InsidersTradesSigma
Track the CoreWeave, Inc. share price and the full management transaction log of the company, a listed issuer based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Technology sector, CoreWeave, Inc. has logged 1,585 reports. Market capitalisation: €49.5bn. The latest transaction was filed on 21 August 2026 (Levée d'options). Among the most active insiders: McBee Brannin. All data is free.
1,585
Insider Decl.
n/a
Thresholds
€480,453
1 ops.
Buy Volume
€2bn
1205 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate CoreWeave, Inc. Buy (bullish), based on 35 analysts. Average price target: US$143.26.
22Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 26,065 of 28,717 companies
21.1
score / 100
Value16
Quality26
FCF yld-15%
Earn yld-2.4%
EV/EBITDA32.1x
ROE-44%
Gross mgn72%
Net mgn-23%
Debt/EBITDA12.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 21 August 2026
Declarations1,585 total
11,413 sharesClass A Common StockSEC:0001769628-26-000392:0
8,038 sharesClass A Common StockSEC:0001769628-26-000392:1
10,062 shares@ US$91.88Class A Common StockSEC:0001769628-26-000392:2
1,086 sharesClass A Common StockSEC:0001769628-26-000394:0
1,340 sharesClass A Common StockSEC:0001769628-26-000394:1
1,256 shares@ US$91.88Class A Common StockSEC:0001769628-26-000394:2
8,695 sharesClass A Common StockSEC:0001769628-26-000396:0
8,038 sharesClass A Common StockSEC:0001769628-26-000396:1
8,628 shares@ US$91.88Class A Common StockSEC:0001769628-26-000396:2
23,443 sharesClass A Common StockSEC:0001769628-26-000398:0
13,129 shares@ US$91.88Class A Common StockSEC:0001769628-26-000398:1
7,608 sharesClass A Common StockSEC:0001769628-26-000400:0
8,038 sharesClass A Common StockSEC:0001769628-26-000400:1
6,339 shares@ US$91.88Class A Common StockSEC:0001769628-26-000400:2
8,038 sharesClass A Common StockSEC:0001769628-26-000402:0
3,610 shares@ US$91.88Class A Common StockSEC:0001769628-26-000402:1
4,348 sharesClass A Common StockSEC:0001769628-26-000404:0
3,349 sharesClass A Common StockSEC:0001769628-26-000404:1
3,980 shares@ US$91.88Class A Common StockSEC:0001769628-26-000404:2
11,387 sharesClass A Common StockSEC:0001769628-26-000406:0
5,899 shares@ US$91.88Class A Common StockSEC:0001769628-26-000406:1
10,062 shares@ US$91.8840.0019% mcap13.5% of flowCommonSEC144:0001950047-26-008487
6,339 shares@ US$91.8840.0012% mcap100.0% of flowCommonSEC144:0001950047-26-008453
5,899 shares@ US$91.8840.0011% mcap7.7% of flowCommonSEC144:0001950047-26-008479
8,628 shares@ US$91.8840.0016% mcap41.5% of flowCommonSEC144:0001950047-26-008486
25 of 1585 declarations
关于 CoreWeave, Inc.
CoreWeave, Inc.（股票代码：CRWV）是一家总部位于美国的云计算公司，专注于人工智能基础设施。该公司在美国纳斯达克上市，并于2025年3月完成公开发行。CoreWeave 成立于2017年，从一开始就旨在服务计算密集型人工智能工作负载，而非通用企业云需求。其战略核心是提供一个人工智能原生平台，用于大规模模型训练、推理和应用部署。([investors.coreweave.com](https://investors.coreweave.com/overview/?utm_source=openai)) CoreWeave 的核心业务涵盖基础设施服务、托管软件服务和应用软件服务，并辅以专有存储和开发工具。该公司的平台包括 CoreWeave Mission Control、CoreWeave AI Object Storage、CoreWeave Kubernetes Service 等产品，旨在简化 GPU 集群和大规模人工智能工作流程的编排。实际上，CoreWeave 旨在为人工智能构建者提供一个专用操作层，结合了性能、自动化和弹性。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001769628/000176962826000104/crwv-20251231.htm?utm_source=openai)) 从竞争角度来看，CoreWeave 占据了一个专业且有吸引力的利基市场，但该市场竞争依然激烈。它与超大规模云提供商和其他人工智能基础设施专家竞争，并通过深入关注以 GPU 为中心的工作负载、快速扩展和特定工作负载性能来差异化自身。该公司强调了第三方对其可靠性和性能的认可，以及与知名人工智能实验室、企业和云客户的关系。这种定位使 CoreWeave 拥有比广泛云平台更专注的业务主张。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001769628/000176962826000104/crwv-20251231.htm?utm_source=openai)) CoreWeave 总部位于美国，服务于多个地区的客户。虽然公司的物理基础设施足迹并非总是完全披露，但管理层强调持续扩大活跃和合同电力容量，以支持不断增长的人工智能需求。这一点很重要，因为人工智能云经济与电力供应、GPU 供应和数据中心规模密切相关。([investors.coreweave.com](https://investors.coreweave.com/overview/?utm_source=openai)) 最近的发展强化了投资案例，也增加了执行要求。CoreWeave 报告了强劲的2025年业绩，积压订单和产能快速增长，同时推出了新产品并扩展到新的终端市场。值得注意的更新包括与 OpenAI 和 IBM 的合作，为公共部门用例推出 CoreWeave Federal，以及发布 AI Object Storage 和 Serverless RL 等产品。公司还通过外部基准测试和在人工智能实验室、超大规模企业和企业客户中的成功案例，持续提升其技术品牌。总的来说，CoreWeave 仍然是一家高增长、资本密集型的人工智能基础设施平台，在美国纳斯达克拥有差异化的市场利基。([investors.coreweave.com](https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-First-Quarter-2025-Results/default.aspx?utm_source=openai))
