CoreWeave Inc. $CRWV Stock Holdings Lifted by Amova Asset Management Americas Inc.

Amova Asset Management Americas Inc. grew its position in CoreWeave Inc. (NASDAQ:CRWV) by 20.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 247,874 shares of the company’s stock after acquiring an additional 41,833 shares during the quarter. Amova Asset Management Americas Inc.’s holdings in CoreWeave were worth $33,914,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Family Legacy Financial Solutions LLC increased its stake in shares of CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares during the last quarter. HighMark Wealth Management LLC acquired a new position in CoreWeave during the third quarter worth $27,000. OLD Second National Bank of Aurora bought a new position in CoreWeave during the third quarter valued at about $27,000. Aspect Partners LLC bought a new position in shares of CoreWeave in the 3rd quarter valued at approximately $28,000. Finally, Princeton Global Asset Management LLC acquired a new stake in CoreWeave in the 3rd quarter worth approximately $28,000.

Insider Buying and Selling

In other news, insider Jeff Baker sold 2,374 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $90.83, for a total value of $215,630.42. Following the sale, the insider owned 41,275 shares of the company’s stock, valued at approximately $3,749,008.25. This represents a 5.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Kristen J. Mcveety sold 2,671 shares of the 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 owned 120,079 shares of the company’s stock, valued at $11,758,135.68. This trade represents a 2.18% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 4,336,165 shares of company stock worth $372,860,338.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multi‑year agreement to power Perplexity’s AI inference workloads — a bellwether customer win that validates CoreWeave’s specialization in low‑latency inference infrastructure and likely supports revenue consistency from high‑volume inference demand. CoreWeave Announces Agreement to Power Perplexity’s AI Inference Workloads
• Positive Sentiment: Management points to a very large, contractually secured backlog (~$66.8B per recent coverage), which underpins multi‑year revenue visibility and is a central bullish argument that investors cite when valuing future cash flows. CoreWeave press release / company disclosure
• Positive Sentiment: Some sell‑side support persists: H.C. Wainwright reiterated a Buy and Citi/other firms continue to cover the name (Citigroup lowered its price target but maintained a Buy), leaving analyst attention and potential institutional interest intact. Benzinga (Citigroup price target note)
• Neutral Sentiment: Short‑interest reports in early March show effectively no reported short position (data here is noisy/unusual), so short‑covering dynamics are not a clear driver right now.
• Negative Sentiment: Multiple securities‑fraud class actions and a flurry of law‑firm notices (lead‑plaintiff deadlines around March 13) have emerged following Q4 weakness — this legal overhang increases uncertainty and can pressure sentiment and trading. Hagens Berman / GlobeNewswire
• Negative Sentiment: Q4 results showed explosive revenue growth but a larger net loss (reported ~$452M) and an EPS miss; management’s heavy capex plan and higher interest expense have raised execution and leverage concerns that drove recent steep share declines. Seeking Alpha (Q4 analysis)
• Negative Sentiment: Coverage and opinion pieces range from “bargain” to “warning”/downgrade calls; negative headlines (earnings miss, heavy capex, allegations) and reports of insider selling have amplified volatility and contributed to recent selling pressure. Seeking Alpha (rating downgrade/opinion) AmericanBankingNews (insider selling)

CoreWeave Trading Up 7.8%

Shares of CRWV stock opened at $79.50 on Thursday. The firm has a fifty day moving average of $88.63 and a 200-day moving average of $99.01. The stock has a market cap of $33.31 billion and a price-to-earnings ratio of -24.84. CoreWeave Inc. has a 52-week low of $33.51 and a 52-week high of $187.00. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.49 and a current ratio of 0.46.

CoreWeave (NASDAQ:CRWV) last posted its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing analysts’ consensus estimates 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 business had revenue of $1.57 billion during the quarter. The company’s revenue was up 110.4% on a year-over-year basis.

Analyst Ratings Changes

CRWV has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft upgraded shares of CoreWeave from a “hold” rating to a “buy” rating and lifted their target price for the stock from $100.00 to $140.00 in a report on Tuesday, January 27th. Melius Research set a $140.00 price objective on CoreWeave in a research report on Tuesday, November 11th. Macquarie Infrastructure reaffirmed a “neutral” rating and issued a $115.00 target price on shares of CoreWeave in a report on Tuesday, January 27th. Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. Finally, Wells Fargo & Company decreased their price target on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Seventeen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $124.03.

About CoreWeave

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.