Is CoreWeave (CRWV) Stock a Buy Ahead of Earnings February 26?

TLDR

• CoreWeave (CRWV) reports Q4 2025 earnings on February 26, with options traders pricing in a ~15.72% move in either direction.
• Wall Street consensus expects Q4 revenue of $1.55 billion and a loss per share of $0.50.
• CRWV stock jumped 9.3% after reports it plans to raise $8.5 billion in financing backed by a Meta contract.
• Analyst price targets range from $91 (TipRanks AI) to $180 (Citizens), with a Moderate Buy consensus and average target of ~$125.
• Headwinds include insider selling, class-action lawsuits, a debt-to-equity ratio of 2.66, and negative free cash flow.

CoreWeave $CRWV heads into its Q4 2025 earnings report on February 26 with plenty of momentum — and plenty of question marks.

CoreWeave, Inc. Class A Common Stock, CRWV

Wall Street’s consensus estimate puts Q4 revenue at $1.55 billion. The expected loss per share is $0.50, up from just $0.08 in the same quarter a year ago.

CRWV stock is up 41% so far in 2026, driven by strong AI infrastructure demand. Over the past year, it has returned around 127%, though it remains well below its 52-week high of $187.

The stock got a fresh boost on Tuesday, jumping 9.3% to hit $99.30 after Bloomberg reported CoreWeave is seeking to raise $8.5 billion in a syndicated bank loan. That loan would be backed by a $14.2 billion contract with Meta Platforms.

What Analysts Are Watching

Evercore ISI kept its Outperform rating and $160 price target heading into results. The firm believes revenue will come in above the $1.55 billion consensus and that the Street’s EBIT estimate of $138 million should be beatable.

Evercore also noted that Q1 2026 Street revenue estimates of around $2.3 billion look achievable, based on reports of more than 16,000 GPUs going online at a Denton, Texas facility by end of December.

Wells Fargo analyst Michael Turrin reiterated a Buy with a $125 target, forecasting Q4 revenue of $1.57 billion. He noted that CoreWeave’s revenue beats versus consensus have been narrowing — from 15% in Q1 to 10% in Q2 to 5% in Q3 — and expects a similar-sized beat in Q4.

Roth Capital’s Rohit Kulkarni also reiterated Buy with a $110 target, pointing to upcoming catalysts including Meta and OpenAI data center buildouts and Nvidia’s GTC event. He flagged Nvidia’s $2 billion equity investment as a key item to watch for its impact on CoreWeave’s funding roadmap.

Risks Remain on the Table

The balance sheet draws attention. CoreWeave carries a debt-to-equity ratio of 2.66 and a current ratio of just 0.49, signaling tight liquidity.

Multiple class-action lawsuits have been filed, with law firms alleging misstatements around scaling issues and data center delays. Several insiders have sold stock recently, including CFO Nitin Agrawal, EVP Chen Goldberg, and insider Kristen Mcveety, who sold 1,677 shares on February 20 at $90.83 for a total of $152,321.

On the institutional side, Vanguard lifted its stake by 275.6% in Q4, and ARK Invest purchased around $3.5 million worth of CRWV stock ahead of earnings.

The overall Wall Street consensus sits at Moderate Buy, based on nine Buys and eight Holds, with an average price target of $118.57.

Citizens has the most bullish target on the Street at $180, citing CoreWeave’s position in the GPU-as-a-Service market and noting that the first 100MW of Applied Digital’s 400MW North Ellen campus became operational in November 2025.

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