IronBridge Private Wealth LLC Invests $1.67 Million in CoreWeave Inc. $CRWV

IronBridge Private Wealth LLC bought a new stake in CoreWeave Inc. (NASDAQ:CRWV) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 12,216 shares of the company’s stock, valued at approximately $1,672,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CRWV. Costello Asset Management INC increased its holdings in shares of CoreWeave by 33.3% in the second quarter. Costello Asset Management INC now owns 400 shares of the company’s stock valued at $65,000 after purchasing an additional 100 shares during the period. Family Legacy Financial Solutions LLC boosted its position in CoreWeave by 166.7% in the third 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 during the last quarter. CoreCap Advisors LLC boosted its position in CoreWeave by 29.6% in the third quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock valued at $88,000 after buying an additional 147 shares during the last quarter. Chelsea Counsel Co. acquired a new position in CoreWeave in the 2nd quarter worth approximately $33,000. Finally, HighMark Wealth Management LLC purchased a new position in CoreWeave during the 3rd quarter worth approximately $27,000.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Large commercial backlog supports long-term revenue visibility — Zacks notes CoreWeave reported a $55.6B backlog (Q3 2025) driven by AI cloud demand, which underpins long-term contract revenue potential and positive upside if execution improves. Can CoreWeave Convert Its $55B Backlog Into Profitable Growth?
• Positive Sentiment: High-profile media support: Jim Cramer has put CRWV back on his radar, a short-term sentiment boost that can attract retail inflows and help stabilize the stock if fundamentals and execution signs follow. “CoreWeave (CRWV)’s Stock is Coming Back,” Says Jim Cramer
• Neutral Sentiment: Analyst/market positioning is mixed — coverage notes a rebound underway but flags limited upside due to execution risk, negative cash flow, and likely dilution over time; this suggests range-bound trading until clear capacity and profit progress. CoreWeave Is Rebounding, But Insider Selling Threatens Upside
• Negative Sentiment: Multiple securities lawsuits and law-firm alerts allege CoreWeave misled investors about data-center timing and infrastructure risks (Denton TX cited); Hagens Berman highlights alleged market cap loss and execution transparency concerns — these actions increase legal risk and near-term selling pressure. CRWV Investor Alert: Hagens Berman Investigating Claims Against CoreWeave, Inc.
• Negative Sentiment: New fraud/class-action alert filed and publicized by Bleichmar Fonti & Auld and others, with a March 13, 2026 lead-plaintiff deadline — continued headlines from multiple firms amplify investor concern and volatility. CRWV FRAUD ALERT: CoreWeave, Inc. Faces Securities Fraud Class Action
• Negative Sentiment: Material insider selling: director/officer Brannin McBee disclosed sales totaling ~166.7k shares across filings (~$16M at ~ $95.29 avg), which can signal profit-taking and add selling pressure as insiders still control significant stock. SEC Form 4 – Insider Sale

CoreWeave Price Performance

CRWV stock opened at $91.79 on Friday. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49. The business has a 50 day simple moving average of $80.21 and a 200-day simple moving average of $105.76. The firm has a market capitalization of $35.47 billion and a PE ratio of -63.30. CoreWeave Inc. has a 1 year low of $33.51 and a 1 year high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its 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 during the quarter, compared to analyst estimates of $1.28 billion. The firm’s revenue was up 133.7% compared to the same quarter last year. During the same period last year, the business earned ($1.82) earnings per share.

Insider Activity

In other news, insider Brian M. Venturo sold 154,479 shares of CoreWeave stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $78.11, for a total transaction of $12,066,354.69. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Brannin Mcbee sold 35,335 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $95.29, for a total value of $3,367,072.15. The SEC filing for this sale provides additional information. Insiders sold a total of 7,924,520 shares of company stock valued at $886,411,926 in the last 90 days.

Analysts Set New Price Targets

Several analysts have recently commented on CRWV shares. Bank of America dropped their price objective on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a report on Tuesday, November 11th. Cantor Fitzgerald restated an “overweight” rating and issued a $174.00 price target on shares of CoreWeave in a research note on Wednesday, November 5th. Melius Research set a $140.00 price objective on shares of CoreWeave in a research report on Tuesday, November 11th. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $110.00 target price on shares of CoreWeave in a research report on Tuesday, November 11th. Finally, Loop Capital cut their target price on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Sixteen equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $122.43.

CoreWeave 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.