12,216 Shares in CoreWeave Inc. $CRWV Bought by IronBridge Private Wealth LLC

IronBridge Private Wealth LLC acquired a new stake in shares of CoreWeave Inc. (NASDAQ:CRWV) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 12,216 shares of the company’s stock, valued at approximately $1,672,000.

A number of other large investors have also recently made changes to their positions in the business. Voya Investment Management LLC bought a new position in shares of CoreWeave in the 3rd quarter valued at about $110,562,000. Munro Partners boosted its holdings in shares of CoreWeave by 5,272.4% in the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock worth $84,366,000 after purchasing an additional 605,010 shares during the period. Geode Capital Management LLC raised its holdings in CoreWeave by 142.6% during the 2nd quarter. Geode Capital Management LLC now owns 716,178 shares of the company’s stock valued at $116,809,000 after buying an additional 420,915 shares during the period. Lmdagg L.L.C. bought a new stake in CoreWeave in the second quarter worth $48,030,000. Finally, Sivia Capital Partners LLC bought a new position in CoreWeave during the second quarter valued at $39,824,000.

CoreWeave Trading Down 2.4%

Shares of NASDAQ:CRWV opened at $91.79 on Friday. 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 company has a market capitalization of $35.47 billion and a PE ratio of -63.30. CoreWeave Inc. has a 12-month low of $33.51 and a 12-month high of $187.00. The business’s fifty day simple moving average is $80.21 and its 200-day simple moving average is $105.76.

CoreWeave (NASDAQ:CRWV) last announced its earnings results on Monday, November 10th. The company reported ($0.22) EPS for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.14. The firm had revenue of $1.36 billion during the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the prior year, the firm posted ($1.82) earnings per share. The business’s revenue for the quarter was up 133.7% compared to the same quarter last year.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 804,514 shares of the stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $138.48, for a total value of $111,409,098.72. Following the completion of the sale, the insider directly owned 302,294 shares in the company, valued at approximately $41,861,673.12. This trade represents a 72.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $137.80, for a total value of $38,756,250.00. The disclosure for this sale is available in the SEC filing. Insiders sold 7,924,520 shares of company stock worth $886,411,926 over the last ninety days.

Wall Street Analyst Weigh In

CRWV has been the subject of several analyst reports. Wells Fargo & Company lowered their target price on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. Loop Capital dropped their target price on CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. Morgan Stanley upped their target price on CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 11th. The Goldman Sachs Group assumed coverage on CoreWeave in a research note on Monday, January 12th. They set a “neutral” rating and a $86.00 price target for the company. Finally, DA Davidson set a $68.00 price objective on CoreWeave and gave the company a “neutral” rating in a report on Monday, January 5th. Sixteen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $122.43.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Large commercial backlog supports long-term revenue visibility — Zacks notes CoreWeave reported a $55.6B backlog (Q3 2025) driven by AI cloud demand, which underpins long-term contract revenue potential and positive upside if execution improves. Can CoreWeave Convert Its $55B Backlog Into Profitable Growth?
• Positive Sentiment: High-profile media support: Jim Cramer has put CRWV back on his radar, a short-term sentiment boost that can attract retail inflows and help stabilize the stock if fundamentals and execution signs follow. “CoreWeave (CRWV)’s Stock is Coming Back,” Says Jim Cramer
• Neutral Sentiment: Analyst/market positioning is mixed — coverage notes a rebound underway but flags limited upside due to execution risk, negative cash flow, and likely dilution over time; this suggests range-bound trading until clear capacity and profit progress. CoreWeave Is Rebounding, But Insider Selling Threatens Upside
• Negative Sentiment: Multiple securities lawsuits and law-firm alerts allege CoreWeave misled investors about data-center timing and infrastructure risks (Denton TX cited); Hagens Berman highlights alleged market cap loss and execution transparency concerns — these actions increase legal risk and near-term selling pressure. CRWV Investor Alert: Hagens Berman Investigating Claims Against CoreWeave, Inc.
• Negative Sentiment: New fraud/class-action alert filed and publicized by Bleichmar Fonti & Auld and others, with a March 13, 2026 lead-plaintiff deadline — continued headlines from multiple firms amplify investor concern and volatility. CRWV FRAUD ALERT: CoreWeave, Inc. Faces Securities Fraud Class Action
• Negative Sentiment: Material insider selling: director/officer Brannin McBee disclosed sales totaling ~166.7k shares across filings (~$16M at ~ $95.29 avg), which can signal profit-taking and add selling pressure as insiders still control significant stock. SEC Form 4 – Insider Sale

CoreWeave Company 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.