Arkadios Wealth Advisors grew its stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 100.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,523 shares of the company’s stock after acquiring an additional 8,275 shares during the period. Arkadios Wealth Advisors’ holdings in CoreWeave were worth $2,261,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Renaissance Capital LLC boosted its holdings in shares of CoreWeave by 49.9% during the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock worth $6,454,000 after buying an additional 15,697 shares during the period. Munro Partners raised its holdings in CoreWeave by 5,272.4% in the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after acquiring an additional 605,010 shares during the period. Apexium Financial LP acquired a new stake in CoreWeave during the second quarter worth approximately $1,044,000. Chung Wu Investment Group LLC acquired a new stake in CoreWeave during the second quarter worth approximately $755,000. Finally, HWG Holdings LP bought a new stake in shares of CoreWeave during the third quarter worth approximately $1,863,000.
Wall Street Analysts Forecast Growth
A number of brokerages have recently weighed in on CRWV. Mizuho set a $92.00 target price on CoreWeave in a research note on Tuesday, December 16th. Barclays decreased their price objective on CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a report on Monday, January 12th. Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research report on Monday, December 29th. Cantor Fitzgerald reissued an “overweight” rating and issued a $174.00 target price on shares of CoreWeave in a research report on Wednesday, November 5th. Finally, JPMorgan Chase & Co. restated a “neutral” rating and issued a $110.00 price target on shares of CoreWeave in a research note on Tuesday, November 11th. Sixteen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, CoreWeave has a consensus rating of “Hold” and a consensus target price of $122.43.
CoreWeave Stock Down 2.4%
CRWV stock opened at $91.79 on Friday. The firm has a 50-day moving average price of $80.21 and a 200-day moving average price of $105.76. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month 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 market capitalization of $35.47 billion and a P/E ratio of -63.30.
CoreWeave (NASDAQ:CRWV – Get Free Report) last released its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The company had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. CoreWeave’s revenue for the quarter was up 133.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($1.82) earnings per share.
Key Stories Impacting CoreWeave
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: High‑profile bullish mentions and industry demand: Jim Cramer and other commentators have highlighted CoreWeave as a recovery candidate given strong AI cloud demand, supporting upside if execution improves. “CoreWeave (CRWV)’s Stock is Coming Back,” Says Jim Cramer
- Positive Sentiment: Large revenue backlog points to meaningful demand: Analysts note a multi‑billion backlog (reported ~ $55B by Q3 2025), which, if converted, supports long‑term revenue growth and justifies investor interest in capacity expansion. Can CoreWeave Convert Its $55B Backlog Into Profitable Growth?
- Neutral Sentiment: Operational/revenue upside is offset by insider selling and execution risk: commentary shows the stock is rebounding, but insiders hold ~25% and have been selling into gains — a potential cap on rallies until demonstrating reliable data‑center builds and cash‑flow progress. CoreWeave Is Rebounding, But Insider Selling Threatens Upside
- Negative Sentiment: Regulatory / litigation risk intensified: Hagens Berman has opened an investigation alleging CoreWeave misled investors about its ability to scale and meet guidance, flagging alleged Denton, TX completion failures — this kind of probe increases short‑term downside and volatility. CRWV Investor Alert: Hagens Berman Investigating Claims Against CoreWeave, Inc.
- Negative Sentiment: Multiple class‑action filings and law‑firm notices: Several firms (e.g., Pomerantz, Levi & Korsinsky, and others) have filed suits or issued deadline alerts for a lead‑plaintiff motion (March 13, 2026), amplifying legal uncertainty and potential settlement/defense costs. Expect continued headline risk and selling pressure until these matters are clarified. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc.
Insiders Place Their Bets
In other news, insider Brian M. Venturo sold 154,479 shares of the stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $78.11, for a total value of $12,066,354.69. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Brannin Mcbee sold 35,335 shares of the firm’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $95.29, for a total value of $3,367,072.15. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 7,924,520 shares of company stock valued at $886,411,926.
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.
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