CoreWeave Inc. $CRWV Shares Acquired by Independent Advisor Alliance

Independent Advisor Alliance boosted its holdings in CoreWeave Inc. (NASDAQ:CRWV) by 521.3% during the 3rd quarter, Holdings Channel reports. The fund owned 14,030 shares of the company’s stock after acquiring an additional 11,772 shares during the quarter. Independent Advisor Alliance’s holdings in CoreWeave were worth $1,920,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Keybank National Association OH bought a new position in shares of CoreWeave in the third quarter worth $327,000. Q Fund Management Hong Kong Ltd acquired a new stake in CoreWeave in the third quarter worth about $18,635,000. Bryn Mawr Trust Advisors LLC bought a new stake in shares of CoreWeave during the 3rd quarter worth about $226,000. Pittenger & Anderson Inc. raised its position in shares of CoreWeave by 36.0% during the 3rd quarter. Pittenger & Anderson Inc. now owns 680 shares of the company’s stock worth $93,000 after buying an additional 180 shares in the last quarter. Finally, Ritter Daniher Financial Advisory LLC DE lifted its stake in shares of CoreWeave by 864.9% in the 3rd quarter. Ritter Daniher Financial Advisory LLC DE now owns 357 shares of the company’s stock worth $49,000 after acquiring an additional 320 shares during the period.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia strategic investment and bullish coverage reinforce CoreWeave’s AI infra positioning and provide capital to scale capacity — a tailwind for revenue conversion and long‑term growth. Why this small cloud stock backed by Nvidia could explode in 2026
• Positive Sentiment: Analyst/press pieces note CoreWeave’s recent revenue surge and strong demand for AI compute, supporting a constructive fundamental story despite volatility. Is CoreWeave a Buy After This Big News From Nvidia?
• Neutral Sentiment: Reported short‑interest data for early February is effectively zero/ambiguous (likely a data artifact) — not currently signaling a clear short squeeze or large new short position. (internal short‑interest entry)
• Negative Sentiment: Multiple law firms have filed or announced securities‑fraud class actions and are soliciting lead plaintiffs, alleging CoreWeave misled investors about its ability to scale infrastructure and meet guidance — this creates legal exposure, potential damages, and execution risk. COREWEAVE STOCK NOTICE: CoreWeave, Inc. (CRWV) Accused of Misleading Investors Hagens Berman investigating claims
• Negative Sentiment: Broad solicitor notices from multiple firms (Robbins LLP, Rosen, Bronstein Gewirtz, Schall, DJS, Bernstein Liebhard, etc.) amplify headlines and could pressure selling as investors seek to reduce legal/uncertainty exposure. Robbins LLP notice
• Negative Sentiment: Insider selling (reported in January/early Feb) raises near‑term supply pressure and may cap upside while litigation headlines persist. Insiders Rang in the New Year Selling These Stocks
• Negative Sentiment: Coverage (Yahoo Finance) frames the Nvidia investment amid fresh lawsuits, increasing narrative volatility — investors must weigh the strategic upside against near‑term legal and execution risks. CoreWeave Faces Lawsuits As Nvidia Investment Reframes AI Infrastructure Story

Insiders Place Their Bets

In related news, insider Brannin Mcbee sold 33,335 shares of the stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $101.45, for a total value of $3,381,835.75. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $91.77, for a total value of $25,810,312.50. The SEC filing for this sale provides additional information. Insiders have sold 4,148,628 shares of company stock worth $345,849,709 over the last three months.

Analysts Set New Price Targets

A number of research firms have weighed in on CRWV. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a research report on Monday, January 26th. Wells Fargo & Company dropped their price objective on CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. Jefferies Financial Group decreased their target price on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Deutsche Bank Aktiengesellschaft raised CoreWeave from a “hold” rating to a “buy” rating and lifted their target price for the stock from $100.00 to $140.00 in a report on Tuesday, January 27th. Finally, Melius Research set a $140.00 price target on shares of CoreWeave in a report on Tuesday, November 11th. Eighteen 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. According to MarketBeat, CoreWeave currently has an average rating of “Moderate Buy” and an average target price of $127.27.

CoreWeave Stock Performance

Shares of CRWV opened at $88.94 on Tuesday. The company has a 50-day moving average of $83.63 and a two-hundred day moving average of $103.11. The stock has a market cap of $34.37 billion and a price-to-earnings ratio of -61.34. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings results on Monday, November 10th. The company reported ($0.22) EPS for the quarter, beating the consensus estimate of ($0.36) by $0.14. The firm had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter last year, the company posted ($1.82) EPS. The firm’s revenue was up 133.7% compared to the same quarter last year.

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.