Regal Partners Ltd Purchases New Shares in CoreWeave Inc. $CRWV

Regal Partners Ltd acquired a new position in CoreWeave Inc. (NASDAQ:CRWV) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 8,000 shares of the company’s stock, valued at approximately $1,095,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Renaissance Capital LLC boosted its stake in CoreWeave by 49.9% during the third quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock worth $6,454,000 after acquiring an additional 15,697 shares in the last quarter. Munro Partners grew its holdings in CoreWeave by 5,272.4% in the third quarter. Munro Partners now owns 616,485 shares of the company’s stock worth $84,366,000 after purchasing an additional 605,010 shares during the period. AE Wealth Management LLC bought a new position in shares of CoreWeave during the third quarter valued at approximately $4,241,000. HWG Holdings LP bought a new position in shares of CoreWeave during the third quarter valued at approximately $1,863,000. Finally, Liontrust Investment Partners LLP purchased a new position in shares of CoreWeave during the second quarter valued at approximately $5,692,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Won a multi‑year agreement to power Perplexity’s AI inference workloads, validating CoreWeave’s performance positioning in the high‑margin inference market and supporting long‑term revenue growth. Read More.
• Positive Sentiment: Backlog surged to $66.8B (up >4x YoY), giving strong contract visibility that supports management’s aggressive expansion plan and future revenue conversion. Read More.
• Positive Sentiment: Oppenheimer initiated coverage with an “Outperform” and a $140 price target, signaling conviction in CRWV’s multi‑year growth runway despite current headwinds. Read More.
• Neutral Sentiment: Company presented at the Morgan Stanley TMT conference (analyst/transcript coverage) — useful for model/visibility but not an immediate catalyst. Read More.
• Negative Sentiment: Multiple class‑action filings and numerous law‑firm deadline notices following Q4 results — litigation risk, potential legal costs and management distraction that typically pressure share prices. Read More.
• Negative Sentiment: Large Q4 loss (~$452M), soft guidance and reports of a $30–$35B 2026 capex plan have sparked “capex shock” concerns — raises near‑term cash‑flow and profitability risk despite backlog. Read More. Read More.
• Negative Sentiment: Negative analyst moves (Sanford C. Bernstein “underperform/strong sell” coverage) and recent CFO share sales amplify downside sentiment and signal caution to some investors. Read More. Read More.

CoreWeave Trading Down 2.4%

NASDAQ:CRWV opened at $72.99 on Friday. The stock has a market cap of $30.58 billion and a price-to-earnings ratio of -22.81. The company has a quick ratio of 0.49, a current ratio of 0.46 and a debt-to-equity ratio of 4.46. The company’s 50 day moving average price is $88.48 and its 200-day moving average price is $98.72. CoreWeave Inc. has a 52 week low of $33.51 and a 52 week high of $187.00.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share 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 for the quarter was up 110.4% compared to the same quarter last year.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on CRWV shares. Loop Capital dropped their price target on CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, November 12th. Morgan Stanley raised their price objective on CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. Melius Research set a $140.00 price objective on CoreWeave in a research note on Tuesday, November 11th. Citigroup dropped their target price on CoreWeave from $135.00 to $126.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, HC Wainwright reissued a “buy” rating and issued a $180.00 target price on shares of CoreWeave in a research note on Monday, March 2nd. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $122.35.

Insiders Place Their Bets

In related news, EVP Chen Goldberg sold 18,950 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $90.84, for a total transaction of $1,721,418.00. Following the sale, the executive vice president directly owned 58,689 shares of the company’s stock, valued at $5,331,308.76. This trade represents a 24.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Kristen J. Mcveety sold 2,671 shares of CoreWeave stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $97.92, for a total value of $261,544.32. Following the completion of the sale, the insider owned 120,079 shares of the company’s stock, valued at $11,758,135.68. The trade was a 2.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 4,621,335 shares of company stock worth $395,458,845.

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.