Entropy Technologies LP Buys New Shares in CoreWeave Inc. $CRWV

Entropy Technologies LP purchased a new position in CoreWeave Inc. (NASDAQ:CRWV) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 26,897 shares of the company’s stock, valued at approximately $3,681,000.

Several other institutional investors also recently modified their holdings of the stock. Family Legacy Financial Solutions LLC raised its holdings in CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after buying an additional 125 shares during the period. HighMark Wealth Management LLC acquired a new position in shares of CoreWeave in the third quarter worth about $27,000. OLD Second National Bank of Aurora acquired a new position in shares of CoreWeave in the third quarter worth about $27,000. Princeton Global Asset Management LLC purchased a new position in shares of CoreWeave in the third quarter worth approximately $28,000. Finally, Aspect Partners LLC acquired a new stake in shares of CoreWeave during the third quarter valued at approximately $28,000.

CoreWeave Stock Performance

CRWV stock opened at $79.86 on Friday. The firm has a 50 day moving average of $88.86 and a two-hundred day moving average of $98.28. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month high of $187.00. The company has a market capitalization of $33.46 billion and a price-to-earnings ratio of -24.96. 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 (NASDAQ:CRWV) last released its quarterly 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 return on equity of 33.82% and a negative net margin of 22.75%.The company had revenue of $1.57 billion for the quarter. The firm’s quarterly revenue was up 110.4% on a year-over-year basis.

Analyst Upgrades and Downgrades

Several brokerages recently commented on CRWV. Wells Fargo & Company reduced their price target on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating for the company in a research report on Thursday, January 8th. Macquarie Infrastructure reissued a “neutral” rating and set a $115.00 target price on shares of CoreWeave in a research note on Tuesday, January 27th. Citigroup reduced their target price on CoreWeave from $135.00 to $126.00 and set a “buy” rating for the company in a report on Wednesday, March 4th. DA Davidson raised their target price on CoreWeave from $110.00 to $125.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a report on Friday, February 27th. Eighteen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $122.35.

Key CoreWeave News

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

Insider Activity at CoreWeave

In other news, insider Brannin Mcbee sold 300,000 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $72.61, for a total transaction of $21,783,000.00. Following the sale, the insider directly owned 248,664 shares in the company, valued at approximately $18,055,493.04. The trade was a 54.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Brian M. Venturo sold 281,250 shares of the stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $79.36, for a total transaction of $22,320,000.00. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,606,943 shares of company stock worth $387,628,003 over the last three months.

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.