7,425 Shares in CoreWeave Inc. $CRWV Purchased by JT Stratford LLC

JT Stratford LLC acquired a new stake in shares of CoreWeave Inc. (NASDAQ:CRWV) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 7,425 shares of the company’s stock, valued at approximately $1,016,000.

Several other hedge funds have also recently added to or reduced their stakes in CRWV. Family Legacy Financial Solutions LLC lifted its holdings in shares of CoreWeave by 166.7% during the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after acquiring an additional 125 shares during the period. HighMark Wealth Management LLC bought a new stake in shares of CoreWeave during the third quarter worth $27,000. OLD Second National Bank of Aurora acquired a new position in CoreWeave during the 3rd quarter valued at about $27,000. Aspect Partners LLC bought a new position in CoreWeave in the third quarter valued at approximately $28,000. Finally, Princeton Global Asset Management LLC acquired a new stake in shares of CoreWeave during the third quarter worth $28,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multi‑year deal to power Perplexity’s AI inference workloads, validating CoreWeave’s positioning in the high‑performance inference market and supporting long‑term revenue visibility. CoreWeave Just Landed a Deal That Signals Where AI Is Headed
• Positive Sentiment: Analysts and deep‑dive pieces highlight CoreWeave’s very large backlog (~$66.8B reported) and rapid revenue growth, which provide multi‑year contracted demand that supports long‑term upside if execution and capital deployment are successful. CoreWeave Is Attractively Valued, But Execution Is Crucial
• Neutral Sentiment: Street reactions are mixed: some firms (e.g., Citigroup, Barclays, HC Wainwright) keep constructive views or reiterate coverage but differ on targets and conviction, producing diverging near‑term signals for the stock. Barclays Remain a Buy on CoreWeave (CRWV)
• Neutral Sentiment: Management presented at industry conferences (Morgan Stanley) and provided forward guidance and backlog metrics — useful for modeling, but investors remain split on the cadence of margin recovery and capex execution. CoreWeave Presents at Morgan Stanley TMT Conference (Transcript)
• Negative Sentiment: Multiple securities‑fraud class actions were filed and several plaintiff firms are soliciting lead‑plaintiff motions, increasing legal risk and potential future liabilities that tend to pressure the stock. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave
• Negative Sentiment: Q4 results and guidance shocked the market: CoreWeave reported a wider net loss (cited ~$452M) and an EPS miss, and management signaled very large 2026 capex needs — raising concerns about near‑term dilution, higher interest expense and execution risk. CoreWeave’s CapEx Shock Spooks The Market
• Negative Sentiment: Sanford C. Bernstein (coverage) set an underperform rating and low price target, and multiple law‑firm alerts amplified downside sentiment — both contributed to selling pressure by increasing short‑term bearish narratives. Bernstein Coverage / Analyst Note (Benzinga)

Analysts Set New Price Targets

Several equities research analysts have commented on CRWV shares. Compass Point initiated coverage on shares of CoreWeave in a research note on Thursday, November 13th. They issued a “buy” rating and a $150.00 target price for the company. Sanford C. Bernstein began coverage on CoreWeave in a research note on Thursday. They issued an “underperform” rating and a $56.00 target price on the stock. Barclays decreased their price objective on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a report on Monday, January 12th. Roth Mkm restated a “buy” rating on shares of CoreWeave in a report on Monday, February 23rd. Finally, Melius Research set a $140.00 price target on CoreWeave in a research report on Tuesday, November 11th. Seventeen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $121.77.

Insider Activity

In other CoreWeave news, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $87.75, for a total transaction of $24,679,687.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Brannin Mcbee sold 102,835 shares of the company’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $73.57, for a total transaction of $7,565,570.95. Following the completion of the sale, the insider owned 185,181 shares of the company’s stock, valued at approximately $13,623,766.17. The trade was a 35.70% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 4,340,085 shares of company stock worth $373,147,282.

CoreWeave Stock Down 5.9%

Shares of CRWV opened at $74.82 on Friday. The stock has a market capitalization of $31.35 billion and a price-to-earnings ratio of -23.38. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.49 and a current ratio of 0.46. The stock has a fifty day moving average of $88.54 and a 200-day moving average of $98.84. CoreWeave Inc. has a 52 week low of $33.51 and a 52 week high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The business had revenue of $1.57 billion during the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The company’s revenue was up 110.4% on a year-over-year basis.

About CoreWeave

CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.

CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.