Entropy Technologies LP Makes New $3.68 Million Investment in CoreWeave Inc. $CRWV

Entropy Technologies LP purchased a new stake in CoreWeave Inc. (NASDAQ:CRWV) in the 3rd quarter, Holdings Channel reports. The firm purchased 26,897 shares of the company’s stock, valued at approximately $3,681,000.

Other large investors have also bought and sold shares of the company. Sivia Capital Partners LLC acquired a new position in shares of CoreWeave during the second quarter worth about $39,824,000. Envestnet Asset Management Inc. acquired a new stake in CoreWeave in the 2nd quarter valued at approximately $1,729,000. Bank of New York Mellon Corp bought a new stake in CoreWeave in the 2nd quarter valued at approximately $12,600,000. Wedbush Securities Inc. bought a new stake in CoreWeave in the 2nd quarter valued at approximately $305,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in CoreWeave during the 2nd quarter worth approximately $7,419,000.

Insider Transactions at CoreWeave

In other news, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $79.33, for a total value of $22,311,562.50. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Nitin Agrawal sold 3,920 shares of CoreWeave stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $73.20, for a total value of $286,944.00. Following the transaction, the chief financial officer owned 169,185 shares of the company’s stock, valued at $12,384,342. This represents a 2.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 4,606,943 shares of company stock valued at $387,628,003.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a report on Friday, February 27th. Citigroup reduced their target price on shares of CoreWeave from $135.00 to $126.00 and set a “buy” rating for the company in a report on Wednesday, March 4th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $131.00 price target on shares of CoreWeave in a research note on Friday, February 27th. Weiss Ratings reissued a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Finally, The Goldman Sachs Group started coverage on CoreWeave in a report on Monday, January 12th. They issued a “neutral” rating and a $86.00 price objective for the company. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average 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: Company rolled out flexible capacity offerings (Flex Reservations and Spot) aimed at lowering customer costs and increasing addressable demand — a product change investors see as revenue/cost-match enabling for production AI workloads. CoreWeave Introduces Flexible Capacity Plans to Accelerate AI Innovation
• Positive Sentiment: Partnership with PhysicsX to train and deploy large physics models highlights expansion into industrial AI and heavy-simulation workloads that require large-scale GPU capacity — supports diversification of demand beyond hyperscaler customers. CoreWeave PhysicsX Deal Highlights Industrial AI And Heavy Compute Potential
• Neutral Sentiment: Short-interest data in the feed is inconsistent/zeroed out (appears to be a reporting artifact) — no clear signal from short-interest stats as published.
• Neutral Sentiment: Analyst/independent pieces are revisiting CoreWeave’s large stated backlog vs. realistic addressable market; these deep-dive takes can influence medium-term expectations but are discussion-focused rather than immediate catalysts. CoreWeave’s $66B Backlog Meets A $30B Reality
• Negative Sentiment: Multiple securities class actions and a wave of law-firm “lead plaintiff” reminders citing alleged misstatements about demand/operations — these suits increase legal and reputational risk and are likely a primary driver of investor concern. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc. and Certain Officers – CRWV
• Negative Sentiment: Hagens Berman and other firms flagged CoreWeave’s large Q4 loss (~$452M) and “soft guidance,” calling attention to execution/forecast risk amid the litigation — this amplifies downside risk to near-term earnings expectations. CRWV Alert: Hagens Berman Analyzes CoreWeave (CRWV) $452M Q4 Loss and Soft Guidance Amid Ongoing Securities Fraud Litigation
• Negative Sentiment: Large insider stock sales disclosed (Brannin Mcbee sold large blocks on March 9) — significant insider selling is often read negatively by the market even if sales are for diversification or tax reasons. SEC Form 4 — Insider Sales
• Negative Sentiment: Technical/market commentary warns of bearish patterns and persistent risks — such headlines can accelerate short-term selling pressure as momentum traders respond. CoreWeave stock price forms dreadful patterns as key risks persist

CoreWeave Stock Performance

Shares of CRWV opened at $79.86 on Friday. The company has a market cap of $33.46 billion and a PE ratio of -24.96. The firm has a 50-day moving average of $88.86 and a 200-day moving average of $98.28. CoreWeave Inc. has a one year low of $33.51 and a one year 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 earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The firm had revenue of $1.57 billion during the quarter. CoreWeave’s quarterly revenue was up 110.4% compared to the same quarter last year.

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.