Voya Investment Management LLC Purchases New Position in CoreWeave Inc. $CRWV

Voya Investment Management LLC bought a new stake in CoreWeave Inc. (NASDAQ:CRWV) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 807,904 shares of the company’s stock, valued at approximately $110,562,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Family Legacy Financial Solutions LLC increased its position in shares of CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after buying an additional 125 shares in the last quarter. Chelsea Counsel Co. acquired a new stake in shares of CoreWeave during the second quarter worth about $33,000. Archer Investment Corp bought a new position in shares of CoreWeave during the 2nd quarter valued at about $34,000. Chilton Capital Management LLC acquired a new position in shares of CoreWeave in the 2nd quarter valued at approximately $39,000. Finally, TD Waterhouse Canada Inc. bought a new stake in CoreWeave during the 2nd quarter worth approximately $47,000.

Key Stores Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced it will join the Department of Energy’s Genesis Mission — a high‑profile government program pairing AI and supercomputing for national research and energy innovation. That contract/partnership news is the primary catalyst cited across outlets for the rally. BusinessWire: CoreWeave Joins DOE Genesis
• Positive Sentiment: Citi reaffirmed a Buy on CRWV (new $135 price target), and other brokerage/independent upgrades (including bullish writeups and “Strong Buy” pieces) amplified demand by framing CoreWeave as a beneficiary of surging AI compute demand and large contract backlog. Analyst optimism likely fed short‑covering and fresh buying. Yahoo Finance: Citi Buy
• Positive Sentiment: Fundamental bulls point to very strong revenue/backlog growth (Q3 revenue +~134% YoY; reported backlog cited at ~$55.6B) and long‑dated take‑or‑pay contracts that raise revenue visibility — arguments repeated in upgrade coverage. That narrative supports re-rating despite past volatility. Seeking Alpha: Screaming Buy
• Neutral Sentiment: Technical and options commentary is intensifying: chart analysts are highlighting new support/resistance levels and volume nodes — this elevates short‑term momentum trading and may increase intraday volatility (technical videos and options corner pieces noted). YouTube: Options Corner: CRWV Technical Trends
• Neutral Sentiment: Heavy media attention (TV commentators and social buzz) is driving FOMO; that amplifies flows but doesn’t change core fundamentals — good for momentum, ambiguous for long‑term valuation. YouTube: DOE Partnership Powers CRWV Comeback Rally
• Negative Sentiment: Insider selling: CFO Nitin Agrawal disclosed a sale of 36,317 shares (~$2.5M) and other insiders have reduced holdings recently — investors often view clustered insider sales as a caution signal even when the company posts strong growth. SEC Form 4
• Negative Sentiment: Balance‑sheet and execution risks remain a meaningful counterweight: analysts and pieces warning about high leverage, heavy CapEx and supply‑chain pressure (and a ~50% pullback from recent highs cited by some outlets) argue the stock remains vulnerable if growth or margins slip. These concerns limit how far and how fast multiple expansion can run. Zacks: CRWV Crash Analysis Fool: Growth vs Leverage Risk

Analyst Ratings Changes

Several research firms have recently weighed in on CRWV. Wells Fargo & Company reduced their price target on shares of CoreWeave from $170.00 to $150.00 and set an “overweight” rating for the company in a report on Wednesday, November 12th. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $110.00 price target on shares of CoreWeave in a research note on Tuesday, November 11th. Jefferies Financial Group decreased their price objective on CoreWeave from $180.00 to $155.00 and set a “buy” rating for the company in a report on Tuesday, November 11th. Roth Capital assumed coverage on CoreWeave in a research note on Thursday, December 4th. They issued a “buy” rating and a $110.00 target price on the stock. Finally, DA Davidson reissued an “underperform” rating and issued a $36.00 price objective on shares of CoreWeave in a research report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, CoreWeave presently has a consensus rating of “Hold” and an average target price of $127.70.

CoreWeave Stock Performance

Shares of NASDAQ:CRWV opened at $83.00 on Friday. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. CoreWeave Inc. has a 12-month low of $33.51 and a 12-month high of $187.00. The company’s 50 day moving average price is $98.57 and its two-hundred day moving average price is $118.44. The firm has a market cap of $32.07 billion and a PE ratio of -57.24.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings results on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) 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 analyst estimates of $1.28 billion. The company’s quarterly revenue was up 133.7% compared to the same quarter last year. During the same period in the prior year, the company earned ($1.82) EPS.

Insider Buying and Selling

In related news, major shareholder Magnetar Financial Llc sold 1,149,406 shares of the company’s stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $139.37, for a total transaction of $160,192,714.22. Following the completion of the sale, the insider owned 341,592 shares of the company’s stock, valued at $47,607,677.04. This represents a 77.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders sold a total of 21,438,483 shares of company stock valued at $2,867,073,366 over the last three months.

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.