E Fund Management Co. Ltd. Invests $1.56 Million in CoreWeave Inc. $CRWV

E Fund Management Co. Ltd. bought a new position in shares of CoreWeave Inc. (NASDAQ:CRWV) in the second quarter, HoldingsChannel.com reports. The firm bought 15,682 shares of the company’s stock, valued at approximately $1,561,000.

Several other hedge funds and other institutional investors have also bought and sold shares of CRWV. Vanguard Group Inc. raised its position in shares of CoreWeave by 275.6% in the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after acquiring an additional 20,487,478 shares in the last quarter. Proficio Capital Partners LLC boosted its position in CoreWeave by 446,194.0% during the third quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock valued at $2,443,013,000 after purchasing an additional 17,847,760 shares in the last quarter. Deutsche Bank AG grew its stake in CoreWeave by 22,624.0% in the fourth quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after purchasing an additional 3,796,077 shares during the last quarter. Altimeter Capital Management LP bought a new position in CoreWeave in the fourth quarter worth about $230,099,000. Finally, Alyeska Investment Group L.P. raised its holdings in CoreWeave by 300.0% in the fourth quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock worth $286,440,000 after purchasing an additional 3,000,000 shares in the last quarter.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Wells Fargo & Company raised their price target on shares of CoreWeave from $155.00 to $160.00 and gave the company an “overweight” rating in a report on Wednesday, August 12th. BNP Paribas Exane started coverage on shares of CoreWeave in a research note on Tuesday, June 2nd. They issued an “outperform” rating and a $192.00 target price for the company. Oppenheimer lifted their price target on shares of CoreWeave from $140.00 to $150.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. Citigroup increased their price objective on CoreWeave from $142.00 to $159.00 and gave the company a “buy” rating in a report on Friday, August 14th. Finally, Roth Capital set a $145.00 price objective on CoreWeave in a research report on Thursday, August 13th. Twenty-two research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $141.10.

Insider Activity at CoreWeave

In other CoreWeave news, CEO Michael N. Intrator sold 278,560 shares of the stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $97.43, for a total transaction of $27,140,100.80. Following the sale, the chief executive officer directly owned 3,138,612 shares in the company, valued at $305,794,967.16. This represents a 8.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jack D. Cogen sold 986,540 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $107.80, for a total value of $106,349,012.00. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 9,180,419 shares of company stock worth $908,571,188. Insiders own 24.20% of the company’s stock.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave reported a strong second quarter, with revenue rising 112.5% year over year to approximately $2.6 billion and adjusted results ahead of consensus. Its backlog reached $104.2 billion, supporting expectations for continued sales growth and operating leverage. CoreWeave Q2 2026 Earnings Call Transcript
• Positive Sentiment: Some analysts remain bullish. A Seeking Alpha rating upgrade cited backlog conversion, improving margins and attractive forward valuation, while Citi and Wedbush reportedly maintained optimistic views despite higher AI infrastructure spending. CoreWeave Rating Upgrade
• Positive Sentiment: Appaloosa Management, led by David Tepper, disclosed a new approximately $107 million position in CoreWeave, providing a notable institutional vote of confidence in the AI infrastructure provider. David Tepper CoreWeave Position
• Neutral Sentiment: CoreWeave’s rapid revenue growth continues to distinguish it from larger, slower-growing technology companies, but comparisons with Amazon and NVIDIA highlight the competitive and capital-intensive nature of the AI infrastructure market. CoreWeave Versus Cloud Giants
• Negative Sentiment: Neocloud stocks faced broad selling as Treasury yields and crude oil prices rose, pressuring highly leveraged companies such as CoreWeave and weighing on technology valuations. Why CoreWeave Stock Is Falling
• Negative Sentiment: Investors are increasingly concerned that AI data-center operators may overspend on capacity, debt and equipment before demand generates sufficient returns. CoreWeave’s high leverage makes it especially sensitive to higher interest rates. Neocloud Overspending Concerns
• Negative Sentiment: Insiders disclosed substantial sales executed under pre-arranged Rule 10b5-1 plans. Brannin McBee sold 250,000 shares for roughly $26.5 million, while EVP Chen Goldberg sold about $679,000; a separate report highlighted a CEO sale of approximately $17 million. Although planned sales do not necessarily signal weakening fundamentals, the transactions add near-term supply and investor caution. CoreWeave Insider Filing

CoreWeave Trading Down 2.5%

Shares of NASDAQ:CRWV opened at $90.87 on Thursday. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 5.53. The business has a 50 day moving average of $90.37 and a two-hundred day moving average of $94.82. CoreWeave Inc. has a 12-month low of $60.55 and a 12-month high of $153.20. The company has a market capitalization of $41.70 billion, a PE ratio of -24.90 and a beta of 7.44.

CoreWeave (NASDAQ:CRWV) last released its earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, topping analysts’ consensus estimates of ($1.52) by $0.38. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The business had revenue of $2.58 billion during the quarter. During the same period in the prior year, the firm earned ($0.27) EPS. The firm’s revenue for the quarter was up 112.5% on a year-over-year basis. As a group, analysts forecast that CoreWeave Inc. will post -5.36 EPS for the current year.

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.