CoreWeave Inc. $CRWV Shares Acquired by Amova Asset Management Americas Inc.

Amova Asset Management Americas Inc. lifted its stake in shares of CoreWeave Inc. (NASDAQ:CRWV) by 20.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 247,874 shares of the company’s stock after purchasing an additional 41,833 shares during the quarter. Amova Asset Management Americas Inc. owned about 0.05% of CoreWeave worth $33,914,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Sivia Capital Partners LLC acquired a new position in CoreWeave during the 2nd quarter valued at approximately $39,824,000. Envestnet Asset Management Inc. bought a new stake in CoreWeave in the 2nd quarter valued at about $1,729,000. Sigma Planning Corp acquired a new position in CoreWeave during the 2nd quarter valued at about $1,295,000. Bank of New York Mellon Corp bought a new position in CoreWeave in the 2nd quarter worth about $12,600,000. Finally, Huntington National Bank acquired a new stake in shares of CoreWeave in the second quarter valued at approximately $264,000.

CoreWeave Stock Performance

Shares of CRWV opened at $79.50 on Thursday. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The company has a 50-day moving average of $88.63 and a two-hundred day moving average of $99.01. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.49. The stock has a market cap of $33.31 billion and a price-to-earnings ratio of -24.84.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The firm had revenue of $1.57 billion during the quarter. CoreWeave’s quarterly revenue was up 110.4% on a year-over-year basis.

Insider Activity

In other CoreWeave news, EVP Chen Goldberg sold 18,950 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $90.84, for a total value of $1,721,418.00. Following the transaction, the executive vice president owned 58,689 shares in the company, valued at approximately $5,331,308.76. This represents a 24.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Kristen J. Mcveety sold 2,671 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $97.92, for a total transaction of $261,544.32. Following the completion of the transaction, the insider owned 120,079 shares in the company, valued at approximately $11,758,135.68. This represents a 2.18% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 4,336,165 shares of company stock worth $372,860,338.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multi‑year agreement to power Perplexity’s AI inference workloads — a bellwether customer win that validates CoreWeave’s specialization in low‑latency inference infrastructure and likely supports revenue consistency from high‑volume inference demand. CoreWeave Announces Agreement to Power Perplexity’s AI Inference Workloads
• Positive Sentiment: Management points to a very large, contractually secured backlog (~$66.8B per recent coverage), which underpins multi‑year revenue visibility and is a central bullish argument that investors cite when valuing future cash flows. CoreWeave press release / company disclosure
• Positive Sentiment: Some sell‑side support persists: H.C. Wainwright reiterated a Buy and Citi/other firms continue to cover the name (Citigroup lowered its price target but maintained a Buy), leaving analyst attention and potential institutional interest intact. Benzinga (Citigroup price target note)
• Neutral Sentiment: Short‑interest reports in early March show effectively no reported short position (data here is noisy/unusual), so short‑covering dynamics are not a clear driver right now.
• Negative Sentiment: Multiple securities‑fraud class actions and a flurry of law‑firm notices (lead‑plaintiff deadlines around March 13) have emerged following Q4 weakness — this legal overhang increases uncertainty and can pressure sentiment and trading. Hagens Berman / GlobeNewswire
• Negative Sentiment: Q4 results showed explosive revenue growth but a larger net loss (reported ~$452M) and an EPS miss; management’s heavy capex plan and higher interest expense have raised execution and leverage concerns that drove recent steep share declines. Seeking Alpha (Q4 analysis)
• Negative Sentiment: Coverage and opinion pieces range from “bargain” to “warning”/downgrade calls; negative headlines (earnings miss, heavy capex, allegations) and reports of insider selling have amplified volatility and contributed to recent selling pressure. Seeking Alpha (rating downgrade/opinion) AmericanBankingNews (insider selling)

Analyst Upgrades and Downgrades

Several analysts have weighed in on CRWV shares. Melius Research set a $140.00 target price on CoreWeave in a research note on Tuesday, November 11th. Stifel Nicolaus set a $120.00 price objective on shares of CoreWeave in a report on Tuesday, November 11th. The Goldman Sachs Group initiated coverage on shares of CoreWeave in a research report on Monday, January 12th. They issued a “neutral” rating and a $86.00 target price for the company. JPMorgan Chase & Co. restated a “neutral” rating and set a $110.00 price target on shares of CoreWeave in a research report on Tuesday, November 11th. Finally, Citigroup cut their target price on CoreWeave from $135.00 to $126.00 and set a “buy” rating for the company in a research report on Wednesday. Seventeen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $124.03.

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.