NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ:CRWV) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in CoreWeave, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/coreweave-inc-class-action-l ...

Core Insights - CoreWeave (CRWV) is transitioning from a GPU cloud provider to a backbone for independent AI workloads, indicating a strategic shift in its business model [1] Company Focus - The company is focused on identifying mispriced quality companies and understanding resilient business models across economic cycles, emphasizing a disciplined, fundamentals-first investment approach [1] Investment Philosophy - The investment philosophy centers on value investing, mental models, and the long-term creation of value by great businesses, showcasing a commitment to thorough financial analysis and research-backed insights [1]

Core View - CoreWeave, Inc. is facing a class action lawsuit for allegedly violating the Securities Exchange Act of 1934, with claims of false and misleading statements regarding its operations and reliance on a single vendor for data centers [1][5] Legal Issues - The lawsuit targets investors who purchased CoreWeave's securities between March 28, 2025, and December 15, 2025, highlighting undisclosed issues such as the failed acquisition of Core Scientific and delays in data center operations [2][5] - The Schall Law Firm is encouraging affected shareholders to reach out before March 13, 2026, to discuss their rights and potentially join the lawsuit [2] Executive Actions - Michael N. Intrator, CoreWeave's CEO and significant shareholder, sold 1,614 shares at approximately $89.29 each and 1,259 shares at approximately $90.14 each on February 11, 2026, while still retaining 5,793,450 shares [3] Stock Performance - CoreWeave's stock is currently priced at $96.04, showing a slight increase of $0.34 or 0.36%, with fluctuations between a low of $91 and a high of $100.69 on the trading day [4] - Over the past year, the stock has experienced a high of $187 and a low of $33.52, with a market capitalization of approximately $47.86 billion and a trading volume of 23.12 million shares today [4]

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and certain senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors are encouraged to seek additional information regarding the lawsuit and their legal options [2][9] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure [4] - The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4] Allegations and Stock Performance - CoreWeave allegedly overstated its ability to meet customer demand and concealed significant construction delays at its data centers [5] - The stock price dropped significantly due to various announcements: - On October 30, 2025, the stock fell by $8.87 (over 6%) after Core Scientific failed to secure enough shareholder votes for the merger, dropping from $139.93 to $131.06 [6] - On November 10, 2025, the stock dropped by $17.22 (over 16%) after CoreWeave lowered its guidance for revenue and other metrics, falling from $105.61 to $88.39 [7] - On December 15, 2025, the stock decreased by $2.85 (over 3%) following reports of delays in a major data center project, dropping from $72.35 to $69.50 [8]

CoreWeave, Inc. (NASDAQ:CRWV) is currently under scrutiny as Rosen Law Firm, a global leader in investor rights, urges investors to seek legal counsel before March 13, 2026. The firm is spearheading a securities class action lawsuit for those who purchased CoreWeave securities between March 28, 2025, and December 15, 2025. This lawsuit claims that CoreWeave's management made misleading statements about its operational capabilities and risks. The lawsuit alleges that CoreWeave overstated its ability to meet ...

Core Viewpoint - CoreWeave is an attractively valued AI stock with significant growth potential, currently trading at 10 times sales, which is impressive given its strong revenue growth and long-term momentum [2][6] Company Performance - CoreWeave's revenue backlog surged almost fourfold to $55.6 billion in Q3 2025, significantly outpacing the 133% increase in quarterly revenue [7] - The company is expected to achieve a revenue spike of 136% to $12 billion in 2026, driven by a healthy backlog and increased AI spending [10] Market Dynamics - AI infrastructure spending is projected to reach $700 billion by 2026, with a 78% increase from the previous year, benefiting companies like CoreWeave [4][6] - Major customers include Meta Platforms, Microsoft, and OpenAI, which have awarded substantial contracts for cloud computing capacity [7][8] Investment and Capacity Expansion - CoreWeave received a $2 billion investment from Nvidia, enabling faster capacity expansion [9] - The company currently operates 590 megawatts of active data center capacity and aims to exceed 1 gigawatt over the next 12 to 24 months [9] Future Valuation - If CoreWeave meets the $12 billion revenue estimate and maintains a valuation of 10 times sales, its market cap could rise to $120 billion, significantly higher than its current $50 billion market cap [11]

Core Viewpoint - CoreWeave (CRWV) has seen a 7% increase in stock price ahead of its earnings report scheduled for February 26, 2026, despite facing legal challenges from multiple securities fraud class actions [1] Financial Performance - CoreWeave reported an adjusted loss of $0.08 per share in Q3 2025, significantly better than the estimated loss of $0.35, with revenue reaching $1.36 billion, surpassing the consensus of $1.29 billion [1] - The company has shown a year-to-date stock increase of 34.12%, rising from $71.61 to $96.04, while the S&P 500 has remained flat [1] Legal Challenges - Over a dozen law firms have filed securities fraud class actions against CoreWeave, alleging misrepresentation of its capacity to meet customer demand, focusing on issues such as reliance on a single third-party data center and undisclosed construction delays [1] - The upcoming March 13, 2026, lead plaintiff deadline adds legal pressure, although investors seem to view these lawsuits as minor rather than significant threats [1] Market Expectations - Analysts maintain a consensus target price of $126.37 for CoreWeave, indicating a potential upside of 32% from current levels, with 18 buy ratings against 11 holds [1] - The company's valuation metrics include a trading multiple of 11.6x trailing sales and a 30.18x EV/EBITDA, reflecting aggressive growth expectations [1] Future Outlook - Wall Street anticipates CoreWeave will report a loss of $0.49 in the next quarter, and there is optimism regarding the company's ability to convert its backlog and partnerships into sustainable profits [1] - Analysts expect $12 billion in sales for CoreWeave in 2026, with a projected adjusted loss of $0.22 [1]

Core Insights - The article discusses the risks associated with high valuations in the stock market, comparing it to homes on Cape Cod that are eroding into the ocean, suggesting that eventually, high-flying stocks will decline [2][3] - It highlights the importance of recognizing when to exit investments, using the example of a couple who sold their Cape Cod home for $5.5 million before it was demolished [4] - The article introduces Marc Chaikin, who predicts a potential market downturn, particularly in tech companies, and emphasizes that only 1.8% of companies may remain unaffected [5][6] Company-Specific Insights - Insider selling at Oracle Corp. (ORCL) includes significant sales by executives, indicating potential caution regarding the company's future performance [7][8] - CoreWeave Inc. (CRWV) has seen a rapid pace of insider selling, which is historically a bearish sign, suggesting that the company may face challenges ahead [8][9] - Delta Airlines Inc. (DAL) has experienced substantial insider selling, with executives offloading nearly 2 million shares, raising concerns about consumer demand and the company's valuation [15][16][18] Market Trends - The article notes a decline in producer prices in the cloud computing sector, indicating potential pricing pressures for companies like Oracle and CoreWeave that are heavily invested in AI data centers [12][14] - Retail sales data shows a slowdown, with existing home sales dropping by 8.4% in January, suggesting a potential decrease in consumer spending [19][20] - The insider buy/sell ratio has fallen to 0.24, one of the lowest levels on record, indicating that executives are selling more than they are buying, which may signal a market peak [24]

CoreWeave Inc. (NASDAQ:CRWV) ranks among the best innovative stocks to buy according to Wall Street analysts. Following CoreWeave Inc.’s (NASDAQ:CRWV) improved partnership with NVIDIA, DA Davidson reaffirmed a Buy rating on the company’s shares with a $110 target price. The company stated that it will accelerate the development of over 5 gigawatts of capacity by 2030, with a $2 billion equity contribution from NVIDIA. Analyst Alex Platt stated that the NVIDIA agreement gives CoreWeave Inc. (NASDAQ:CRWV) ...

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of capitalizing on strong demand and competitive strengths [5]. Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after Core Scientific failed to secure enough shareholder votes for a merger, leading to the termination of the merger agreement [6]. - Following a revenue guidance cut on November 10, 2025, due to delays from a third-party developer, the stock fell by $17.22 (over 16%) [7]. - A report on December 15, 2025, regarding further delays in a major data center project led to an additional drop of $2.85 (over 3%) in stock price [8].