Danske Bank A S purchased a new stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 61,600 shares of the company’s stock, valued at approximately $4,411,000.
A number of other large investors also recently bought and sold shares of the stock. Mutual Advisors LLC lifted its holdings in CoreWeave by 16.8% in the fourth quarter. Mutual Advisors LLC now owns 11,901 shares of the company’s stock valued at $852,000 after acquiring an additional 1,713 shares during the period. Oppenheimer & Co. Inc. lifted its holdings in CoreWeave by 64.2% in the fourth quarter. Oppenheimer & Co. Inc. now owns 12,284 shares of the company’s stock valued at $880,000 after acquiring an additional 4,801 shares during the period. Sigma Planning Corp lifted its holdings in CoreWeave by 155.5% in the fourth quarter. Sigma Planning Corp now owns 7,532 shares of the company’s stock valued at $539,000 after acquiring an additional 4,584 shares during the period. Citizens Financial Group Inc. RI lifted its holdings in CoreWeave by 22.3% in the fourth quarter. Citizens Financial Group Inc. RI now owns 12,618 shares of the company’s stock valued at $904,000 after acquiring an additional 2,297 shares during the period. Finally, Activest Wealth Management lifted its holdings in CoreWeave by 5,000.0% in the fourth quarter. Activest Wealth Management now owns 2,040 shares of the company’s stock valued at $146,000 after acquiring an additional 2,000 shares during the period.
CoreWeave Stock Up 2.0%
CoreWeave stock opened at $127.89 on Wednesday. The stock has a market capitalization of $56.65 billion, a PE ratio of -39.97 and a beta of 7.84. CoreWeave Inc. has a 12 month low of $49.06 and a 12 month high of $187.00. The business has a 50 day simple moving average of $92.65 and a 200-day simple moving average of $92.43. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46.
Key Headlines Impacting CoreWeave
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: Deal flow and backlog expansion: CoreWeave extended and deepened a long‑term AI infrastructure agreement with Meta (visibility through 2032) and has high‑profile hyperscaler commitments that materially boost revenue backlog and convertibility assumptions. CoreWeave Meta Deal Deepens AI Hyperscaler Ties And Capacity Commitments
- Positive Sentiment: Anthropic and other hyperscaler wins: Coverage frames the Anthropic agreement and similar customer wins as “game‑changing,” underpinning renewed investor interest in CRWV as a core AI‑infra play. CoreWeave’s Anthropic Deal is Game Changing — The AI‑Infra Trade is Heating Up
- Positive Sentiment: Analyst/media bullishness and retail attention: Jim Cramer flagged CRWV for a possible “big surprise” at earnings and several analysts have raised targets; that can drive short‑term retail flows and momentum into the print. Jim Cramer Expects a Big Surprise for CoreWeave
- Positive Sentiment: Macro tailwinds — strong hyperscaler AI capex and tight GPU supply support pricing and demand for CoreWeave’s capacity, which underpins bullish revenue and backlog expectations. $700B AI Boom Is Fueling CoreWeave
- Neutral Sentiment: Earnings as the immediate catalyst — multiple previews note May 7 as the key date; most commentary emphasizes that guidance, backlog conversion cadence and margin tone will drive the next big move. CoreWeave Earnings Loom: What Estimates Say
- Neutral Sentiment: Technical/market flow signals — some traders note a bullish breakout and price‑forecast momentum ahead of earnings; copy‑trading and quant flows are also nibbling, which can amplify moves but are not fundamental changes. CoreWeave (CRWV) Price Forecast: AI Momentum Fuels Breakout Setup
- Negative Sentiment: Major shareholder selling: Magnetar Financial disclosed large sales (including a 209,157‑share block and earlier multi‑hundred‑thousand share disposals), reducing its stake materially — a notable supply event that can pressure sentiment. SEC Filing — Magnetar sale
- Negative Sentiment: Other institutional/insider sales: ARK trimmed ~99,692 shares and other exec/holder sales have been reported; combined disclosures add downside pressure into the earnings catalyst if results/guidance disappoint. Cathie Wood sells $11.8 million in Nvidia-backed stock before earnings
- Negative Sentiment: Execution and profitability risks remain: prior EPS misses, negative margins, high leverage and heavy capex/inventory for GPU capacity mean CRWV’s valuation is tied to successful backlog conversion and margin improvement — any cautious guidance could trigger a sharp pullback. What Should Investors Do With CoreWeave Stock Ahead Of Q1 Earnings?
Analyst Ratings Changes
A number of brokerages have issued reports on CRWV. UBS Group reissued a “neutral” rating on shares of CoreWeave in a report on Friday, January 16th. Citizens Jmp reissued a “market outperform” rating and issued a $180.00 price target on shares of CoreWeave in a report on Friday, February 27th. The Goldman Sachs Group started coverage on CoreWeave in a report on Monday, January 12th. They issued a “neutral” rating and a $86.00 price target for the company. Evercore restated an “outperform” rating and issued a $150.00 price objective on shares of CoreWeave in a research report on Wednesday, April 15th. Finally, Truist Financial boosted their price objective on CoreWeave from $84.00 to $85.00 and gave the company a “hold” rating in a research report on Friday, February 27th. Twenty equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $127.94.
Read Our Latest Report on CRWV
Insider Transactions at CoreWeave
In other news, insider Brannin Mcbee sold 45,850 shares of CoreWeave stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $109.03, for a total value of $4,999,025.50. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brian M. Venturo sold 76,924 shares of CoreWeave stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $113.24, for a total value of $8,710,873.76. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 17,889,015 shares of company stock valued at $1,880,053,802.
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.
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