TLDR
- CoreWeave faces multiple securities fraud class action lawsuits alleging the company misled investors about AI infrastructure capacity and data center construction timelines
- NVIDIA invested $2 billion in CoreWeave equity in January 2026 at $87.20 per share to accelerate infrastructure buildout and expand their partnership
- CEO Michael Intrator sold $7.7 million worth of shares on February 11, 2026, through a pre-arranged trading plan, raising investor concerns about timing
- The stock trades at $96.04 with a 21.1% year-to-date gain but declined 5.1% over the past month during increased volatility
- CoreWeave reports Q4 and full-year 2025 earnings on February 26, 2026, where investors will scrutinize data center capacity, spending levels, and billable computing hours
CoreWeave stock closed at $96.04 on Friday following a turbulent week that combined legal challenges with major partnership news. The AI infrastructure company now navigates multiple securities fraud class action lawsuits while simultaneously announcing a $2 billion equity investment from NVIDIA.
CoreWeave, Inc. Class A Common Stock, CRWV
The lawsuits center on allegations that CoreWeave misled investors about its ability to meet customer demand and construction timelines for data centers. Several shareholder-law firms filed the class action in U.S. District Court in New Jersey. The plaintiffs claim company executives overstated capacity while downplaying risks tied to reliance on third-party data center providers.
The legal action points to previous stock drops following an abandoned merger and subsequent downward revisions of financial guidance. The deadline for investors to apply for lead-plaintiff status is March 13.
NVIDIA’s $2 billion investment came in January 2026 at $87.20 per share. The deal aims to accelerate CoreWeave’s infrastructure buildout and expand the partnership between the two companies. CEO Michael Intrator praised NVIDIA as “the leading and most requested computing platform at every phase of AI.”
The partnership targets development of over 5 gigawatts of capacity by 2030. DA Davidson maintained a Buy rating with a $110 price target following the NVIDIA investment announcement.
CEO Stock Sales Raise Questions
CEO Michael Intrator sold 43,280 shares of Class A Common Stock on February 11 for $7.7 million. The sales executed at prices between $89.29 and $97.10 per share. The transactions occurred under a Rule 10b5-1 trading plan adopted on May 23, 2025.
Intrator also converted 50,000 shares of Class B Common Stock into Class A Common Stock through Omnadora Capital LLC on the same day. After the sales, he directly owns 5.76 million shares of Class A Common Stock.
The timing raised eyebrows among investors. The sales happened just before a holiday weekend and ahead of the company’s earnings release. CoreWeave stock swung between $91.11 and $100.67 during Friday’s session before closing with a modest 0.3% gain.
Analyst Views Diverge
Citizens reiterated its Market Outperform rating with a $180 price target, citing a revenue backlog exceeding $56 billion. The firm highlighted CoreWeave’s strong positioning in AI cloud infrastructure.
However, HSBC lowered its price target to $41 while maintaining a Reduce rating. The firm expressed concerns about rising interest costs following a 250 basis point widening in CoreWeave’s credit default spreads.
Simply Wall St flagged the shares as trading 212% above estimated fair value. The consensus analyst target sits at $126.37, roughly 24% above the current price. Price targets range from $41 to $251.
Earnings on the Horizon
CoreWeave reports fourth-quarter and full-year 2025 earnings on February 26 after market close. Investors will focus on data center capacity expansion, capital expenditure levels, and billable computing hours.
The company positions itself as a key provider of cloud computing infrastructure for AI applications. Its services center on high-performance GPUs for training and inference of advanced AI models.
CRWV stock shows a 21.1% year-to-date return but declined 5.1% over the past month. The stock fell 0.8% over the past week. The company holds a market capitalization of approximately $50 billion and delivered a 140% return over the past year.
The balance between legal risk and execution on growth initiatives will shape market sentiment. How quickly CoreWeave deploys the NVIDIA funding and any updates on data center milestones could influence the stock’s direction.
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