Blair William & Co. IL Increases Stock Position in CoreWeave Inc. $CRWV

Blair William & Co. IL lifted its position in shares of CoreWeave Inc. (NASDAQ:CRWV) by 294.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,670 shares of the company’s stock after purchasing an additional 10,954 shares during the period. Blair William & Co. IL’s holdings in CoreWeave were worth $2,008,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Family Legacy Financial Solutions LLC grew its position in CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares in the last quarter. HighMark Wealth Management LLC bought a new position in shares of CoreWeave during the 3rd quarter worth approximately $27,000. OLD Second National Bank of Aurora bought a new position in shares of CoreWeave during the 3rd quarter worth approximately $27,000. Princeton Global Asset Management LLC purchased a new position in shares of CoreWeave in the 3rd quarter worth approximately $28,000. Finally, Aspect Partners LLC purchased a new position in shares of CoreWeave in the 3rd quarter worth approximately $28,000.

Insider Buying and Selling

In other CoreWeave news, CEO Michael N. Intrator sold 32,456 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $99.95, for a total transaction of $3,243,977.20. Following the completion of the transaction, the chief executive officer owned 5,731,412 shares in the company, valued at $572,854,629.40. This trade represents a 0.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Nitin Agrawal sold 3,920 shares of CoreWeave stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $73.20, for a total transaction of $286,944.00. Following the completion of the transaction, the chief financial officer owned 169,185 shares of the company’s stock, valued at $12,384,342. The trade was a 2.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 4,606,943 shares of company stock worth $387,628,003 in the last quarter.

Analysts Set New Price Targets

A number of brokerages recently commented on CRWV. Citizens Jmp reaffirmed a “market outperform” rating and set a $180.00 price target on shares of CoreWeave in a research report on Friday, February 27th. Cantor Fitzgerald reissued an “overweight” rating and issued a $131.00 price objective on shares of CoreWeave in a research report on Friday, February 27th. HC Wainwright restated a “buy” rating and issued a $180.00 price objective on shares of CoreWeave in a research note on Monday, March 2nd. Jefferies Financial Group decreased their target price on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a research report on Monday, January 5th. Finally, DA Davidson lifted their target price on CoreWeave from $110.00 to $125.00 and gave the stock a “buy” rating in a research note on Friday, February 27th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $122.35.

CoreWeave Price Performance

Shares of NASDAQ CRWV opened at $79.86 on Friday. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 4.46. The stock has a fifty day simple moving average of $88.86 and a two-hundred day simple moving average of $98.28. CoreWeave Inc. has a 1-year low of $33.51 and a 1-year high of $187.00. The firm has a market cap of $33.46 billion and a price-to-earnings ratio of -24.96.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share (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. The business’s revenue for the quarter was up 110.4% compared to the same quarter last year.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Company rolled out flexible capacity offerings (Flex Reservations and Spot) aimed at lowering customer costs and increasing addressable demand — a product change investors see as revenue/cost-match enabling for production AI workloads. CoreWeave Introduces Flexible Capacity Plans to Accelerate AI Innovation
• Positive Sentiment: Partnership with PhysicsX to train and deploy large physics models highlights expansion into industrial AI and heavy-simulation workloads that require large-scale GPU capacity — supports diversification of demand beyond hyperscaler customers. CoreWeave PhysicsX Deal Highlights Industrial AI And Heavy Compute Potential
• Neutral Sentiment: Short-interest data in the feed is inconsistent/zeroed out (appears to be a reporting artifact) — no clear signal from short-interest stats as published.
• Neutral Sentiment: Analyst/independent pieces are revisiting CoreWeave’s large stated backlog vs. realistic addressable market; these deep-dive takes can influence medium-term expectations but are discussion-focused rather than immediate catalysts. CoreWeave’s $66B Backlog Meets A $30B Reality
• Negative Sentiment: Multiple securities class actions and a wave of law-firm “lead plaintiff” reminders citing alleged misstatements about demand/operations — these suits increase legal and reputational risk and are likely a primary driver of investor concern. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc. and Certain Officers – CRWV
• Negative Sentiment: Hagens Berman and other firms flagged CoreWeave’s large Q4 loss (~$452M) and “soft guidance,” calling attention to execution/forecast risk amid the litigation — this amplifies downside risk to near-term earnings expectations. CRWV Alert: Hagens Berman Analyzes CoreWeave (CRWV) $452M Q4 Loss and Soft Guidance Amid Ongoing Securities Fraud Litigation
• Negative Sentiment: Large insider stock sales disclosed (Brannin Mcbee sold large blocks on March 9) — significant insider selling is often read negatively by the market even if sales are for diversification or tax reasons. SEC Form 4 — Insider Sales
• Negative Sentiment: Technical/market commentary warns of bearish patterns and persistent risks — such headlines can accelerate short-term selling pressure as momentum traders respond. CoreWeave stock price forms dreadful patterns as key risks persist

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.