7,000 Shares in CoreWeave Inc. $CRWV Acquired by SPX Gestao de Recursos Ltda

SPX Gestao de Recursos Ltda purchased a new stake in shares of CoreWeave Inc. (NASDAQ:CRWV) in the third quarter, HoldingsChannel reports. The institutional investor purchased 7,000 shares of the company’s stock, valued at approximately $958,000.

Other hedge funds also recently modified their holdings of the company. Family Legacy Financial Solutions LLC boosted its stake in CoreWeave by 166.7% during 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 in the last quarter. HighMark Wealth Management LLC bought a new stake in CoreWeave in the third quarter worth about $27,000. OLD Second National Bank of Aurora acquired a new stake in CoreWeave in the 3rd quarter valued at about $27,000. Aspect Partners LLC acquired a new stake in CoreWeave in the 3rd quarter valued at about $28,000. Finally, Princeton Global Asset Management LLC bought a new position in shares of CoreWeave during the 3rd quarter valued at about $28,000.

CoreWeave Trading Down 2.4%

Shares of NASDAQ CRWV opened at $72.99 on Friday. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The firm has a market capitalization of $30.58 billion and a PE ratio of -22.81. The company has a current ratio of 0.46, a quick ratio of 0.49 and a debt-to-equity ratio of 4.46. The business has a 50-day moving average price of $88.48 and a two-hundred day moving average price of $98.68.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). The business 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%. The business’s quarterly revenue was up 110.4% on a year-over-year basis.

Analyst Ratings Changes

A number of analysts recently commented on CRWV shares. HC Wainwright reiterated a “buy” rating and issued a $180.00 target price on shares of CoreWeave in a report on Monday, March 2nd. Wells Fargo & Company decreased their price target on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Macquarie Infrastructure reiterated a “neutral” rating and set a $115.00 price objective on shares of CoreWeave in a research report on Tuesday, January 27th. Compass Point began coverage on CoreWeave in a research report on Thursday, November 13th. They set a “buy” rating and a $150.00 target price on the stock. Finally, UBS Group reiterated a “neutral” rating on shares of CoreWeave in a research report on Friday, January 16th. Eighteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, CoreWeave presently has a consensus rating of “Moderate Buy” and a consensus target price of $122.35.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Won a multi‑year agreement to power Perplexity’s AI inference workloads, validating CoreWeave’s performance positioning in the high‑margin inference market and supporting long‑term revenue growth. Read More.
• Positive Sentiment: Backlog surged to $66.8B (up >4x YoY), giving strong contract visibility that supports management’s aggressive expansion plan and future revenue conversion. Read More.
• Positive Sentiment: Oppenheimer initiated coverage with an “Outperform” and a $140 price target, signaling conviction in CRWV’s multi‑year growth runway despite current headwinds. Read More.
• Neutral Sentiment: Company presented at the Morgan Stanley TMT conference (analyst/transcript coverage) — useful for model/visibility but not an immediate catalyst. Read More.
• Negative Sentiment: Multiple class‑action filings and numerous law‑firm deadline notices following Q4 results — litigation risk, potential legal costs and management distraction that typically pressure share prices. Read More.
• Negative Sentiment: Large Q4 loss (~$452M), soft guidance and reports of a $30–$35B 2026 capex plan have sparked “capex shock” concerns — raises near‑term cash‑flow and profitability risk despite backlog. Read More. Read More.
• Negative Sentiment: Negative analyst moves (Sanford C. Bernstein “underperform/strong sell” coverage) and recent CFO share sales amplify downside sentiment and signal caution to some investors. Read More. Read More.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, insider Brannin Mcbee sold 102,835 shares of the company’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $73.57, for a total value of $7,565,570.95. Following the transaction, the insider directly owned 185,181 shares of the company’s stock, valued at $13,623,766.17. This represents a 35.70% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Michael N. Intrator sold 111,427 shares of the stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total value of $8,066,200.53. Following the completion of the transaction, the chief executive officer owned 5,922,620 shares in the company, valued at $428,738,461.80. This represents a 1.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,621,335 shares of company stock worth $395,458,845 over the last 90 days.

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.