8,603 Shares in CoreWeave Inc. $CRWV Purchased by Rafferty Asset Management LLC

Rafferty Asset Management LLC bought a new position in CoreWeave Inc. (NASDAQ:CRWV) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 8,603 shares of the company’s stock, valued at approximately $1,177,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CRWV. Renaissance Capital LLC increased its position in shares of CoreWeave by 49.9% during the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock valued at $6,454,000 after purchasing an additional 15,697 shares during the last quarter. Munro Partners lifted its position in CoreWeave by 5,272.4% in the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock worth $84,366,000 after buying an additional 605,010 shares during the last quarter. AE Wealth Management LLC purchased a new stake in CoreWeave in the third quarter worth approximately $4,241,000. HWG Holdings LP bought a new position in CoreWeave during the third quarter valued at approximately $1,863,000. Finally, Liontrust Investment Partners LLP bought a new position in CoreWeave during the second quarter valued at approximately $5,692,000.

CoreWeave Stock Performance

NASDAQ:CRWV opened at $72.99 on Friday. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.49 and a current ratio of 0.46. CoreWeave Inc. has a fifty-two week low of $33.51 and a fifty-two week high of $187.00. The firm has a market cap of $30.58 billion and a PE ratio of -22.81. The business has a 50 day moving average price of $88.48 and a 200-day moving average price of $98.68.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The firm had revenue of $1.57 billion during the quarter. The company’s quarterly revenue was up 110.4% compared to the same quarter last year.

Insider Buying and Selling at CoreWeave

In related news, insider Brian M. Venturo sold 281,250 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $87.75, for a total transaction of $24,679,687.50. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Brannin Mcbee sold 102,835 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The shares were 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. The trade was a 35.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 4,621,335 shares of company stock worth $395,458,845.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on CRWV shares. Deutsche Bank Aktiengesellschaft upgraded shares of CoreWeave from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $100.00 to $140.00 in a report on Tuesday, January 27th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $131.00 target price on shares of CoreWeave in a report on Friday, February 27th. Mizuho decreased their target price on shares of CoreWeave from $100.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday, February 27th. Morgan Stanley boosted their price target on shares of CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. Finally, Roth Mkm restated a “buy” rating on shares of CoreWeave in a research report on Monday, February 23rd. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $122.35.

Key CoreWeave News

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.

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.