Victory Capital Management Inc. Buys 8,310 Shares of CoreWeave Inc. $CRWV

Victory Capital Management Inc. raised its stake in CoreWeave Inc. (NASDAQ:CRWV) by 12.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 74,772 shares of the company’s stock after acquiring an additional 8,310 shares during the quarter. Victory Capital Management Inc.’s holdings in CoreWeave were worth $10,233,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in CRWV. Chilton Capital Management LLC boosted its position in shares of CoreWeave by 50.2% in the third quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock valued at $50,000 after acquiring an additional 121 shares during the period. Family Legacy Financial Solutions LLC raised its position in shares of CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after buying an additional 125 shares in the last quarter. CoreCap Advisors LLC boosted its stake in shares of CoreWeave by 29.6% in the third quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock valued at $88,000 after buying an additional 147 shares during the period. Pittenger & Anderson Inc. grew its position in CoreWeave by 36.0% during the third quarter. Pittenger & Anderson Inc. now owns 680 shares of the company’s stock worth $93,000 after buying an additional 180 shares in the last quarter. Finally, Banco Santander S.A. grew its position in CoreWeave by 7.9% during the third quarter. Banco Santander S.A. now owns 2,455 shares of the company’s stock worth $336,000 after buying an additional 180 shares in the last quarter.

Analyst Ratings Changes

A number of analysts have recently weighed in on CRWV shares. Sanford C. Bernstein started coverage on CoreWeave in a research report on Thursday, March 5th. They set an “underperform” rating and a $56.00 target price for the company. Oppenheimer started coverage on shares of CoreWeave in a research note on Friday, March 6th. They set an “outperform” rating and a $140.00 price objective on the stock. Loop Capital dropped their target price on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. Truist Financial increased their price target on shares of CoreWeave from $84.00 to $85.00 and gave the stock a “hold” rating in a research report on Friday, February 27th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $131.00 price objective on shares of CoreWeave in a research report on Friday, February 27th. 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’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $122.35.

Insider Activity

In other news, insider Kristen J. Mcveety sold 2,671 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $97.92, for a total transaction of $261,544.32. Following the sale, the insider directly owned 120,079 shares in the company, valued at approximately $11,758,135.68. The trade was a 2.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Michael N. Intrator sold 32,456 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $99.95, for a total value of $3,243,977.20. Following the completion of the transaction, the chief executive officer directly owned 5,731,412 shares of the company’s stock, valued at $572,854,629.40. This represents a 0.56% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 4,606,943 shares of company stock valued at $387,628,003.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Launched Flexible Capacity plans (Flex Reservations and a new Spot option) to give customers more control over AI compute costs and capacity — a product shift that investors view as improving demand elasticity and enterprise adoption potential. CoreWeave Introduces Flexible Capacity Plans to Accelerate AI Innovation
• Positive Sentiment: Market reaction also reflected a reported deal (PhysicsX) and related coverage highlighting customer wins and product momentum that helped drive a multi-session rally. CoreWeave (CRWV) Climbs 9.4% on Product Launches, PhysicsX Deal
• Neutral Sentiment: Analyst/market narratives are diverging on how to value CoreWeave amid rapid revenue growth but continuing losses — expect mixed research coverage and volatile headline-driven trading. Assessing CoreWeave (CRWV) Valuation As Narratives Diverge On Future AI Infrastructure Growth
• Negative Sentiment: Multiple class-action lawsuits and an onslaught of law-firm reminder notices (lead-plaintiff deadlines) create legal overhang and potential litigation costs/risk to management — a clear near-term negative for sentiment. CoreWeave, Inc. Sued for Securities Law Violations – Contact the DJS Law Group to Discuss Your Rights – CRWV
• Negative Sentiment: Significant insider selling: director/insider Brannin McBee disclosed large sales (~500k+ shares across filings) that materially reduced his stake — this can be read as a negative signal by some investors. Brannin Mcbee Insider Sales Filings
• Negative Sentiment: Operational/financial criticisms: analysts and plaintiff firms flag a larger-than-expected Q4 loss and “soft” guidance plus skeptical notes on the company’s $66B backlog claim — these points heighten execution risk and could pressure forward multiples. Hagens Berman on Q4 Loss and Soft Guidance CoreWeave’s $66B Backlog Meets A $30B Reality

CoreWeave Price Performance

CRWV stock opened at $81.96 on Thursday. The stock has a market cap of $34.34 billion and a price-to-earnings ratio of -25.61. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. The company has a 50 day simple moving average of $88.69 and a 200 day simple moving average of $98.40. CoreWeave Inc. has a 1 year low of $33.51 and a 1 year high of $187.00.

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

CoreWeave Company 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.