Transaction details
CoreWeave, Inc. reported that its Principal Accounting Officer, Jeff Baker, disposed of 5,143 shares of Class A Common Stock on January 29, 2026, for approximately $533,759. The sale occurred at a weighted average price that ranged from $103.40 to $103.79 per share. At the time of publication the company’s stock was trading at $93.19.
In the same filing with the Securities and Exchange Commission, Baker also exercised options to acquire 12,500 shares of Class A Common Stock. Those shares were related to the vesting and settlement of restricted stock units.
Market context and valuation
CoreWeave’s stock has delivered a strong one-year return of 133%, despite some recent softness in its share price. InvestingPro’s financial assessment places CoreWeave at an approximate valuation of $51.9 billion and assigns the company a "FAIR" rating for financial health.
InvestingPro notes that there are 14 additional investment tips available for CoreWeave through its Pro Research Report, which include observations regarding cash flow and valuation. Investors are also alerted that CoreWeave will release earnings on February 18.
Strategic partnership and capital infusion
CoreWeave has expanded its partnership with NVIDIA, which included a $2 billion equity investment from the chipmaker. The companies say the capital and collaboration will support CoreWeave’s buildout aimed at exceeding 5 gigawatts of AI factories by 2030.
Analyst reactions and price targets
Following the NVIDIA investment and subsequent developments, several brokerages have weighed in with divergent views. Deutsche Bank upgraded CoreWeave to a Buy rating with a $140 price target, citing a favorable medium-term outlook and expectations for the company’s first full-year guidance as a public company. DA Davidson reiterated a Buy rating and assigned a $110 target, pointing to the importance of the NVIDIA partnership. Jefferies also kept a Buy rating with a $120 target, noting the partnership’s role in lowering execution risk and aiding scale-up.
Not all analysts were uniformly bullish. HSBC reduced its price target to $41 and maintained a Reduce rating, citing concerns about rising interest costs. Stifel remained positive, emphasizing that NVIDIA’s investment effectively ties CoreWeave into NVIDIA’s data center strategy.
What investors should watch
Key near-term developments for investors include the company’s February 18 earnings report and any additional disclosures tied to the NVIDIA partnership and capital deployment plans. The mix of analyst price targets and the recent insider sale and option exercise add context for monitoring corporate governance signals and capital needs.