CoreWeave Inc. $CRWV Shares Purchased by Independent Advisor Alliance

Independent Advisor Alliance grew its stake in shares of CoreWeave Inc. (NASDAQ:CRWV) by 521.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,030 shares of the company’s stock after purchasing an additional 11,772 shares during the quarter. Independent Advisor Alliance’s holdings in CoreWeave were worth $1,920,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the stock. Nvidia Corp lifted its position in CoreWeave by 0.4% during the 2nd quarter. Nvidia Corp now owns 24,277,573 shares of the company’s stock worth $3,958,701,000 after acquiring an additional 95,113 shares in the last quarter. Voya Investment Management LLC purchased a new stake in shares of CoreWeave during the third quarter valued at approximately $110,562,000. Geode Capital Management LLC lifted its position in shares of CoreWeave by 142.6% during the second quarter. Geode Capital Management LLC now owns 716,178 shares of the company’s stock worth $116,809,000 after purchasing an additional 420,915 shares in the last quarter. Munro Partners boosted its stake in shares of CoreWeave by 5,272.4% in the third quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after purchasing an additional 605,010 shares during the period. Finally, Lmdagg L.L.C. purchased a new position in shares of CoreWeave in the second quarter valued at $48,030,000.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia strategic investment and bullish coverage reinforce CoreWeave’s AI infra positioning and provide capital to scale capacity — a tailwind for revenue conversion and long‑term growth. Why this small cloud stock backed by Nvidia could explode in 2026
• Positive Sentiment: Analyst/press pieces note CoreWeave’s recent revenue surge and strong demand for AI compute, supporting a constructive fundamental story despite volatility. Is CoreWeave a Buy After This Big News From Nvidia?
• Neutral Sentiment: Reported short‑interest data for early February is effectively zero/ambiguous (likely a data artifact) — not currently signaling a clear short squeeze or large new short position. (internal short‑interest entry)
• Negative Sentiment: Multiple law firms have filed or announced securities‑fraud class actions and are soliciting lead plaintiffs, alleging CoreWeave misled investors about its ability to scale infrastructure and meet guidance — this creates legal exposure, potential damages, and execution risk. COREWEAVE STOCK NOTICE: CoreWeave, Inc. (CRWV) Accused of Misleading Investors Hagens Berman investigating claims
• Negative Sentiment: Broad solicitor notices from multiple firms (Robbins LLP, Rosen, Bronstein Gewirtz, Schall, DJS, Bernstein Liebhard, etc.) amplify headlines and could pressure selling as investors seek to reduce legal/uncertainty exposure. Robbins LLP notice
• Negative Sentiment: Insider selling (reported in January/early Feb) raises near‑term supply pressure and may cap upside while litigation headlines persist. Insiders Rang in the New Year Selling These Stocks
• Negative Sentiment: Coverage (Yahoo Finance) frames the Nvidia investment amid fresh lawsuits, increasing narrative volatility — investors must weigh the strategic upside against near‑term legal and execution risks. CoreWeave Faces Lawsuits As Nvidia Investment Reframes AI Infrastructure Story

Insider Buying and Selling at CoreWeave

In other CoreWeave news, CEO Michael N. Intrator sold 32,456 shares of the firm’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.08, for a total value of $3,442,932.48. Following the transaction, the chief executive officer owned 5,796,323 shares of the company’s stock, valued at $614,873,943.84. This trade represents a 0.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $91.77, for a total value of $25,810,312.50. The disclosure for this sale is available in the SEC filing. Insiders sold 4,148,628 shares of company stock worth $345,849,709 in the last quarter.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on CRWV. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $174.00 price target on shares of CoreWeave in a research note on Wednesday, November 5th. HC Wainwright reaffirmed a “buy” rating and set a $180.00 target price on shares of CoreWeave in a research report on Wednesday, November 12th. Weiss Ratings reissued a “sell (d-)” rating on shares of CoreWeave in a report on Monday, December 29th. Citigroup restated a “buy” rating and set a $135.00 price objective (down previously from $192.00) on shares of CoreWeave in a research note on Friday, December 19th. Finally, Morgan Stanley upped their target price on CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. Eighteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, CoreWeave presently has a consensus rating of “Moderate Buy” and a consensus target price of $127.27.

CoreWeave Price Performance

Shares of NASDAQ CRWV opened at $88.94 on Tuesday. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66. The company has a market capitalization of $34.37 billion and a price-to-earnings ratio of -61.34. CoreWeave Inc. has a twelve month low of $33.51 and a twelve month high of $187.00. The business has a 50 day simple moving average of $83.63 and a 200-day simple moving average of $103.11.

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

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.