AE Wealth Management LLC bought a new position in CoreWeave Inc. (NASDAQ:CRWV – Free Report) in the third quarter, HoldingsChannel reports. The institutional investor bought 30,993 shares of the company’s stock, valued at approximately $4,241,000.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Renaissance Capital LLC lifted its holdings in shares of CoreWeave by 49.9% during the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock valued at $6,454,000 after buying an additional 15,697 shares during the period. Munro Partners increased its position in CoreWeave by 5,272.4% during the third quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after acquiring an additional 605,010 shares during the last quarter. Apexium Financial LP bought a new position in CoreWeave in the second quarter valued at about $1,044,000. Chung Wu Investment Group LLC purchased a new position in CoreWeave in the second quarter worth about $755,000. Finally, HWG Holdings LP bought a new stake in shares of CoreWeave during the 3rd quarter valued at about $1,863,000.
CoreWeave News Roundup
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: Market/analyst momentum: several recent pieces highlight CoreWeave as an AI‑infrastructure leader and a buy candidate amid renewed investor rotation into AI/cloud names — a tailwind for long‑term demand expectations. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
- Positive Sentiment: Analyst upgrade/coverage: a January upgrade/coverage note lifted sentiment and helped earlier upside as analysts emphasize CoreWeave’s positioning in the AI datacenter market. CoreWeave Stock Price Up 10.7% After Analyst Upgrade
- Neutral Sentiment: Industry comparison: pieces comparing CoreWeave to larger rivals (e.g., Alphabet/NVIDIA plays) note both upside and execution risks — useful context but mixed near‑term impact. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
- Neutral Sentiment: Backlog and balance‑sheet tradeoff: reporting on a large backlog (reported ~$56B) underscores strong demand but also highlights heavy borrowing and capex to scale — a dual signal for growth vs. financial risk. The Artificial Intelligence (AI) Stock That’s Quietly Building the Future of Cloud Computing
- Negative Sentiment: Legal overhang: a large cluster of shareholder law firms (Kessler Topaz, Hagens Berman, Berger Montague, BFA Law, Robbins Geller, Pomerantz, Rosen, Bragar, Levi & Korsinsky, and others) have filed/announced securities‑fraud class actions or investor alerts alleging misstatements about scaling and revenue guidance; a broad litigation wave is the primary driver of today’s selling pressure. Kessler Topaz Meltzer & Check, LLP Reminds CRWV Investors of March 13, 2026 Deadline
- Negative Sentiment: Reported stock plunge cited in litigation notices: multiple alerts reference a sizeable prior drop (~16% cited by some firms) and use that movement as the basis for claims — reinforcing short‑term uncertainty and potential settlement/defense costs. CRWV LOSS NOTICE: CoreWeave Inc. Plummets 16% Triggering Securities Fraud Class Action
- Negative Sentiment: Insider selling: a disclosed series of insider sales (large block sales by Brannin McBee around $101.45) increases perceived selling pressure and can amplify negative sentiment while litigation unfolds. SEC Form 4 — Insider Sales
Insider Buying and Selling
Analyst Ratings Changes
Several equities analysts have recently weighed in on CRWV shares. Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft raised shares of CoreWeave from a “hold” rating to a “buy” rating and upped their target price for the company from $100.00 to $140.00 in a report on Tuesday. DA Davidson upgraded shares of CoreWeave from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $68.00 to $110.00 in a research note on Monday, January 26th. Mizuho upped their price objective on CoreWeave from $92.00 to $100.00 and gave the stock a “neutral” rating in a research note on Monday, January 26th. Finally, Barclays decreased their target price on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a report on Monday, January 12th. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $127.27.
Get Our Latest Stock Analysis on CoreWeave
CoreWeave Trading Down 6.4%
Shares of CoreWeave stock opened at $93.19 on Friday. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49. The company has a fifty day moving average of $83.32 and a 200 day moving average of $103.69. The company has a market capitalization of $36.01 billion and a P/E ratio of -64.27. CoreWeave Inc. has a fifty-two week low of $33.51 and a fifty-two week high of $187.00.
CoreWeave (NASDAQ:CRWV – Get Free Report) last announced its quarterly earnings data on Monday, November 10th. The company reported ($0.22) EPS for the quarter, beating the consensus estimate of ($0.36) by $0.14. The business had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter in the previous year, the firm earned ($1.82) earnings per share. CoreWeave’s revenue was up 133.7% on a year-over-year basis.
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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