Mitsubishi UFJ Asset Management Co. Ltd. Has $12.03 Million Stake in CoreWeave Inc. $CRWV

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV) by 93.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 87,939 shares of the company’s stock after purchasing an additional 42,439 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in CoreWeave were worth $12,034,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Chilton Capital Management LLC lifted its holdings in CoreWeave by 50.2% during the 3rd quarter. Chilton Capital Management LLC now owns 362 shares of the company’s stock valued at $50,000 after purchasing an additional 121 shares during the last quarter. Family Legacy Financial Solutions LLC raised its position in shares of CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares during the period. CoreCap Advisors LLC lifted its stake in shares of CoreWeave by 29.6% during the 3rd quarter. CoreCap Advisors LLC now owns 644 shares of the company’s stock worth $88,000 after buying an additional 147 shares during the last quarter. Pittenger & Anderson Inc. boosted its holdings in shares of CoreWeave by 36.0% during the 3rd quarter. Pittenger & Anderson Inc. now owns 680 shares of the company’s stock worth $93,000 after buying an additional 180 shares during the period. Finally, HighMark Wealth Management LLC acquired a new position in CoreWeave in the 3rd quarter valued at about $27,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Very large contracted backlog and rapid revenue growth support the long‑term AI infrastructure thesis — CoreWeave reported Q4 revenue of $1.57B, 2025 revenue of $5.13B (up ~110% YoY) and a backlog near $66.8B, underscoring strong customer demand. CoreWeave (CRWV) Is Down 12.4% After Massive 2026 Capex Plan And Ongoing Losses – Has The Bull Case Changed?
• Positive Sentiment: Bullish analyst and institutional interest: HC Wainwright reaffirmed a Buy with a $180 PT, and Ark (Cathie Wood) purchased shares — both can attract buy‑the‑dip flows. Benzinga HC Wainwright Buy Rating
• Positive Sentiment: Coverage mostly still favorable — several firms (Cantor Fitzgerald, Citizens JMP) reiterated positive ratings, leaving upside potential if growth converts to profitability. CoreWeave’s (CRWV) Overweight Rating Reiterated at Cantor Fitzgerald
• Neutral Sentiment: Mixed analyst moves — some price‑target changes and reiterations (Needham Hold; Mizuho cut PT to $95 while others adjusted targets), creating dispersion in buy/sell signals. Mizuho Cuts CoreWeave Price Target
• Neutral Sentiment: Short‑interest report in the feed appears erroneous (shows 0 shares and 0 days) — no clear short squeeze/covering signal from that data. (Data item flagged in reports.)
• Negative Sentiment: Earnings miss and widening losses: Q4 net loss ~$452M and FY loss ~$1.17B; EPS missed estimates, fueling the selloff and concern about near‑term profitability. Is CoreWeave Stock a Buy, Sell, or Hold After Earnings?
• Negative Sentiment: Massive $30–$35 billion 2026 capex plan raises questions about funding, dilution and leverage — investors fear execution risk and heavy near‑term cash burn. CoreWeave (CRWV) Is Down 12.4% After Massive 2026 Capex Plan And Ongoing Losses – Has The Bull Case Changed?
• Negative Sentiment: Multiple securities‑fraud class actions and a flurry of plaintiff‑law firm alerts (lead‑plaintiff deadline March 13) amplify legal risk and potential settlement costs — a key short‑term overhang. COREWEAVE DEADLINE ALERT: ROSEN…
• Negative Sentiment: Recent coverage warns of further downside and highlights the stock’s steep intra‑session drops (~18% in some reports), increasing volatility and investor caution. CoreWeave (CRWV) Shares Plunge 18.5% Following Disappointing Q4 Earnings Report

CoreWeave Price Performance

CoreWeave stock opened at $78.05 on Tuesday. The firm has a market cap of $30.16 billion and a PE ratio of -24.39. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.49 and a quick ratio of 0.49. The stock’s fifty day moving average price is $88.74 and its two-hundred day moving average price is $99.33. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00.

CoreWeave (NASDAQ:CRWV) last released its 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 35.39%. The company had revenue of $1.57 billion for the quarter. The firm’s quarterly revenue was up 110.4% compared to the same quarter last year.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, insider Kristen J. Mcveety sold 2,671 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $97.92, for a total transaction of $261,544.32. Following the sale, the insider directly owned 120,079 shares in the company, valued at $11,758,135.68. This represents a 2.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Chen Goldberg sold 18,950 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $90.84, for a total transaction of $1,721,418.00. Following the completion of the transaction, the executive vice president directly owned 58,689 shares in the company, valued at approximately $5,331,308.76. This represents a 24.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,418,620 shares of company stock valued at $379,199,479 over the last three months.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Bank of America cut their price objective on shares of CoreWeave from $168.00 to $140.00 and set a “neutral” rating for the company in a research report on Tuesday, November 11th. Citizens Jmp reissued a “market outperform” rating and set a $180.00 price target on shares of CoreWeave in a report on Friday. Wells Fargo & Company decreased their price objective on CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Stifel Nicolaus set a $120.00 price objective on CoreWeave in a research report on Tuesday, November 11th. Finally, Melius Research set a $140.00 target price on shares of CoreWeave in a research report on Tuesday, November 11th. Seventeen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $124.34.

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.