Belpointe Asset Management LLC Acquires 6,484 Shares of CoreWeave Inc. $CRWV

Belpointe Asset Management LLC raised its holdings in CoreWeave Inc. (NASDAQ:CRWV) by 303.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,624 shares of the company’s stock after acquiring an additional 6,484 shares during the period. Belpointe Asset Management LLC’s holdings in CoreWeave were worth $1,180,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in CRWV. Nvidia Corp grew its holdings in shares of CoreWeave by 0.4% during the 2nd quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock valued at $3,958,701,000 after purchasing an additional 95,113 shares during the last quarter. Voya Investment Management LLC acquired a new stake in CoreWeave in the third quarter valued at approximately $110,562,000. Geode Capital Management LLC grew its stake in shares of CoreWeave by 142.6% during the second quarter. Geode Capital Management LLC now owns 716,178 shares of the company’s stock worth $116,809,000 after buying an additional 420,915 shares during the last quarter. Munro Partners increased its holdings in shares of CoreWeave by 5,272.4% during the third quarter. Munro Partners now owns 616,485 shares of the company’s stock worth $84,366,000 after buying an additional 605,010 shares in the last quarter. Finally, Lmdagg L.L.C. bought a new position in shares of CoreWeave in the 2nd quarter valued at $48,030,000.

CoreWeave Price Performance

Shares of CRWV opened at $106.02 on Thursday. The business has a 50-day moving average of $82.28 and a 200-day moving average of $104.25. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49. The company has a market capitalization of $40.97 billion and a price-to-earnings ratio of -73.12. CoreWeave Inc. has a 1 year low of $33.51 and a 1 year high of $187.00.

CoreWeave (NASDAQ:CRWV) last announced its earnings results on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The firm had revenue of $1.36 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same period in the prior year, the business earned ($1.82) EPS. CoreWeave’s quarterly revenue was up 133.7% on a year-over-year basis.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA strategic backing — Nvidia committed $2 billion to accelerate CoreWeave’s AI data‑center buildout, a headline catalyst that validates demand for CoreWeave’s GPU infrastructure and fueled the recent multi‑day rally. Read More.
• Positive Sentiment: Analyst upgrade and higher price target — Deutsche Bank upgraded CRWV to Buy and raised its price target to $140, citing the Nvidia deal and 2026 setup; that upgrade supported further upside for the stock. Read More.
• Neutral Sentiment: Mixed analyst posture — several firms (Macquarie, Needham, others) reiterated Neutral/ Hold ratings or left guidance unchanged even after the Nvidia news, underscoring divergent views on whether the investment reduces execution risk or simply delays funding stress. Read More.
• Neutral Sentiment: “De‑risking” analysis — research pieces argue Nvidia’s investment improves CoreWeave’s probability of delivering planned capacity (better execution odds) but note the company still faces large capex and operational execution milestones. This is material but not a guaranteed upside. Read More.
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm notices — several firms have filed suits or issued notices alleging disclosure issues tied to deployment delays and guidance, increasing legal and reputational risk and likely weighing on the stock near term. Read More.
• Negative Sentiment: Large insider selling — director/executive Brannin McBee disclosed multiple sales on Jan. 26 totaling roughly 166,665 shares at ~\$101.45 apiece (aggregate ≈ mid‑teens of millions USD) and a sizable reduction in his holding; this intensified selling pressure and investor concern about insider conviction. Read More.

Insider Buying and Selling at CoreWeave

In related news, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $91.77, for a total value of $25,810,312.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Brannin Mcbee sold 33,335 shares of CoreWeave stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $101.45, for a total transaction of $3,381,835.75. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 4,621,288 shares of company stock valued at $412,332,058.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on CRWV. Jefferies Financial Group reduced their price objective on CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. Loop Capital lowered their price objective on CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Bank of America dropped their price objective on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating for the company in a report on Tuesday, November 11th. Finally, The Goldman Sachs Group began coverage on shares of CoreWeave in a report on Monday, January 12th. They set a “neutral” rating and a $86.00 target price on the stock. Eighteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $127.27.

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.