Belpointe Asset Management LLC Acquires 6,484 Shares of CoreWeave Inc. $CRWV

Belpointe Asset Management LLC boosted its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV) by 303.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,624 shares of the company’s stock after buying an additional 6,484 shares during the quarter. Belpointe Asset Management LLC’s holdings in CoreWeave were worth $1,180,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the business. Chilton Capital Management LLC increased its holdings in shares of CoreWeave by 50.2% during the 3rd quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock worth $50,000 after acquiring an additional 121 shares during the last quarter. Fortis Capital Advisors LLC boosted its position in CoreWeave by 303.0% during the third quarter. Fortis Capital Advisors LLC now owns 8,624 shares of the company’s stock worth $1,180,000 after purchasing an additional 6,484 shares during the period. Vanguard Personalized Indexing Management LLC increased its holdings in shares of CoreWeave by 18.8% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 15,243 shares of the company’s stock valued at $2,086,000 after purchasing an additional 2,407 shares during the last quarter. Cullen Frost Bankers Inc. acquired a new position in shares of CoreWeave in the third quarter valued at $36,000. Finally, Whittier Trust Co. of Nevada Inc. bought a new position in shares of CoreWeave in the third quarter valued at about $73,000.

CoreWeave Trading Down 2.6%

Shares of CRWV stock opened at $106.02 on Thursday. The stock has a market cap of $40.97 billion and a P/E ratio of -73.12. CoreWeave Inc. has a 1 year low of $33.51 and a 1 year high of $187.00. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66. The stock has a 50 day simple moving average of $82.28 and a 200 day simple moving average of $104.25.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, beating the consensus estimate of ($0.36) by $0.14. The company had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. CoreWeave’s revenue was up 133.7% on a year-over-year basis. During the same period in the prior year, the firm earned ($1.82) earnings per share.

Insider Buying and Selling

In other CoreWeave news, insider Brannin Mcbee sold 33,335 shares of the stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $101.45, for a total transaction of $3,381,835.75. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Michael N. Intrator sold 32,455 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $89.39, for a total transaction of $2,901,152.45. Following the completion of the transaction, the chief executive officer owned 5,828,779 shares of the company’s stock, valued at $521,034,554.81. The trade was a 0.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 4,621,288 shares of company stock valued at $412,332,058 over the last quarter.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on CRWV. HC Wainwright reiterated a “buy” rating and issued a $180.00 price target on shares of CoreWeave in a research note on Wednesday, November 12th. Deutsche Bank Aktiengesellschaft upgraded CoreWeave from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $100.00 to $140.00 in a report on Tuesday. Bank of America lowered their target price on CoreWeave from $168.00 to $140.00 and set a “neutral” rating on the stock in a research note on Tuesday, November 11th. Loop Capital reduced their price target on CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Finally, Macquarie reaffirmed a “neutral” rating and issued a $115.00 price objective on shares of CoreWeave in a report on Tuesday. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $127.27.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA strategic backing — Nvidia committed $2 billion to accelerate CoreWeave’s AI data‑center buildout, a headline catalyst that validates demand for CoreWeave’s GPU infrastructure and fueled the recent multi‑day rally. Read More.
• Positive Sentiment: Analyst upgrade and higher price target — Deutsche Bank upgraded CRWV to Buy and raised its price target to $140, citing the Nvidia deal and 2026 setup; that upgrade supported further upside for the stock. Read More.
• Neutral Sentiment: Mixed analyst posture — several firms (Macquarie, Needham, others) reiterated Neutral/ Hold ratings or left guidance unchanged even after the Nvidia news, underscoring divergent views on whether the investment reduces execution risk or simply delays funding stress. Read More.
• Neutral Sentiment: “De‑risking” analysis — research pieces argue Nvidia’s investment improves CoreWeave’s probability of delivering planned capacity (better execution odds) but note the company still faces large capex and operational execution milestones. This is material but not a guaranteed upside. Read More.
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm notices — several firms have filed suits or issued notices alleging disclosure issues tied to deployment delays and guidance, increasing legal and reputational risk and likely weighing on the stock near term. Read More.
• Negative Sentiment: Large insider selling — director/executive Brannin McBee disclosed multiple sales on Jan. 26 totaling roughly 166,665 shares at ~\$101.45 apiece (aggregate ≈ mid‑teens of millions USD) and a sizable reduction in his holding; this intensified selling pressure and investor concern about insider conviction. Read More.

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.