Chilton Capital Management LLC Takes Position in CoreWeave Inc. $CRWV

Chilton Capital Management LLC acquired a new stake in CoreWeave Inc. (NASDAQ:CRWV) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 241 shares of the company’s stock, valued at approximately $39,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of CRWV. Cisco Systems Inc. bought a new stake in CoreWeave in the second quarter valued at approximately $173,493,000. Sivia Capital Partners LLC bought a new position in CoreWeave during the second quarter worth $39,824,000. Sumitomo Mitsui Trust Group Inc. acquired a new position in shares of CoreWeave in the second quarter valued at $34,284,000. CWM LLC increased its holdings in shares of CoreWeave by 283.0% in the second quarter. CWM LLC now owns 166,663 shares of the company’s stock valued at $27,176,000 after purchasing an additional 123,147 shares during the last quarter. Finally, Carnegie Investment Counsel bought a new position in shares of CoreWeave in the second quarter valued at about $15,073,000.

CoreWeave Price Performance

Shares of NASDAQ CRWV opened at $132.55 on Monday. The business has a fifty day moving average price of $117.56 and a two-hundred day moving average price of $111.71. The stock has a market capitalization of $64.76 billion and a PE ratio of -116.27. The company has a debt-to-equity ratio of 2.79, a current ratio of 0.52 and a quick ratio of 0.52. CoreWeave Inc. has a fifty-two week low of $33.51 and a fifty-two week high of $187.00.

CoreWeave (NASDAQ:CRWV) last released its earnings results on Tuesday, August 12th. The company reported ($0.27) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.20) by ($0.07). The firm had revenue of $1.21 million during the quarter. The company’s revenue for the quarter was up 206.7% compared to the same quarter last year. CoreWeave has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS.

Insider Activity

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 1,451,063 shares of the business’s stock in a transaction that occurred on Friday, September 19th. The shares were sold at an average price of $125.60, for a total transaction of $182,253,512.80. Following the completion of the transaction, the insider directly owned 363,631 shares in the company, valued at $45,672,053.60. The trade was a 79.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Jack D. Cogen sold 1,112,004 shares of the company’s stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $94.69, for a total value of $105,295,658.76. Following the sale, the director owned 12,329,676 shares of the company’s stock, valued at $1,167,497,020.44. The trade was a 8.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 32,330,386 shares of company stock worth $3,988,396,579.

Analysts Set New Price Targets

CRWV has been the topic of a number of research reports. Melius Research set a $165.00 price target on shares of CoreWeave and gave the company a “buy” rating in a research note on Tuesday, September 23rd. Macquarie increased their target price on CoreWeave from $115.00 to $140.00 and gave the stock a “neutral” rating in a research note on Monday, September 29th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of CoreWeave in a report on Wednesday, August 13th. Arete raised CoreWeave from a “neutral” rating to a “buy” rating and set a $180.00 price objective on the stock in a report on Thursday, August 21st. Finally, Argus reissued a “buy” rating and set a $200.00 target price on shares of CoreWeave in a report on Thursday, August 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $127.64.

CoreWeave Company Profile

CoreWeave, Inc engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.