J.W. Cole Advisors Inc. boosted its position in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 726.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,475 shares of the company’s stock after purchasing an additional 10,086 shares during the period. J.W. Cole Advisors Inc.’s holdings in CoreWeave were worth $1,570,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in CRWV. Renaissance Capital LLC raised its holdings in CoreWeave by 49.9% in the third quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock worth $6,454,000 after purchasing an additional 15,697 shares in the last quarter. Munro Partners grew its position in CoreWeave by 5,272.4% during the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock worth $84,366,000 after purchasing an additional 605,010 shares during the last quarter. AE Wealth Management LLC purchased a new stake in shares of CoreWeave during the third quarter valued at $4,241,000. Rockline Wealth Management LLC purchased a new stake in CoreWeave during the 2nd quarter valued at about $951,000. Finally, HWG Holdings LP purchased a new stake in CoreWeave in the third quarter valued at approximately $1,863,000.
Analysts Set New Price Targets
Several equities analysts have recently issued reports on the company. Jefferies Financial Group decreased their price objective on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a report on Monday, January 5th. UBS Group reaffirmed a “neutral” rating on shares of CoreWeave in a research note on Friday, January 16th. Melius Research set a $140.00 price target on shares of CoreWeave in a research report on Tuesday, November 11th. Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research note on Monday, January 26th. Finally, Evercore reduced their target price on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 11th. Eighteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, CoreWeave has an average rating of “Moderate Buy” and an average target price of $127.27.
CoreWeave Trading Up 20.5%
NASDAQ CRWV opened at $89.95 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. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The firm has a market cap of $34.76 billion and a price-to-earnings ratio of -62.03. The firm has a 50 day simple moving average of $84.51 and a 200-day simple moving average of $102.10.
CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its quarterly earnings data 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 company had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.28 billion. The firm’s revenue was up 133.7% compared to the same quarter last year. During the same period in the prior year, the company posted ($1.82) EPS.
CoreWeave News Roundup
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: CoreWeave rolled out a major consumer-facing brand campaign, “Ready for Anything, Ready for AI,” increasing visibility during the Winter Olympics and reinforcing its positioning as a purpose-built AI cloud provider. This can help sentiment and customer awareness. CoreWeave Introduces a New Brand Vision
- Positive Sentiment: Product update: CoreWeave introduced “ARENA,” a lab for AI production‑readiness aimed at enterprise testing and deployment — a concrete product that supports revenue monetization and customer stickiness for production AI workloads. Introducing CoreWeave ARENA
- Neutral Sentiment: Sector context: Market commentary about bitcoin‑miner-to‑AI‑landlord pivots highlights infrastructure demand and validates the addressable market for providers like CoreWeave — background support for the stock but not a direct company announcement. The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords (CRWV)
- Neutral Sentiment: Administrative items: CoreWeave set its Q4 / FY2025 earnings date and conference call (investors should watch for guidance/metrics on capacity and revenue conversion). CoreWeave Announces Date of Fourth Quarter and Fiscal Year 2025 Financial Results
- Negative Sentiment: Multiple law firms filed or announced investigations/class actions alleging securities fraud and misrepresentations about CoreWeave’s ability to scale infrastructure and meet guidance — Hagens Berman specifically flagged alleged data‑center delays and concealed infrastructure risks. These actions create legal risk, potential distraction, and could pressure the stock if litigation progresses. Hagens Berman Investigating Claims Against CoreWeave
- Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks of shares in early February (SEC filings), which investors often view as a negative signal about insider conviction even if sales are for diversification or tax reasons. Insider Sales by Brannin McBee
Insider Activity
In other CoreWeave news, CEO Michael N. Intrator sold 111,427 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $72.39, for a total transaction of $8,066,200.53. Following the completion of the transaction, the chief executive officer owned 5,922,620 shares in the company, valued at $428,738,461.80. The trade was a 1.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Brannin Mcbee sold 102,835 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $78.61, for a total transaction of $8,083,859.35. Following the completion of the sale, the insider owned 185,181 shares in the company, valued at $14,557,078.41. The trade was a 35.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 4,512,893 shares of company stock worth $374,594,594.
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.
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