Jones Financial Companies Lllp raised its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 280.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 38,280 shares of the company’s stock after purchasing an additional 28,210 shares during the quarter. Jones Financial Companies Lllp’s holdings in CoreWeave were worth $5,239,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also recently made changes to their positions in the company. Family Legacy Financial Solutions LLC grew 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 worth $27,000 after acquiring an additional 125 shares in the last quarter. HighMark Wealth Management LLC bought a new stake in shares of CoreWeave in the 3rd quarter valued at approximately $27,000. OLD Second National Bank of Aurora purchased a new position in shares of CoreWeave in the 3rd quarter worth approximately $27,000. Princeton Global Asset Management LLC purchased a new position in shares of CoreWeave in the 3rd quarter worth approximately $28,000. Finally, Archer Investment Corp bought a new position in shares of CoreWeave during the 2nd quarter valued at approximately $34,000.
Insiders Place Their Bets
In other CoreWeave news, insider Brannin Mcbee sold 102,835 shares of CoreWeave stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $78.61, for a total transaction of $8,083,859.35. Following the completion of the sale, the insider directly owned 185,181 shares of the company’s stock, valued at $14,557,078.41. The trade was a 35.70% 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 the company’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $87.57, for a total value of $24,629,062.50. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,512,893 shares of company stock worth $374,594,594 in the last ninety days.
CoreWeave Trading Up 20.5%
CoreWeave (NASDAQ:CRWV – Get Free Report) last issued its earnings results on Monday, November 10th. The company reported ($0.22) 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 analysts’ expectations of $1.28 billion. During the same period last year, the business posted ($1.82) earnings per share. The business’s revenue was up 133.7% compared to the same quarter last year.
Wall Street Analyst Weigh In
Several research firms have commented on CRWV. Jefferies Financial Group dropped their price objective on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Needham & Company LLC reaffirmed a “hold” rating on shares of CoreWeave in a research note on Monday, January 26th. Mizuho upped their price target on shares of CoreWeave from $92.00 to $100.00 and gave the company a “neutral” rating in a report on Monday, January 26th. Barclays decreased their price objective on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research note on Monday, January 12th. Finally, Wells Fargo & Company cut their target price on CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. Eighteen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $127.27.
View Our Latest Report on CoreWeave
Key Headlines Impacting CoreWeave
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: CoreWeave rolled out a major consumer-facing brand campaign, “Ready for Anything, Ready for AI,” increasing visibility during the Winter Olympics and reinforcing its positioning as a purpose-built AI cloud provider. This can help sentiment and customer awareness. CoreWeave Introduces a New Brand Vision
- Positive Sentiment: Product update: CoreWeave introduced “ARENA,” a lab for AI production‑readiness aimed at enterprise testing and deployment — a concrete product that supports revenue monetization and customer stickiness for production AI workloads. Introducing CoreWeave ARENA
- Neutral Sentiment: Sector context: Market commentary about bitcoin‑miner-to‑AI‑landlord pivots highlights infrastructure demand and validates the addressable market for providers like CoreWeave — background support for the stock but not a direct company announcement. The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords (CRWV)
- Neutral Sentiment: Administrative items: CoreWeave set its Q4 / FY2025 earnings date and conference call (investors should watch for guidance/metrics on capacity and revenue conversion). CoreWeave Announces Date of Fourth Quarter and Fiscal Year 2025 Financial Results
- Negative Sentiment: Multiple law firms filed or announced investigations/class actions alleging securities fraud and misrepresentations about CoreWeave’s ability to scale infrastructure and meet guidance — Hagens Berman specifically flagged alleged data‑center delays and concealed infrastructure risks. These actions create legal risk, potential distraction, and could pressure the stock if litigation progresses. Hagens Berman Investigating Claims Against CoreWeave
- Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks of shares in early February (SEC filings), which investors often view as a negative signal about insider conviction even if sales are for diversification or tax reasons. Insider Sales by Brannin McBee
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.
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