CoreWeave Inc. $CRWV Shares Acquired by Gryphon Financial Partners LLC

Gryphon Financial Partners LLC boosted its stake in CoreWeave Inc. (NASDAQ:CRWV) by 324.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 49,684 shares of the company’s stock after acquiring an additional 37,991 shares during the quarter. Gryphon Financial Partners LLC’s holdings in CoreWeave were worth $3,558,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Proficio Capital Partners LLC raised its stake in CoreWeave by 446,194.0% during the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after purchasing an additional 17,847,760 shares during the period. Vanguard Group Inc. grew its stake in shares of CoreWeave by 109.7% during 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 during the period. Invesco Ltd. increased its holdings 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 buying an additional 2,993,889 shares during the last quarter. Clear Street Group Inc. acquired a new stake in shares of CoreWeave during the 3rd quarter worth $405,199,000. Finally, Lavaca Capital LLC purchased a new position in shares of CoreWeave in the 3rd quarter worth $273,700,000.

CoreWeave Stock Performance

Shares of NASDAQ:CRWV opened at $81.47 on Friday. The business’s 50-day simple moving average is $89.37 and its 200 day simple moving average is $97.64. The company has a market cap of $34.14 billion and a P/E ratio of -25.46. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.46 and a current ratio of 0.46. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00.

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

Insider Activity

In related news, CEO Michael N. Intrator sold 111,427 shares of the firm’s stock in a transaction 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 sale, the chief executive officer directly owned 5,922,620 shares of the company’s stock, valued at approximately $428,738,461.80. This trade represents a 1.85% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $79.36, for a total transaction of $22,320,000.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 4,953,484 shares of company stock worth $419,999,844.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced general availability of NVIDIA HGX B300 (Blackwell Ultra) instances at NVIDIA GTC — this upgrades CoreWeave’s AI-native cloud with next‑gen GPUs (faster, more efficient), supporting higher-margin, production AI workloads and strengthening its competitive moat. CoreWeave Expands AI Cloud With NVIDIA HGX B300
• Positive Sentiment: Integration with Cline to power autonomous coding systems — positions CoreWeave as a back‑end provider for next‑gen AI agents and inference workloads, expanding addressable market beyond raw GPU rental to higher-value software+inference services. CoreWeave Integrates With Cline
• Positive Sentiment: Bullish research narratives highlight a huge backlog and massive forward revenue visibility — analysts and bullish pieces (e.g., Seeking Alpha) call CRWV undervalued vs. peers, supporting longer‑term upside expectations. CoreWeave: Deeply Undervalued
• Neutral Sentiment: CoreWeave is a notable holding in thematic ETFs (e.g., ARKK) — ETF flows could amplify moves in either direction but aren’t an immediate company-specific catalyst. Is the ARK Innovation ETF Finding a Floor?
• Neutral Sentiment: Reported short‑interest data looks anomalous/zeroed out — current readings provide no clear short‑pressure signal and appear unreliable. (Internal data entries)
• Negative Sentiment: Significant insider selling this week — CFO Nitin Agrawal sold ~38.5k shares (~$3.2M) and other executives (Brannin Mcbee) executed large sales; sizable insider dispositions can weigh on near‑term sentiment and signal liquidity needs or personal diversification. Insider Selling: CoreWeave CFO Sells Shares
• Negative Sentiment: Recent quarterly results missed EPS and show negative margins and return on equity despite strong top-line growth — investors remain sensitive to when scale converts to profitability. (MarketBeat earnings summary)

Analyst Ratings Changes

A number of brokerages recently weighed in on CRWV. Sanford C. Bernstein initiated coverage on CoreWeave in a report on Thursday, March 5th. They issued an “underperform” rating and a $56.00 target price on the stock. Wells Fargo & Company cut their price objective on CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. DA Davidson lifted their price objective on CoreWeave from $110.00 to $125.00 and gave the company a “buy” rating in a research note on Friday, February 27th. The Goldman Sachs Group began coverage on CoreWeave in a report on Monday, January 12th. They set a “neutral” rating and a $86.00 target price for the company. Finally, Truist Financial increased their target price 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. Eighteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, CoreWeave has an average rating of “Moderate Buy” and an average price target of $122.35.

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.