CIBC Private Wealth Group LLC Increases Position in CoreWeave Inc. $CRWV

CIBC Private Wealth Group LLC lifted its stake in CoreWeave Inc. (NASDAQ:CRWV) by 228.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,920 shares of the company’s stock after purchasing an additional 16,643 shares during the period. CIBC Private Wealth Group LLC’s holdings in CoreWeave were worth $3,273,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. Renaissance Capital LLC grew its stake in CoreWeave by 49.9% in the third quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock worth $6,454,000 after purchasing an additional 15,697 shares in the last quarter. Munro Partners raised its position in CoreWeave by 5,272.4% during the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after purchasing an additional 605,010 shares in the last quarter. AE Wealth Management LLC purchased a new stake in shares of CoreWeave in the 3rd quarter worth $4,241,000. HWG Holdings LP purchased a new stake in shares of CoreWeave in the 3rd quarter worth $1,863,000. Finally, Liontrust Investment Partners LLP bought a new position in shares of CoreWeave during the 2nd quarter worth $5,692,000.

Insiders Place Their Bets

In other 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 value of $22,320,000.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Michael N. Intrator sold 111,427 shares of the business’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total value of $8,066,200.53. Following the transaction, the chief executive officer owned 5,922,620 shares in the company, valued at approximately $428,738,461.80. This trade represents a 1.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 4,953,484 shares of company stock valued at $419,999,844.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on CRWV shares. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a research note on Friday, February 27th. Sanford C. Bernstein started coverage on shares of CoreWeave in a report on Thursday, March 5th. They set an “underperform” rating and a $56.00 target price on the stock. Jefferies Financial Group cut their target price on shares of CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Cantor Fitzgerald restated an “overweight” rating and issued a $131.00 price target on shares of CoreWeave in a report on Friday, February 27th. Finally, DA Davidson upped their price target on shares of CoreWeave from $110.00 to $125.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $122.35.

CoreWeave Stock Performance

Shares of CoreWeave stock opened at $81.47 on Friday. The company has a market capitalization of $34.14 billion and a PE ratio of -25.46. The company has a 50-day simple moving average of $89.37 and a two-hundred day simple moving average of $97.64. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.46 and a current ratio of 0.46.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings results 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). 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. The company’s revenue was up 110.4% compared to the same quarter last year.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced general availability of NVIDIA HGX B300 (Blackwell Ultra) instances at NVIDIA GTC — this upgrades CoreWeave’s AI-native cloud with next‑gen GPUs (faster, more efficient), supporting higher-margin, production AI workloads and strengthening its competitive moat. CoreWeave Expands AI Cloud With NVIDIA HGX B300
• Positive Sentiment: Integration with Cline to power autonomous coding systems — positions CoreWeave as a back‑end provider for next‑gen AI agents and inference workloads, expanding addressable market beyond raw GPU rental to higher-value software+inference services. CoreWeave Integrates With Cline
• Positive Sentiment: Bullish research narratives highlight a huge backlog and massive forward revenue visibility — analysts and bullish pieces (e.g., Seeking Alpha) call CRWV undervalued vs. peers, supporting longer‑term upside expectations. CoreWeave: Deeply Undervalued
• Neutral Sentiment: CoreWeave is a notable holding in thematic ETFs (e.g., ARKK) — ETF flows could amplify moves in either direction but aren’t an immediate company-specific catalyst. Is the ARK Innovation ETF Finding a Floor?
• Neutral Sentiment: Reported short‑interest data looks anomalous/zeroed out — current readings provide no clear short‑pressure signal and appear unreliable. (Internal data entries)
• Negative Sentiment: Significant insider selling this week — CFO Nitin Agrawal sold ~38.5k shares (~$3.2M) and other executives (Brannin Mcbee) executed large sales; sizable insider dispositions can weigh on near‑term sentiment and signal liquidity needs or personal diversification. Insider Selling: CoreWeave CFO Sells Shares
• Negative Sentiment: Recent quarterly results missed EPS and show negative margins and return on equity despite strong top-line growth — investors remain sensitive to when scale converts to profitability. (MarketBeat earnings summary)

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.