Ghisallo Capital Management LLC Takes Position in CoreWeave Inc. $CRWV

Ghisallo Capital Management LLC purchased a new position in shares of CoreWeave Inc. (NASDAQ:CRWV) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 50,000 shares of the company’s stock, valued at approximately $6,842,000.

A number of other hedge funds have also added to or reduced their stakes in the company. Squarepoint Ops LLC increased its stake in CoreWeave by 5,038.5% in the third quarter. Squarepoint Ops LLC now owns 198,296 shares of the company’s stock valued at $27,137,000 after acquiring an additional 194,437 shares during the last quarter. Diker Management LLC lifted its stake in CoreWeave by 300.0% during the third quarter. Diker Management LLC now owns 16,000 shares of the company’s stock worth $2,190,000 after purchasing an additional 12,000 shares during the last quarter. NorthRock Partners LLC acquired a new stake in shares of CoreWeave in the 3rd quarter valued at $201,000. Prudential PLC acquired a new stake in shares of CoreWeave in the 3rd quarter valued at $12,434,000. Finally, Comerica Bank increased its stake in shares of CoreWeave by 132.9% in the 3rd quarter. Comerica Bank now owns 3,656 shares of the company’s stock valued at $500,000 after purchasing an additional 2,086 shares during the last quarter.

Wall Street Analysts Forecast Growth

CRWV has been the subject of a number of research analyst reports. UBS Group reissued a “neutral” rating on shares of CoreWeave in a report on Friday, January 16th. Barclays reduced their price objective on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Monday, January 12th. HC Wainwright reiterated a “buy” rating and issued a $180.00 target price on shares of CoreWeave in a research report on Monday, March 2nd. Cantor Fitzgerald reissued an “overweight” rating and issued a $131.00 target price on shares of CoreWeave in a report on Friday, February 27th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of CoreWeave from a “hold” rating to a “buy” rating and raised their price target for the company from $100.00 to $140.00 in a research note on Tuesday, January 27th. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $122.35.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: New product launches (Flex Reservations and Spot) and a partnership with PhysicsX expand CoreWeave’s addressable market for industrial AI and heavy compute workloads — this supports revenue growth and customer flexibility. CoreWeave PhysicsX Deal Highlights Industrial AI And Heavy Compute Potential
• Neutral Sentiment: Short-interest data in the filings appears inconsistent/flat for March (reported as 0 shares / NaN change), which provides little signal on bearish positioning at the moment; treat these figures cautiously.
• Negative Sentiment: Widespread securities‑fraud litigation notices and lead‑plaintiff solicitations from numerous firms cite alleged misstatements about demand and operations for the March 28–Dec 15, 2025 class period — increased legal exposure, potential discovery/costs, and settlement risk can weigh on the stock. CRWV Deadline Today: CRWV Investors with Losses in Excess of $100K Have Opportunity to Lead CoreWeave, Inc. Securities Fraud Lawsuit
• Negative Sentiment: Hagens Berman highlighted CoreWeave’s Q4 results (a large reported loss and soft guidance), arguing the company concealed operational problems; that analysis reinforces investor concern about profitability and outlook. CRWV Alert: Hagens Berman Analyzes CoreWeave (CRWV) $452M Q4 Loss and Soft Guidance
• Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks in early March (totaling millions of dollars), which investors often view as a bearish signal or at least a liquidity event to watch. SEC Form 4 / Insider Sale
• Negative Sentiment: Several media pieces flag “dreadful patterns” and persistent risks in the share price technicals and fundamentals — adds to negative narrative momentum for traders watching risk metrics. CoreWeave stock price forms dreadful patterns

CoreWeave Trading Up 1.6%

NASDAQ CRWV opened at $81.11 on Friday. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 4.46. CoreWeave Inc. has a twelve month low of $33.51 and a twelve month high of $187.00. The company has a market cap of $33.99 billion and a price-to-earnings ratio of -25.35. The business’s fifty day moving average is $88.89 and its 200 day moving average is $98.20.

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 analysts’ consensus estimates of ($0.61) by ($0.28). The firm had revenue of $1.57 billion during the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The firm’s revenue was up 110.4% on a year-over-year basis.

Insider Activity at CoreWeave

In related news, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $79.33, for a total value of $22,311,562.50. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Kristen J. Mcveety sold 2,671 shares of CoreWeave stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $97.92, for a total transaction of $261,544.32. Following the sale, the insider owned 120,079 shares in the company, valued at approximately $11,758,135.68. This represents a 2.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 4,752,555 shares of company stock valued at $399,373,015.

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.