Brevan Howard Capital Management LP Buys Shares of 107,137 CoreWeave Inc. $CRWV

Brevan Howard Capital Management LP bought a new position in CoreWeave Inc. (NASDAQ:CRWV) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 107,137 shares of the company’s stock, valued at approximately $14,662,000.

Several other hedge funds have also modified their holdings of CRWV. Vanguard Group Inc. boosted its holdings in shares of CoreWeave by 109.7% in the 3rd quarter. Vanguard Group Inc. now owns 7,433,501 shares of the company’s stock valued at $1,017,275,000 after buying an additional 3,888,164 shares in the last quarter. Invesco Ltd. raised its stake in shares of CoreWeave by 55,329.7% during the 3rd quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock worth $410,454,000 after acquiring an additional 2,993,889 shares in the last quarter. Clear Street Group Inc. bought a new position in shares of CoreWeave during the 3rd quarter worth approximately $405,199,000. Lavaca Capital LLC purchased a new stake in CoreWeave during the third quarter valued at approximately $273,700,000. Finally, First Trust Advisors LP boosted its stake in CoreWeave by 1,464.9% in the third quarter. First Trust Advisors LP now owns 1,944,348 shares of the company’s stock valued at $266,084,000 after acquiring an additional 1,820,101 shares in the last quarter.

CoreWeave Trading Up 1.6%

NASDAQ:CRWV opened at $81.11 on Friday. The company has a market capitalization of $33.99 billion and a P/E ratio of -25.35. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 4.46. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month high of $187.00. The firm has a fifty day simple moving average of $88.89 and a 200-day simple moving average of $98.25.

CoreWeave (NASDAQ:CRWV) last released its 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 net margin of 22.75% and a negative return on equity of 33.82%. The firm had revenue of $1.57 billion during the quarter. The business’s quarterly revenue was up 110.4% compared to the same quarter last year.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: New product launches (Flex Reservations and Spot) and a partnership with PhysicsX expand CoreWeave’s addressable market for industrial AI and heavy compute workloads — this supports revenue growth and customer flexibility. CoreWeave PhysicsX Deal Highlights Industrial AI And Heavy Compute Potential
• Neutral Sentiment: Short-interest data in the filings appears inconsistent/flat for March (reported as 0 shares / NaN change), which provides little signal on bearish positioning at the moment; treat these figures cautiously.
• Negative Sentiment: Widespread securities‑fraud litigation notices and lead‑plaintiff solicitations from numerous firms cite alleged misstatements about demand and operations for the March 28–Dec 15, 2025 class period — increased legal exposure, potential discovery/costs, and settlement risk can weigh on the stock. CRWV Deadline Today: CRWV Investors with Losses in Excess of $100K Have Opportunity to Lead CoreWeave, Inc. Securities Fraud Lawsuit
• Negative Sentiment: Hagens Berman highlighted CoreWeave’s Q4 results (a large reported loss and soft guidance), arguing the company concealed operational problems; that analysis reinforces investor concern about profitability and outlook. CRWV Alert: Hagens Berman Analyzes CoreWeave (CRWV) $452M Q4 Loss and Soft Guidance
• Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks in early March (totaling millions of dollars), which investors often view as a bearish signal or at least a liquidity event to watch. SEC Form 4 / Insider Sale
• Negative Sentiment: Several media pieces flag “dreadful patterns” and persistent risks in the share price technicals and fundamentals — adds to negative narrative momentum for traders watching risk metrics. CoreWeave stock price forms dreadful patterns

Insider Activity

In related news, insider Brian M. Venturo sold 281,250 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $79.36, for a total value of $22,320,000.00. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Michael N. Intrator sold 111,427 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total transaction of $8,066,200.53. Following the transaction, the chief executive officer directly owned 5,922,620 shares of the company’s stock, valued at $428,738,461.80. This represents a 1.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 4,752,555 shares of company stock valued at $399,373,015.

Analyst Upgrades and Downgrades

Several research firms have issued reports on CRWV. Mizuho cut their price target on shares of CoreWeave from $100.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, February 27th. Truist Financial raised their price objective on CoreWeave from $84.00 to $85.00 and gave the stock a “hold” rating in a research report on Friday, February 27th. Weiss Ratings restated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. Macquarie Infrastructure reaffirmed a “neutral” rating and set a $115.00 target price on shares of CoreWeave in a research report on Tuesday, January 27th. Finally, Oppenheimer assumed coverage on CoreWeave in a research note on Friday, March 6th. They issued an “outperform” rating and a $140.00 price target for the company. Eighteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $122.35.

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.