AGP Franklin LLC Acquires 18,602 Shares of CoreWeave Inc. $CRWV

AGP Franklin LLC raised its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV) by 141.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,774 shares of the company’s stock after purchasing an additional 18,602 shares during the quarter. CoreWeave makes up 2.1% of AGP Franklin LLC’s holdings, making the stock its 12th biggest position. AGP Franklin LLC’s holdings in CoreWeave were worth $4,348,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Costello Asset Management INC increased its stake in shares of CoreWeave by 33.3% during the second quarter. Costello Asset Management INC now owns 400 shares of the company’s stock worth $65,000 after purchasing an additional 100 shares during the period. Chilton Capital Management LLC increased its position in 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 buying an additional 121 shares during the period. Family Legacy Financial Solutions LLC increased its position in CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after buying an additional 125 shares during the period. CoreCap Advisors LLC lifted its holdings in shares of CoreWeave by 29.6% during the third quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock worth $88,000 after buying an additional 147 shares in the last quarter. Finally, Chelsea Counsel Co. bought a new stake in shares of CoreWeave in the second quarter valued at about $33,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Nvidia committed another $2 billion and expanded its AI-infrastructure partnership with CoreWeave, buying stock at $87.20 to accelerate a multi‑GW AI data‑center buildout — a clear signal of commercial validation for CoreWeave’s growth story. Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Sell‑side momentum: DA Davidson upgraded CRWV to Buy (raised price target), and other outlets highlighted renewed investor interest — reinforcing demand from growth‑oriented funds. DA Davidson upgrades CoreWeave to Buy
• Positive Sentiment: Heavy trading and AI‑leadership rotation: volume surged well above average as the Nvidia news refocused investors on AI infrastructure leaders, adding liquidity and upward price pressure. Stock Market Today, Jan. 27: Nvidia’s $2 Billion Bet Lifts CoreWeave
• Neutral Sentiment: Analyst mix: Macquarie reaffirmed a “neutral” rating with a $115 target and Needham kept a hold — signaling that while growth expectations are strong, some analysts still see execution and valuation questions. Macquarie reaffirms neutral on CoreWeave
• Negative Sentiment: Widespread securities‑fraud litigation notices and multiple class‑action filings allege the company misled investors about its ability to scale and meet revenue guidance — a material legal overhang that can pressure sentiment and increase costs. Hagens Berman investigating claims against CoreWeave
• Negative Sentiment: Additional law firms (Pomerantz, Berger Montague, Rosen, BFA and others) have announced suits or investor alerts, amplifying the legal risk and the March 13 deadlines for lead‑plaintiff action. Pomerantz files class action against CoreWeave
• Negative Sentiment: Insider selling was reported (~$25.8M), and critical commentary (including a Seeking Alpha piece arguing valuation/execution concerns) add to short‑term caution for some investors. Insider selling: CoreWeave insider sells $25.8M CoreWeave: A $100B+ Problem (Seeking Alpha)

CoreWeave Trading Up 10.7%

Shares of CoreWeave stock opened at $108.86 on Wednesday. The firm’s 50 day moving average is $81.66 and its 200 day moving average is $104.24. The firm has a market capitalization of $42.06 billion and a PE ratio of -75.08. 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.

CoreWeave (NASDAQ:CRWV) last posted its earnings results on Monday, November 10th. The company reported ($0.22) earnings per share 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 the consensus estimate of $1.28 billion. The business’s quarterly revenue was up 133.7% compared to the same quarter last year. During the same period in the previous year, the firm posted ($1.82) EPS.

Insider Activity

In related news, major shareholder Magnetar Financial Llc sold 331,324 shares of the firm’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $135.65, for a total transaction of $44,944,100.60. Following the completion of the transaction, the insider directly owned 299,543 shares of the company’s stock, valued at $40,633,007.95. This trade represents a 52.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Michael N. Intrator sold 111,427 shares of the stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $72.39, for a total value of $8,066,200.53. Following the completion of the sale, the chief executive officer directly owned 5,922,620 shares of the company’s stock, valued at approximately $428,738,461.80. The trade was a 1.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 4,670,633 shares of company stock valued at $424,518,081 over the last quarter.

Analysts Set New Price Targets

A number of research firms recently commented on CRWV. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $174.00 price target on shares of CoreWeave in a research report on Wednesday, November 5th. Compass Point started coverage on shares of CoreWeave in a report on Thursday, November 13th. They set a “buy” rating and a $150.00 target price on the stock. Barclays dropped their price target on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Jefferies Financial Group lowered their price objective on CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Finally, Melius Research set a $140.00 price objective on CoreWeave in a report on Tuesday, November 11th. Eighteen 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, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $127.27.

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.