Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Purchases Shares of 10,089 CoreWeave Inc. $CRWV

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in CoreWeave Inc. (NASDAQ:CRWV) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 10,089 shares of the company’s stock, valued at approximately $722,000. CoreWeave makes up about 1.1% of Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s investment portfolio, making the stock its 21st largest holding.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. increased its position in shares of CoreWeave by 358.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 57,545 shares of the company’s stock worth $4,121,000 after acquiring an additional 44,982 shares in the last quarter. Intech Investment Management LLC bought a new stake in shares of CoreWeave during the fourth quarter worth about $3,680,000. Foundations Investment Advisors LLC increased its position in shares of CoreWeave by 444.0% during the fourth quarter. Foundations Investment Advisors LLC now owns 37,639 shares of the company’s stock worth $2,695,000 after acquiring an additional 30,720 shares in the last quarter. Thoroughbred Financial Services LLC increased its position in shares of CoreWeave by 8.8% during the fourth quarter. Thoroughbred Financial Services LLC now owns 22,247 shares of the company’s stock worth $1,593,000 after acquiring an additional 1,794 shares in the last quarter. Finally, Kingsview Wealth Management LLC increased its position in shares of CoreWeave by 74.1% during the fourth quarter. Kingsview Wealth Management LLC now owns 12,628 shares of the company’s stock worth $904,000 after acquiring an additional 5,373 shares in the last quarter.

Insider Buying and Selling

In related news, Director Jack D. Cogen sold 986,540 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $107.80, for a total transaction of $106,349,012.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, major shareholder Magnetar Financial Llc sold 1,404,667 shares of the business’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $118.30, for a total transaction of $166,172,106.10. Following the transaction, the insider owned 282,570 shares in the company, valued at approximately $33,428,031. This trade represents a 83.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 26,437,759 shares of company stock worth $2,956,526,995.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $135.00 target price on shares of CoreWeave in a research report on Friday, May 8th. Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research report on Friday, February 27th. Sanford C. Bernstein boosted their target price on shares of CoreWeave from $56.00 to $67.00 and gave the stock an “underperform” rating in a research report on Tuesday, April 14th. JPMorgan Chase & Co. boosted their target price on shares of CoreWeave from $90.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Finally, Citizens Jmp reissued a “market outperform” rating and set a $180.00 target price on shares of CoreWeave in a research report on Friday, February 27th. Nineteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $129.63.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave launched unified agentic AI capabilities that link training and inference in a closed feedback loop, a move that could deepen its role in the AI stack beyond basic cloud infrastructure and support longer-term growth expectations. CoreWeave’s Closed Loop Agentic AI Aims To Reshape Growth Expectations
• Positive Sentiment: Analysts remain constructive overall, with Citi recently raising its price target to $158 and maintaining a Buy rating, reinforcing the view that CRWV remains a momentum name tied to AI spending. Here’s What Analysts Think About CoreWeave, Inc. (CRWV)
• Positive Sentiment: CoreWeave said it will present at the BofA Securities Global Technology Conference on June 3, which could keep investor attention on the name and provide another platform to discuss AI demand and strategy. CoreWeave to Participate in the BofA Securities Global Technology Conference
• Neutral Sentiment: Short-interest data showed no meaningful change in the latest report, so while short-selling remains a talking point, the newest figures do not add a fresh technical catalyst.
• Negative Sentiment: Several recent articles focus on why investors are shorting CRWV and question whether the company’s backlog fully supports its high valuation, suggesting some traders remain wary of the stock’s fundamentals. Here’s why investors are shorting CoreWeave stock CoreWeave: Something Doesn’t Add Up About The Backlog

CoreWeave Stock Up 2.5%

CoreWeave stock opened at $106.86 on Friday. CoreWeave Inc. has a fifty-two week low of $63.80 and a fifty-two week high of $187.00. The stock has a market cap of $47.83 billion, a PE ratio of -34.36 and a beta of 7.84. The firm’s 50-day simple moving average is $102.09 and its 200 day simple moving average is $90.49. The company has a debt-to-equity ratio of 3.68, a quick ratio of 0.31 and a current ratio of 0.31.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 43.07% and a negative net margin of 25.57%.The firm had revenue of $1.57 billion for the quarter. The business’s revenue was up 110.4% compared to the same quarter last year. Research analysts predict that CoreWeave Inc. will post -4.58 EPS for the current fiscal 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.