Oak Ridge Investments LLC Takes $2.44 Million Position in CoreWeave Inc. $CRWV

Oak Ridge Investments LLC purchased a new stake in shares of CoreWeave Inc. (NASDAQ:CRWV) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 34,083 shares of the company’s stock, valued at approximately $2,441,000.

A number of other institutional investors have also recently added to or reduced their stakes in CRWV. Family Legacy Financial Solutions LLC grew its position 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 acquiring an additional 125 shares during the period. HighMark Wealth Management LLC purchased a new stake in CoreWeave during the third quarter valued at about $27,000. OLD Second National Bank of Aurora purchased a new stake in CoreWeave during the third quarter valued at about $27,000. KERR FINANCIAL PLANNING Corp purchased a new stake in CoreWeave during the third quarter valued at about $27,000. Finally, Princeton Global Asset Management LLC purchased a new stake in CoreWeave during the third quarter valued at about $28,000.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Landmark deals with Meta (an expanded, reported $21 billion agreement) and a multi-year partnership with Anthropic have materially de-risked long‑term revenue expectations and are the primary catalyst behind recent buying interest. Read More.
• Positive Sentiment: Several firms raised ratings/targets (DA Davidson lifted its price target from $125 to $175; other shops initiated/raised coverage), which supports further upside by validating growth projections. Analyst upgrades have amplified the rally. Read More.
• Positive Sentiment: Heavy institutional accumulation and unusually high trading volume (and call‑option activity) suggest conviction among large funds that CoreWeave will capture significant AI infra share—this momentum is attracting more buyers. Read More.
• Neutral Sentiment: Analyst and media pieces highlight a broader AI demand rebound (geopolitics and supply bottlenecks easing); this sector tailwind benefits CoreWeave but is not company‑specific. Read More.
• Neutral Sentiment: Coverage and bullish writeups (Seeking Alpha, The Motley Fool) point to a growing backlog and financing moves (senior notes / asset financing) that fund expansion; these lower near‑term cash risk but add execution dependence. Read More.
• Negative Sentiment: Significant insider selling has been reported (CEO and other insiders sold multi‑million dollar stakes), which can spook some investors even if sales are for diversification/liquidity. Read More.
• Negative Sentiment: Operational and profitability risks remain: recent EPS misses, negative margins and high leverage mean CoreWeave must execute large cap‑ex projects and convert contracts into profitable scale—misses or execution delays could reverse gains. Read More.
• Negative Sentiment: Despite upbeat research notes (e.g., Macquarie flagging upside), the stock has shown pre‑market weakness at times—suggesting some traders are taking profits after the run-up. Monitor flows and short‑term volume behavior. Read More.

Insiders Place Their Bets

In other CoreWeave news, CEO Michael N. Intrator sold 244,017 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $78.77, for a total transaction of $19,221,219.09. Following the transaction, the chief executive officer owned 5,707,978 shares in the company, valued at $449,617,427.06. The trade was a 4.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brian M. Venturo sold 1,125,000 shares of the business’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $80.86, for a total value of $90,967,500.00. Following the completion of the transaction, the insider owned 285,327 shares in the company, valued at approximately $23,071,541.22. This trade represents a 79.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 7,345,594 shares of company stock worth $612,908,118 over the last quarter.

Wall Street Analyst Weigh In

CRWV has been the subject of a number of research reports. Weiss Ratings reissued a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Jefferies Financial Group lowered 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. Macquarie Infrastructure reissued a “neutral” rating and set a $115.00 price target on shares of CoreWeave in a research report on Tuesday, January 27th. Citizens Jmp reissued a “market outperform” rating and set a $180.00 price target on shares of CoreWeave in a research report on Friday, February 27th. Finally, Deutsche Bank Aktiengesellschaft raised CoreWeave from a “hold” rating to a “buy” rating and boosted their price target for the company from $100.00 to $140.00 in a research report on Tuesday, January 27th. Nineteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $123.58.

CoreWeave Trading Up 8.1%

Shares of CRWV opened at $110.24 on Tuesday. The stock’s 50-day moving average is $85.82 and its two-hundred day moving average is $94.27. The stock has a market cap of $46.19 billion and a PE ratio of -34.45. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month high of $187.00. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). The company had revenue of $1.57 billion for the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The business’s revenue was up 110.4% on a year-over-year basis.

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.