Rakuten Investment Management Inc. Takes Position in CoreWeave Inc. $CRWV

Rakuten Investment Management Inc. purchased a new position in shares of CoreWeave Inc. (NASDAQ:CRWV) in the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 50,960 shares of the company’s stock, valued at approximately $6,974,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Costello Asset Management INC raised its position in CoreWeave by 33.3% during the 2nd quarter. Costello Asset Management INC now owns 400 shares of the company’s stock worth $65,000 after buying an additional 100 shares during the last quarter. Family Legacy Financial Solutions LLC boosted its holdings in shares of 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 acquiring an additional 125 shares in the last quarter. CoreCap Advisors LLC increased its stake in shares of CoreWeave by 29.6% during the third quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock worth $88,000 after acquiring an additional 147 shares during the period. Chelsea Counsel Co. acquired a new position in shares of CoreWeave during the second quarter worth about $33,000. Finally, HighMark Wealth Management LLC acquired a new stake in CoreWeave in the third quarter valued at about $27,000.

Insider Transactions at CoreWeave

In other news, major shareholder Magnetar Financial Llc sold 804,514 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $138.48, for a total transaction of $111,409,098.72. Following the completion of the transaction, the insider directly owned 302,294 shares of the company’s stock, valued at $41,861,673.12. This trade represents a 72.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $137.80, for a total value of $38,756,250.00. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 7,924,520 shares of company stock valued at $886,411,926.

Analysts Set New Price Targets

Several equities analysts have issued reports on CRWV shares. Barclays dropped their target price on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Monday, January 12th. DA Davidson set a $68.00 price objective on CoreWeave and gave the stock a “neutral” rating in a report on Monday, January 5th. Melius Research set a $140.00 price objective on CoreWeave in a research report on Tuesday, November 11th. Wells Fargo & Company decreased their target price 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. Finally, Mizuho set a $92.00 price target on shares of CoreWeave in a report on Tuesday, December 16th. Sixteen investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $122.43.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: High‑profile bullish mentions and industry demand: Jim Cramer and other commentators have highlighted CoreWeave as a recovery candidate given strong AI cloud demand, supporting upside if execution improves. “CoreWeave (CRWV)’s Stock is Coming Back,” Says Jim Cramer
• Positive Sentiment: Large revenue backlog points to meaningful demand: Analysts note a multi‑billion backlog (reported ~ $55B by Q3 2025), which, if converted, supports long‑term revenue growth and justifies investor interest in capacity expansion. Can CoreWeave Convert Its $55B Backlog Into Profitable Growth?
• Neutral Sentiment: Operational/revenue upside is offset by insider selling and execution risk: commentary shows the stock is rebounding, but insiders hold ~25% and have been selling into gains — a potential cap on rallies until demonstrating reliable data‑center builds and cash‑flow progress. CoreWeave Is Rebounding, But Insider Selling Threatens Upside
• Negative Sentiment: Regulatory / litigation risk intensified: Hagens Berman has opened an investigation alleging CoreWeave misled investors about its ability to scale and meet guidance, flagging alleged Denton, TX completion failures — this kind of probe increases short‑term downside and volatility. CRWV Investor Alert: Hagens Berman Investigating Claims Against CoreWeave, Inc.
• Negative Sentiment: Multiple class‑action filings and law‑firm notices: Several firms (e.g., Pomerantz, Levi & Korsinsky, and others) have filed suits or issued deadline alerts for a lead‑plaintiff motion (March 13, 2026), amplifying legal uncertainty and potential settlement/defense costs. Expect continued headline risk and selling pressure until these matters are clarified. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc.

CoreWeave Stock Down 2.4%

CRWV opened at $91.79 on Friday. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49. The company has a market cap of $35.47 billion and a price-to-earnings ratio of -63.30. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The business’s fifty day moving average is $80.21 and its two-hundred day moving average is $105.76.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings results on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.36) by $0.14. The firm had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the firm earned ($1.82) EPS. The company’s quarterly revenue was up 133.7% compared to the same quarter last year.

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.