CoreWeave Inc. $CRWV Stake Increased by Clear Street Group Inc.

Clear Street Group Inc. boosted its position in shares of CoreWeave Inc. (NASDAQ:CRWV) by 57.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 4,653,815 shares of the company’s stock after purchasing an additional 1,692,916 shares during the quarter. CoreWeave comprises about 1.2% of Clear Street Group Inc.’s holdings, making the stock its 5th biggest holding. Clear Street Group Inc.’s holdings in CoreWeave were worth $333,260,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Hazlett Burt & Watson Inc. grew its position in CoreWeave by 34.7% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock valued at $33,000 after purchasing an additional 119 shares during the last quarter. Cullen Frost Bankers Inc. lifted its stake in shares of CoreWeave by 45.8% in the 4th quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after purchasing an additional 121 shares during the period. Parkside Financial Bank & Trust lifted its stake in shares of CoreWeave by 26.3% in the 4th quarter. Parkside Financial Bank & Trust now owns 600 shares of the company’s stock worth $43,000 after purchasing an additional 125 shares during the period. Main Management ETF Advisors LLC lifted its stake in shares of CoreWeave by 1.0% in the 4th quarter. Main Management ETF Advisors LLC now owns 17,226 shares of the company’s stock worth $1,234,000 after purchasing an additional 176 shares during the period. Finally, Banco Santander S.A. raised its stake in CoreWeave by 7.9% during the 3rd quarter. Banco Santander S.A. now owns 2,455 shares of the company’s stock worth $336,000 after acquiring an additional 180 shares during the period.

Analysts Set New Price Targets

CRWV has been the topic of a number of recent analyst reports. BNP Paribas Exane initiated coverage on shares of CoreWeave in a research note on Tuesday, June 2nd. They set an “outperform” rating and a $192.00 target price on the stock. JPMorgan Chase & Co. increased their price objective on shares of CoreWeave from $90.00 to $105.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Oppenheimer increased their price objective on shares of CoreWeave from $140.00 to $150.00 and gave the company an “outperform” rating in a report on Wednesday, April 29th. Sanford C. Bernstein reissued an “underperform” rating on shares of CoreWeave in a report on Thursday. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $167.00 target price on shares of CoreWeave in a report on Thursday. Twenty equities 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. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $131.52.

CoreWeave Stock Up 5.0%

NASDAQ:CRWV opened at $100.55 on Friday. CoreWeave Inc. has a twelve month low of $63.80 and a twelve month high of $187.00. The company has a market cap of $45.00 billion, a price-to-earnings ratio of -32.33 and a beta of 7.14. The stock has a fifty day simple moving average of $107.85 and a 200-day simple moving average of $92.41. The company has a current ratio of 0.31, a quick ratio of 0.31 and a debt-to-equity ratio of 3.68.

CoreWeave (NASDAQ:CRWV) last released its earnings results on Thursday, May 7th. The company reported ($1.40) earnings per share for the quarter, missing the consensus estimate of ($1.17) by ($0.23). CoreWeave had a negative return on equity of 43.07% and a negative net margin of 25.57%.The business had revenue of $2.08 billion for the quarter. During the same period last year, the business posted ($0.60) EPS. The company’s revenue was up 111.6% on a year-over-year basis. Analysts anticipate that CoreWeave Inc. will post -4.57 EPS for the current year.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave said it will be added to the Nasdaq-100 on June 22, a development that typically boosts demand for a stock because index funds and ETFs that track the benchmark may need to buy shares. CoreWeave to Join Nasdaq-100 Index
• Positive Sentiment: Coverage around the addition highlighted that CoreWeave is one of the AI-linked companies benefiting from strong investor interest in Nvidia-backed names and the broader AI boom. These Nvidia-Backed Firms Are Set to Join the Nasdaq 100 Soon. Their Stocks Are Surging
• Neutral Sentiment: Recent articles also repeated bullish arguments that CoreWeave’s revenue could keep growing quickly and that enterprise AI adoption may support its backlog and bookings, reinforcing the long-term growth story. Wall Street Expects CoreWeave’s Revenue to Double in 2026 and 2027. Is the Stock a Buy?
• Neutral Sentiment: At the same time, the stock had recently been under pressure as investors booked profits and short interest rose, which helps explain some of the volatility around the move. Here’s why Nebius and CoreWeave stocks have lost momentum lately
• Negative Sentiment: CoreWeave has also been issuing significant debt to fund its AI buildout, including a $3.5 billion senior notes plan and recently priced $1.25 billion in dollar notes plus €2 billion in euro notes, which may worry some investors about leverage and financing costs. CoreWeave Announces Pricing of $1.25 Billion of Senior Notes and €2 Billion of Senior Notes
• Negative Sentiment: Recent insider sales by the CEO and another insider may also be creating some caution, even though the trades were made under pre-arranged Rule 10b5-1 plans. MarketBeat CRWV page

Insider Transactions at CoreWeave

In other CoreWeave news, CEO Michael N. Intrator sold 200,000 shares of the business’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $98.88, for a total value of $19,776,000.00. Following the completion of the transaction, the chief executive officer directly owned 3,676,815 shares in the company, valued at approximately $363,563,467.20. The trade was a 5.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brian M. Venturo sold 76,924 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $96.89, for a total transaction of $7,453,166.36. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 27,859,524 shares of company stock valued at $3,139,147,006.

CoreWeave Company 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.