TLDR

  • CoreWeave shares climbed 8.61% following the announcement of a strategic collaboration with PhysicsX, an AI engineering startup based in London.
  • Through this partnership, PhysicsX will utilize CoreWeave’s GPU cloud infrastructure to facilitate the training of Large Physics Models (LPMs) for industrial applications.
  • CoreWeave’s opening price was $74.92, remaining significantly below its 50-day moving average of $88.49 and its 12-month peak of $187.00.
  • The firm reported a $452 million loss for the fourth quarter, falling short of earnings per share expectations, despite a 110.4% year-over-year revenue increase to $1.57 billion.
  • A number of securities class action lawsuits are currently active, with a primary deadline for lead plaintiffs set for March 13.

CoreWeave ($CRWV) saw its stock price gain momentum on Wednesday after London-based AI engineering firm PhysicsX revealed a strategic agreement to deploy its platform on CoreWeave’s GPU cloud infrastructure.

CoreWeave, Inc. Class A Common Stock, CRWV
CRWV Stock Card

This collaboration provides PhysicsX with the high-performance computing power necessary to train its Large Physics Models—AI systems developed using real-world industrial datasets and physics-based simulations. These models are designed to accelerate engineering and design processes within the semiconductor, automotive, and aerospace industries.

PhysicsX CEO Jacomo Corbo stated that the partnership provides the firm with the “computational backbone required to scale physics AI” for demanding industrial use cases. Max Hjelm, SVP at CoreWeave, noted that their infrastructure is specifically engineered to support the intensive compute requirements of such models.

Following the announcement, the stock rose 8.61%, though it continues to trade well below its 52-week high of $187.00. The stock opened at $74.92 on Wednesday.

Analyst Sentiment Mixed

Wall Street remains divided regarding CoreWeave. Among the 32 analysts tracking the stock, 18 maintain a Buy rating, 12 suggest a Hold, and 2 recommend a Sell. The average price target is $122.35, representing a significant upside from current trading levels.

In January, Wells Fargo lowered its price target from $150 to $125 while maintaining an “overweight” rating. Barclays reduced its target from $120 to $90 with an “equal weight” rating. Sanford C. Bernstein initiated coverage in March with an “underperform” rating and a $56 price target, marking the most pessimistic outlook among analysts.

Magnetar Financial remains the primary institutional investor, holding approximately 16.78% of the company. CoreWeave accounts for 68.2% of Magnetar’s total portfolio, though the firm trimmed its stake by 14.4% in the third quarter, offloading roughly 13.8 million shares.

Additionally, the fund managed by billionaire Philippe Laffont liquidated its entire position during the most recent 13F filing period.

Legal Pressure Mounting

CoreWeave is currently contending with a rising number of securities lawsuits. The Pomerantz Law Firm has initiated a class action covering the period from March 28 to December 15, 2025, claiming violations of federal securities laws. Other firms, including Hagens Berman, Rosen, and Bragar Eagel & Squire, are also seeking lead plaintiffs ahead of the March 13 deadline.

The litigation highlights CoreWeave’s $452 million Q4 loss, as well as what plaintiffs characterize as infrastructure delays and weak guidance that allegedly contributed to a 16% decline in the stock price.

The company posted a Q4 EPS of -$0.89, missing the anticipated -$0.61. While revenue reached $1.57 billion—a 110.4% increase compared to the same period last year—the losses were greater than analysts had projected.

Regarding insider activity, CEO Michael Intrator sold 32,456 shares on February 25 at a price of $99.95, totaling approximately $3.24 million. Insider Kristen Mcveety sold 2,671 shares the following day at $97.92. Over the last 90 days, insiders have collectively sold 4.17 million shares, valued at roughly $356.8 million.

CoreWeave currently holds a debt-to-equity ratio of 4.46 and a current ratio of 0.46. The company’s market capitalization is $31.39 billion, with a P/E ratio of -23.41.