Paragon Advisors LLC Purchases 13,868 Shares of CoreWeave Inc. $CRWV

Paragon Advisors LLC raised its position in CoreWeave Inc. (NASDAQ:CRWV) by 88.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,539 shares of the company’s stock after buying an additional 13,868 shares during the quarter. Paragon Advisors LLC’s holdings in CoreWeave were worth $2,115,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Chilton Capital Management LLC boosted its position in shares of CoreWeave by 50.2% in the third quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock valued at $50,000 after acquiring an additional 121 shares during the period. Family Legacy Financial Solutions LLC increased its position in CoreWeave by 166.7% during 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 during the period. CoreCap Advisors LLC increased its position in 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. Pittenger & Anderson Inc. raised its stake in CoreWeave by 36.0% in the 3rd quarter. Pittenger & Anderson Inc. now owns 680 shares of the company’s stock worth $93,000 after purchasing an additional 180 shares in the last quarter. Finally, Banco Santander S.A. raised its stake in CoreWeave by 7.9% in the 3rd quarter. Banco Santander S.A. now owns 2,455 shares of the company’s stock worth $336,000 after purchasing an additional 180 shares in the last quarter.

Analyst Upgrades and Downgrades

CRWV has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft upgraded shares of CoreWeave from a “hold” rating to a “buy” rating and increased their target price for the stock from $100.00 to $140.00 in a research report on Tuesday, January 27th. Roth Mkm reiterated a “buy” rating on shares of CoreWeave in a research report on Monday, February 23rd. Citigroup cut their price target on CoreWeave from $135.00 to $126.00 and set a “buy” rating for the company in a research note on Wednesday, March 4th. The Goldman Sachs Group assumed coverage on CoreWeave in a research report on Monday, January 12th. They set a “neutral” rating and a $86.00 price target on the stock. Finally, Bank of America raised CoreWeave from a “neutral” rating to a “buy” rating and set a $100.00 price objective for the company in a report on Tuesday. Nineteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $121.06.

CoreWeave Price Performance

Shares of NASDAQ:CRWV opened at $87.58 on Thursday. The firm has a 50 day moving average of $89.08 and a 200-day moving average of $97.55. The stock has a market capitalization of $36.70 billion and a PE ratio of -27.37. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 4.46. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month high of $187.00.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The firm had revenue of $1.57 billion for the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The company’s revenue for the quarter was up 110.4% on a year-over-year basis.

Insiders Place Their Bets

In other CoreWeave news, CFO Nitin Agrawal sold 38,456 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $83.23, for a total value of $3,200,692.88. Following the sale, the chief financial officer owned 189,892 shares of the company’s stock, valued at approximately $15,804,711.16. This trade represents a 16.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $83.65, for a total value of $23,526,562.50. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,672,229 shares of company stock valued at $397,217,755 over the last ninety days.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: BofA upgraded CoreWeave to a “Buy” and set a $100 price target, citing the company’s AI positioning — the upgrade helped lift sentiment and likely triggered buying from institutions and momentum players. Analyst: AI Advantage Makes CoreWeave Stock a ‘Buy’
• Positive Sentiment: CoreWeave won a contract with Zonos to power AI-driven cross‑border commerce systems — a commercial win that may translate into multi‑year, recurring cloud revenue and better utilization for its GPU infrastructure. CoreWeave Selected by Zonos
• Positive Sentiment: Analyst writeups (Zacks) highlight the Zonos deal as the kind of recurring, enterprise SaaS-style revenue CoreWeave needs to stabilize growth and margins — reinforcing the view that new enterprise deals can improve revenue quality. CoreWeave Wins Zonos Contract: A New Recurring Revenue Opportunity?
• Neutral Sentiment: Valuation checks and commentary note the recent pullback has made CRWV more approachable for some investors, but opinions differ on whether the stock is fairly priced given execution risk and capex needs. Valuation Check After Recent Pullback
• Neutral Sentiment: Longer-form analysis frames CoreWeave as a “compelling risk/reward” but flags a capex backlog that could weigh on near‑term cash flow — mixed implications for investors balancing growth vs. profitability. Compelling Risk/Reward Despite Capex Backlog
• Neutral Sentiment: Commentary pieces argue CoreWeave (and peers) can counter AI skepticism if execution and product performance continue to improve — supportive narrative but not immediate catalyst. How CoreWeave Can Prove AI Doubters Wrong
• Negative Sentiment: A RiverPark investor letter and other coverage note shares have fallen at times despite >40% revenue growth, underscoring investor concern that top-line momentum hasn’t yet translated into sustainable profits. CoreWeave Fell Despite >40% Revenue Growth
• Negative Sentiment: Broader scrutiny (e.g., Michael Burry‑linked commentary) about accounting and depreciation for AI hardware could keep pressure on valuation multiples for GPU‑heavy cloud providers if regulators or investors demand more conservative assumptions. Was Michael Burry Right About AI Stocks?

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.