Kestra Private Wealth Services LLC increased its position in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 29.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,934 shares of the company’s stock after purchasing an additional 8,436 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in CoreWeave were worth $2,645,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of CRWV. Pictet Asset Management Holding SA bought a new position in CoreWeave in the 4th quarter valued at about $4,465,000. High Point Wealth Management LLC acquired a new stake in shares of CoreWeave during the 4th quarter worth approximately $112,000. Sanctuary Advisors LLC boosted its position in shares of CoreWeave by 20.5% during the 4th quarter. Sanctuary Advisors LLC now owns 12,812 shares of the company’s stock worth $917,000 after acquiring an additional 2,182 shares in the last quarter. Vanguard Group Inc. increased its stake in CoreWeave by 275.6% in the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock valued at $1,999,421,000 after acquiring an additional 20,487,478 shares during the last quarter. Finally, Concurrent Investment Advisors LLC increased its stake in CoreWeave by 157.2% in the fourth quarter. Concurrent Investment Advisors LLC now owns 30,567 shares of the company’s stock valued at $2,189,000 after acquiring an additional 18,684 shares during the last quarter.
Wall Street Analysts Forecast Growth
Several equities research analysts have weighed in on CRWV shares. Jefferies Financial Group cut their target price on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Citizens Jmp reiterated a “market outperform” rating and issued a $180.00 price target on shares of CoreWeave in a research note on Friday, February 27th. Oppenheimer upped their price objective on CoreWeave from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Wednesday. Cantor Fitzgerald raised their price objective on CoreWeave from $149.00 to $156.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Finally, Evercore reiterated an “outperform” rating and issued a $150.00 target price on shares of CoreWeave in a research report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $125.78.
CoreWeave Trading Up 8.2%
Shares of CRWV stock opened at $114.19 on Thursday. CoreWeave Inc. has a twelve month low of $39.50 and a twelve month high of $187.00. The stock’s fifty day simple moving average is $91.59 and its 200 day simple moving average is $93.01. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 4.46. The firm has a market capitalization of $50.58 billion and a P/E ratio of -35.68.
CoreWeave (NASDAQ:CRWV – Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). The firm had revenue of $1.57 billion for the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The company’s revenue for the quarter was up 110.4% compared to the same quarter last year. As a group, sell-side analysts predict that CoreWeave Inc. will post -4.16 EPS for the current fiscal year.
Insider Buying and Selling
In other CoreWeave news, insider Brian M. Venturo sold 1,125,000 shares of the company’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $80.86, for a total value of $90,967,500.00. Following the completion of the transaction, the insider directly owned 285,327 shares in the company, valued at approximately $23,071,541.22. This represents a 79.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Magnetar Financial Llc sold 1,404,667 shares of the firm’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $118.30, for a total transaction of $166,172,106.10. Following the transaction, the insider directly owned 282,570 shares of the company’s stock, valued at $33,428,031. The trade was a 83.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 16,444,956 shares of company stock valued at $1,696,871,782.
More CoreWeave News
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: Oppenheimer says CoreWeave looks positioned to report Q1 revenue near the top of guidance and could raise its 2026 outlook, making the May 7 earnings release a near-term positive catalyst. CoreWeave Poised to Post Strong Q1, Raise 2026 Outlook
- Positive Sentiment: Wells Fargo raised its price target to $135 and maintained an Overweight rating, signaling institutional conviction that supports upside. Benzinga
- Positive Sentiment: Analyst activity and coverage expansions continue—Cantor Fitzgerald recently lifted its target (reported by InsiderMonkey) and notes large-scale contracts with major customers, reinforcing revenue growth expectations. CoreWeave Appears Attractive with Recent Large-Scale Contracts
- Neutral Sentiment: Cathie Wood/ARK activity was reported in the press; if ARK increases exposure it can boost retail interest, but the direct impact on CRWV is uncertain until filings confirm material buys. Cathie Wood Just Made a Massive Bet
- Neutral Sentiment: Commentary that investors “panicked” earlier and the stock fell sharply is being reframed by some outlets as a potential buying opportunity; this is more of a narrative-driven market reaction than new fundamental news. Investors Panicked on CoreWeave
- Negative Sentiment: Broader industry concerns surfaced after a Barron’s piece noting that worries about OpenAI’s spending pressure dented related names (Oracle, SoftBank) and also weighed on CoreWeave—highlighting sensitivity to major AI customer spending shifts. Oracle Stock Drops on OpenAI Shock. CoreWeave, SoftBank Also Hit.
- Negative Sentiment: Analyst comparisons (Zacks) highlight that CoreWeave is a higher-growth but capital-intensive and riskier AI infrastructure play versus steadier software/cloud peers like Snowflake, which could limit upside if investors move toward lower-risk AI exposure. CoreWeave vs. Snowflake
CoreWeave Profile
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.
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