Stephens Inc. AR Purchases Shares of 18,847 CoreWeave Inc. $CRWV

Stephens Inc. AR bought a new stake in shares of CoreWeave Inc. (NASDAQ:CRWV) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 18,847 shares of the company’s stock, valued at approximately $2,579,000.

Other large investors also recently bought and sold shares of the company. Goldman Sachs Group Inc. purchased a new position in shares of CoreWeave in the 1st quarter worth approximately $963,000. Sivia Capital Partners LLC purchased a new position in CoreWeave during the second quarter worth $39,824,000. Western Pacific Wealth Management LP bought a new position in CoreWeave during the second quarter valued at $82,000. Cisco Systems Inc. purchased a new stake in shares of CoreWeave in the second quarter valued at $173,493,000. Finally, Mandatum Life Insurance Co Ltd bought a new stake in shares of CoreWeave in the 2nd quarter worth about $285,000.

Analysts Set New Price Targets

A number of research firms have weighed in on CRWV. DA Davidson set a $68.00 target price on CoreWeave and gave the stock a “neutral” rating in a report on Monday, January 5th. Mizuho set a $92.00 price target on CoreWeave in a research report on Tuesday, December 16th. Citigroup restated a “buy” rating and set a $135.00 target price (down from $192.00) on shares of CoreWeave in a research report on Friday, December 19th. Jefferies Financial Group dropped their price target on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a research report on Monday, January 5th. Finally, Barclays decreased their target price on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $123.81.

CoreWeave Stock Up 6.8%

Shares of NASDAQ CRWV opened at $101.43 on Friday. The stock has a market capitalization of $39.19 billion and a PE ratio of -69.95. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The firm has a fifty day moving average of $79.72 and a 200-day moving average of $107.54. CoreWeave Inc. has a 52-week low of $33.51 and a 52-week high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping the consensus estimate of ($0.36) by $0.14. The firm had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.28 billion. The company’s quarterly revenue was up 133.7% compared to the same quarter last year. During the same period last year, the business posted ($1.82) earnings per share.

Insider Activity at CoreWeave

In related news, major shareholder Magnetar Financial Llc sold 804,514 shares of the company’s stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $138.48, for a total transaction of $111,409,098.72. Following the completion of the sale, the insider directly owned 302,294 shares of the company’s stock, valued at approximately $41,861,673.12. This represents a 72.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $137.80, for a total value of $38,756,250.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 7,884,486 shares of company stock worth $886,347,824 in the last 90 days.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Sector tailwinds and analyst momentum — strong AI demand (sparked by TSMC’s blowout quarter) is lifting GPU‑infrastructure names including CoreWeave, helping buyers chase reopening momentum. Benzinga: TSMC blowout
• Positive Sentiment: Re‑rating stories on beaten‑down AI names — early‑2026 writeups highlight CoreWeave as a high‑growth AI/cloud play that has already delivered outsized moves, attracting momentum buyers and longer‑term bulls. Zacks: 3 beaten-down AI stocks
• Positive Sentiment: Management defense & investor PR — CEO Michael Intrator’s public pushback on criticisms has helped calm some sellers and restore short‑term confidence among retail and quant buyers. Yahoo Finance: CEO pushes back
• Neutral Sentiment: Industry positioning review — MarketBeat ranks CoreWeave among the top GPU‑as‑a‑service names but notes it’s relatively more dependent on third‑party data centers during its build‑out, a mixed operational signal until capacity is owned/secured. MarketBeat: 5 best GPU-as-a-Service
• Neutral Sentiment: Partnerships/supporting demand — coverage noting Galaxy Digital and other hyperscaler links underscores structural demand for CoreWeave’s capacity, but revenue timing depends on data‑center delivery. MarketBeat: Galaxy Digital piece
• Negative Sentiment: Major securities class actions — multiple firms (Hagens Berman and others) have filed or announced investigations alleging misleading statements about Denton (TX) data‑center timing/capacity; litigation risk is the primary driver of the recent selloff and higher volatility. BusinessWire: Hagens Berman
• Negative Sentiment: Widespread law‑firm notices increase legal/distraction risk — multiple plaintiff firms are soliciting lead‑plaintiff roles, raising the chance of costly settlements or prolonged litigation. BusinessWire: Glancy notice
• Negative Sentiment: Insider selling and balance‑sheet concerns — heavy insider dispositions and analyst notes flagging higher 2026 capex, debt and leverage add pressure on sentiment and heighten execution risk if demand or timing slips. InsiderTrades: insider sales Zacks: capex risk

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.