102,726 Shares in CoreWeave Inc. $CRWV Bought by Caitong International Asset Management Co. Ltd

Caitong International Asset Management Co. Ltd acquired a new stake in CoreWeave Inc. (NASDAQ:CRWV) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 102,726 shares of the company’s stock, valued at approximately $14,058,000. CoreWeave accounts for 9.7% of Caitong International Asset Management Co. Ltd’s investment portfolio, making the stock its largest position.

Other large investors have also bought and sold shares of the company. Chilton Capital Management LLC increased its stake in shares of CoreWeave by 50.2% in the third quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock valued at $50,000 after buying an additional 121 shares during the period. Family Legacy Financial Solutions LLC lifted its stake in shares of CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after acquiring an additional 125 shares during the period. CoreCap Advisors LLC boosted its holdings in CoreWeave by 29.6% in the third quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock valued at $88,000 after acquiring an additional 147 shares during the last quarter. Pittenger & Anderson Inc. boosted its holdings in CoreWeave by 36.0% in the third quarter. Pittenger & Anderson Inc. now owns 680 shares of the company’s stock valued at $93,000 after acquiring an additional 180 shares during the last quarter. Finally, Banco Santander S.A. increased its position in CoreWeave by 7.9% during the 3rd quarter. Banco Santander S.A. now owns 2,455 shares of the company’s stock valued at $336,000 after purchasing an additional 180 shares during the period.

CoreWeave Trading Down 4.4%

CRWV opened at $82.12 on Wednesday. CoreWeave Inc. has a fifty-two week low of $33.51 and a fifty-two week high of $187.00. The firm has a market capitalization of $34.41 billion and a PE ratio of -25.66. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. The company’s 50-day moving average is $89.16 and its 200 day moving average is $97.99.

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 analysts’ consensus estimates of ($0.61) by ($0.28). The company had revenue of $1.57 billion for the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. CoreWeave’s quarterly revenue was up 110.4% on a year-over-year basis.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Expanded NVIDIA partnerships and hardware roadmap — CoreWeave announced integration of NVIDIA HGX B300, plans for Rubin NVL72 and collaboration on Dynamo 1.0 to support agentic inference and enterprise AI agents, which should improve performance and product stickiness for AI customers. CoreWeave Advances AI-Native Cloud Platform for the Next Phase of Production-Scale AI
• Positive Sentiment: Platform and workflow upgrades — CoreWeave added Weights & Biases capabilities and other workflow tools to support reinforcement learning and agent development, helping capture more production AI spend. CoreWeave Deepens NVIDIA Ties As Agentic AI Workloads Take Shape
• Positive Sentiment: Industry / growth narrative remains supportive — multiple outlets highlight CoreWeave as a leading “neocloud” GPU specialist and a top AI infrastructure growth story, which can attract momentum and long‑term investor interest. CoreWeave Keeps Stacking the Wins. Is Its 56% Discount Too Cheap to Ignore?
• Neutral Sentiment: Recent price performance and upside target discussion — commentators note CRWV is up substantially year‑over‑year and debate whether the stock can reach higher targets (e.g., $180), reflecting mixed views on valuation vs. growth. CoreWeave stock is up 105% in a year. Can it soar to $180?
• Neutral Sentiment: Day‑to‑day trading note — market writeups explain today’s selling in the context of recent headlines and rotation in AI names; keep an eye on volume and technicals for short‑term moves. What’s happening with CoreWeave shares on Tuesday?
• Negative Sentiment: Very large capex guidance increases execution and funding risk — management has guided for substantial capital expenditures to support backlog (reports cite guidance up to ~$35 billion this year), which raises financing, margin and cash‑flow risk if demand or pricing shifts. Why I’m Still Not Buying CoreWeave Stock
• Negative Sentiment: Profitability and leverage concerns — recent quarterly results showed a sizable EPS miss, negative net margins and high debt‑to‑equity, which make the shares sensitive to any revenue slowdown or higher financing costs; those fundamentals are a likely driver of today’s weakness.

Insider Activity

In other CoreWeave news, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $79.36, for a total transaction of $22,320,000.00. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Brannin Mcbee sold 300,000 shares of CoreWeave stock in a transaction 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 transaction, the insider directly owned 248,664 shares in the company, valued at $18,055,493.04. This represents a 54.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 4,467,113 shares of company stock worth $379,199,396 over the last 90 days.

Analyst Ratings Changes

Several research firms have issued reports on CRWV. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a report on Friday, February 27th. Roth Mkm reiterated a “buy” rating on shares of CoreWeave in a research report on Monday, February 23rd. 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. Cantor Fitzgerald restated an “overweight” rating and issued a $131.00 target price on shares of CoreWeave in a report on Friday, February 27th. Finally, Barclays cut their price target on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Monday, January 12th. 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 stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $122.35.

CoreWeave 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.