New York, Feb 17, 2026, 13:29 EST — Regular session
- CRWV shares are lower in Tuesday trading as investors digest insider-sale disclosures and fresh lawsuit reminders.
- The AI cloud firm reports results next week, putting guidance and capacity delivery back in focus.
- Traders are also watching a March court deadline tied to a securities class action.
CoreWeave Inc shares were down 4.6% at $91.62 in early afternoon trading on Tuesday, after sliding as low as $89.10. About 11.1 million shares had changed hands.
The pullback comes with CoreWeave due to report quarterly results next week, when investors will look for an update on how fast the company can add capacity and how much it needs to spend to do it. (CoreWeave)
The broader AI trade was mixed. Nvidia was slightly higher, while Microsoft and Meta were lower in afternoon trading.
A regulatory filing showed CEO Michael Intrator sold 82,455 Class A shares on Feb. 11 at prices ranging from $88.74 to $97.46. The filing said the sales were made under a Rule 10b5-1 plan — a pre-arranged trading plan that can let insiders trade on a set schedule. (SEC)
Law firms on Tuesday circulated reminders about a securities fraud class action in New Jersey federal court, Masaitis v. CoreWeave, Inc. The complaint covers investors who bought shares between March 28, 2025 and Dec. 15, 2025 and alleges the company overstated its ability to meet demand and concealed data-center construction delays, according to the complaint and a press release. The press release said investors have until March 13 to seek appointment as lead plaintiff. (GlobeNewswire)
DA Davidson reaffirmed a Buy rating and a $110 price target, Insider Monkey reported this week, citing the company’s expanded relationship with Nvidia. Analyst Alex Platt said the Nvidia agreement provides the “necessary support to sustainably build their future infrastructure,” according to the report. (Insider Monkey)
Nvidia agreed in January to invest $2 billion in CoreWeave through a share purchase at $87.20 per share, a company filing showed. “This expanded collaboration underscores the strength of demand we are seeing across our customer base,” Intrator said at the time. (SEC)
CoreWeave went public in March 2025, giving public-market investors a direct way to bet on demand for AI computing capacity built around Nvidia chips. (Reuters)
But the stock has remained sensitive to execution risk — getting power, finishing data centers on time and funding the buildout without unpleasant surprises. CoreWeave’s shares have sold off sharply in the past on concerns about data-center delays and related guidance pressure. (Reuters)
Investors now turn to CoreWeave’s Feb. 26 results after the bell for updated guidance on capacity delivery, spending and customer demand. Traders also have the March 13 lead-plaintiff deadline in the securities case on the calendar. (CoreWeave)
