Wealth Enhancement Advisory Services LLC raised its position in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 37.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 78,472 shares of the company’s stock after purchasing an additional 21,568 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in CoreWeave were worth $6,116,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors have also modified their holdings of CRWV. Family Legacy Financial Solutions LLC increased its holdings in 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 buying an additional 125 shares during the last quarter. HighMark Wealth Management LLC purchased a new stake in CoreWeave during the 3rd quarter worth about $27,000. OLD Second National Bank of Aurora purchased a new stake in CoreWeave during the 3rd quarter worth about $27,000. KERR FINANCIAL PLANNING Corp acquired a new position in shares of CoreWeave during the 3rd quarter worth about $27,000. Finally, Princeton Global Asset Management LLC purchased a new position in shares of CoreWeave in the 3rd quarter valued at about $28,000.
Insider Buying and Selling at CoreWeave
In other news, insider Brannin Mcbee sold 22,915 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $82.53, for a total value of $1,891,174.95. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was 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 4,754,685 shares of company stock worth $404,419,462 in the last quarter.
CoreWeave Trading Down 7.0%
CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its quarterly earnings data 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). The firm had revenue of $1.57 billion during the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. CoreWeave’s quarterly revenue was up 110.4% compared to the same quarter last year.
Key Headlines Impacting CoreWeave
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: Expanded AI platform and new customer wins — CoreWeave announced at NVIDIA’s GTC it added HGX B300 hardware for high‑performance AI workloads, introduced tooling for agentic/embodied AI with Weights & Biases and NVIDIA, and disclosed AI deployments with clients such as Zonos and Cline, strengthening its position in AI infrastructure demand. CoreWeave Targets High Intensity AI Workloads With New Platform And Clients
- Positive Sentiment: Analyst upgrade / earlier buying momentum — Reports noted an analyst upgrade that briefly pushed the stock higher, reflecting positive sentiment from at least one sell‑side firm about CoreWeave’s market opportunity. CoreWeave (NASDAQ:CRWV) Trading Up 5.5% Following Analyst Upgrade
- Neutral Sentiment: Investor commentary on strategy and AI market positioning — Coverage and investor letters (e.g., Montaka) discuss CoreWeave as part of the broader AI cloud opportunity; useful context but not a direct catalyst. Here’s Why CoreWeave (CRWV) is Targeting the AI Cloud Opportunity
- Neutral Sentiment: Explanatory press coverage — Features explaining CoreWeave’s business and market focus help investor understanding but are background in nature. Why CoreWeave (CRWV) is Targeting the AI Cloud Opportunity?
- Negative Sentiment: Insider selling by CEO — CEO Michael N. Intrator sold shares (filings show a 50,000‑share transaction at ~$87.34/share and another disclosure of 32,456 shares), representing several million dollars of sales; insider selling is cited as a direct catalyst for downward pressure on the share price. SEC filing link included for the trade details. SEC Form 4 — Insider Sale
- Negative Sentiment: Market reaction to insider sales — Media noted the stock fell sharply after the disclosed insider transactions, amplifying short‑term selling pressure and investor concern despite the company’s product news. CoreWeave (NASDAQ:CRWV) Shares Down 8.1% Following Insider Selling
Analyst Upgrades and Downgrades
Several equities research analysts recently weighed in on the company. Weiss Ratings restated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. Cantor Fitzgerald reissued an “overweight” rating and set a $131.00 price objective on shares of CoreWeave in a report on Friday, February 27th. Citizens Jmp restated a “market outperform” rating and set a $180.00 price objective on shares of CoreWeave in a research report on Friday, February 27th. Wells Fargo & Company lowered their target price on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. Finally, The Goldman Sachs Group started coverage on shares of CoreWeave in a research note on Monday, January 12th. They set a “neutral” rating and a $86.00 price target on the stock. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $121.06.
Get Our Latest Stock Report on CoreWeave
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.
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