RFG Advisory LLC Invests $2.55 Million in CoreWeave Inc. $CRWV

RFG Advisory LLC acquired a new stake in CoreWeave Inc. (NASDAQ:CRWV) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 18,600 shares of the company’s stock, valued at approximately $2,545,000.

A number of other institutional investors have also recently made changes to their positions in the stock. Voya Investment Management LLC bought a new position in shares of CoreWeave during the third quarter valued at $110,562,000. Munro Partners boosted its stake 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 purchasing an additional 605,010 shares in the last quarter. Geode Capital Management LLC grew its position in CoreWeave by 142.6% during the 2nd quarter. Geode Capital Management LLC now owns 716,178 shares of the company’s stock valued at $116,809,000 after purchasing an additional 420,915 shares during the last quarter. Lmdagg L.L.C. purchased a new position in CoreWeave in the second quarter worth about $48,030,000. Finally, Sivia Capital Partners LLC purchased a new position in CoreWeave in the second quarter worth about $39,824,000.

Insider Buying and Selling

In other CoreWeave news, CEO Michael N. Intrator sold 32,456 shares of the firm’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.08, for a total value of $3,442,932.48. Following the completion of the sale, the chief executive officer owned 5,796,323 shares of the company’s stock, valued at $614,873,943.84. This trade represents a 0.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $85.00, for a total value of $23,906,250.00. The SEC filing for this sale provides additional information. Insiders sold a total of 4,217,903 shares of company stock worth $348,718,077 over the last three months.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Product/competitive update — CoreWeave unveiled ARENA, a production‑scale AI evaluation platform that Zacks says could deliver faster training, lower costs and incremental revenue/deal upside for the AI cloud business. Does ARENA Roll Out Give CoreWeave a Competitive Revenue Edge?
• Positive Sentiment: Momentum/earnings context — Coverage pieces note CoreWeave’s strong one‑year performance and progress toward profitability after rapid revenue growth, providing a bullish fundamental backdrop that could limit downside if execution stabilizes. Ahead of Q4 Earnings, CoreWeave Is Up 142% Over the Past Year
• Neutral Sentiment: Short‑interest data appears noisy — a February short‑interest report shows an anomalous “0” and NaN increase, suggesting a data/reporting glitch rather than a clear change in short pressure; monitor official exchanges for confirmation.
• Negative Sentiment: Multiple securities‑fraud class action notices filed/announced — Several national plaintiff firms (Hagens Berman, Rosen, Kessler Topaz, Bernstein Liebhard, Bragar Eagel & Squire, Glancy Prongay Wolke & Rotter, Robbins Geller and others) are soliciting lead‑plaintiff motions for a suit covering March 28, 2025–Dec 15, 2025, alleging misstatements about the company’s ability to scale AI infrastructure and meet revenue guidance. This legal overhang increases uncertainty, could drive legal costs, and is likely the primary negative catalyst today. Representative notices: Bragar Eagel & Squire Class Action Notice Rosen Law Firm Notice Hagens Berman Investigation
• Negative Sentiment: Insider selling — a reported insider sale of roughly $23.9M was disclosed, which can amplify downward pressure and investor concern about near‑term insider conviction. Insider Selling: CoreWeave Insider Sells $23,906,250 in Stock

Wall Street Analysts Forecast Growth

CRWV has been the subject of several recent analyst reports. Compass Point began coverage on CoreWeave in a research note on Thursday, November 13th. They issued a “buy” rating and a $150.00 price target for the company. Bank of America dropped their price objective on CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Roth Mkm initiated coverage on CoreWeave in a research report on Thursday, December 4th. They issued a “buy” rating and a $110.00 target price for the company. JPMorgan Chase & Co. restated a “neutral” rating and set a $110.00 target price on shares of CoreWeave in a research note on Tuesday, November 11th. Finally, DA Davidson raised shares of CoreWeave from a “neutral” rating to a “buy” rating and raised their price target for the company from $68.00 to $110.00 in a report on Monday, January 26th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, CoreWeave has an average rating of “Moderate Buy” and an average price target of $127.27.

CoreWeave Trading Down 1.7%

CRWV stock opened at $95.11 on Wednesday. The firm has a fifty day moving average price of $85.29 and a 200 day moving average price of $101.63. 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 $36.75 billion and a PE ratio of -65.59. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping the consensus estimate of ($0.36) by $0.14. The company had revenue of $1.36 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same period in the previous year, the firm earned ($1.82) earnings per share. The company’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.