45 billion YoY)

Analyst Consensus & Recent Actions

The stock carries a Buy Rating with an average price target of $125.70. Recent analyst moves include:

  • Macquarie: Neutral (Maintains Target to $115.00) (Jan. 27)
  • Mizuho: Neutral (Raises Target to $100.00) (Jan. 27)
  • Deutsche Bank: Upgraded to Buy (Raises Target to $140.00) (Jan. 27)

CRWV Price Action: CoreWeave shares were down 5.83% at $90.44 at the time of publication on Tuesday, according to Benzinga Pro data.

Photo: T. Schneider / Shutterstock