CoreWeave Inc. $CRWV Shares Bought by Strengthening Families & Communities LLC

Strengthening Families & Communities LLC grew its position in shares of CoreWeave Inc. (NASDAQ:CRWV) by 109.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,074 shares of the company’s stock after purchasing an additional 4,219 shares during the period. Strengthening Families & Communities LLC’s holdings in CoreWeave were worth $578,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. AE Wealth Management LLC acquired a new stake in shares of CoreWeave in the third quarter worth approximately $4,241,000. Vanguard Group Inc. boosted its position in shares of CoreWeave by 275.6% in the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after acquiring an additional 20,487,478 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank boosted its position in shares of CoreWeave by 6,022.0% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 112,768 shares of the company’s stock worth $8,075,000 after acquiring an additional 110,926 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its position in shares of CoreWeave by 67.2% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 66,947 shares of the company’s stock worth $4,794,000 after acquiring an additional 26,907 shares during the last quarter. Finally, Hidden Lake Asset Management LP acquired a new stake in shares of CoreWeave in the third quarter worth approximately $14,814,000.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on CRWV. Weiss Ratings reissued a “sell (e+)” rating on shares of CoreWeave in a research report on Monday. Roth Mkm restated a “buy” rating on shares of CoreWeave in a report on Monday, February 23rd. Macquarie Infrastructure restated a “neutral” rating and issued a $115.00 price target on shares of CoreWeave in a report on Tuesday, January 27th. Wolfe Research initiated coverage on shares of CoreWeave in a report on Thursday, April 16th. They issued an “outperform” rating and a $150.00 price target on the stock. Finally, Bank of America upgraded shares of CoreWeave from a “neutral” rating to a “buy” rating and set a $100.00 price target on the stock in a report on Tuesday, March 24th. Twenty equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $127.94.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Record bookings and GPU financing — CoreWeave reported its strongest bookings and has drawn large customer orders tied to a $3.1 billion GPU‑backed loan, supporting material revenue backlog and long‑term demand for GPU capacity. CoreWeave Reports ‘Strongest’ Bookings
• Positive Sentiment: Product momentum — expansion of SUNK (SUNK Anywhere and SUNK self‑service) aims to simplify large‑scale AI training across multi‑cloud and on‑premises, which could boost customer stickiness and monetization over time. CoreWeave Expands SUNK Capabilities
• Neutral Sentiment: Top‑line beat, but profits lag — Q1 revenue (~$2.08B) exceeded estimates and shows strong demand, yet the company reported a wider operating loss as expenses ramp, leaving the market to focus on guidance and margin trajectory. Q1 Press Release / Slide Deck
• Negative Sentiment: Weaker guidance and bigger capex — management set Q2 revenue below street expectations ($2.5B–$2.6B vs. ~ $2.7B consensus) and raised the lower end of 2026 capex to ~$31B (upper end ~$35B), signaling heavier near‑term spending and pressuring near‑term profitability. Why CoreWeave stock is falling
• Negative Sentiment: Margin pressure — WSJ and filings note a $740M Q1 loss and rising operating expenses that outpaced revenue growth, raising near‑term profit concerns. WSJ: Widened Q1 Loss
• Negative Sentiment: Heavy insider and institutional selling — Multiple insiders (including CEO/other executives under 10b5‑1 plans) and major shareholder Magnetar executed large share sales in early May, increasing supply into the market and adding short‑term downward pressure. Magnetar SEC filing Insider Form 4

Insider Activity

In other news, EVP Chen Goldberg sold 19,222 shares of CoreWeave stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $125.00, for a total transaction of $2,402,750.00. Following the sale, the executive vice president owned 62,345 shares in the company, valued at $7,793,125. This trade represents a 23.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Brian M. Venturo sold 375,000 shares of CoreWeave stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $126.78, for a total transaction of $47,542,500.00. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 21,476,537 shares of company stock worth $2,337,940,601.

CoreWeave Trading Down 6.6%

NASDAQ CRWV opened at $128.84 on Friday. CoreWeave Inc. has a one year low of $50.18 and a one year high of $187.00. The company’s 50 day moving average price is $94.19 and its 200 day moving average price is $92.34. The company has a debt-to-equity ratio of 4.46, a quick ratio of 0.46 and a current ratio of 0.46. The firm has a market capitalization of $57.07 billion, a price-to-earnings ratio of -40.26 and a beta of 7.84.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) 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 business had revenue of $1.57 billion during the quarter. The business’s revenue for the quarter was up 110.4% on a year-over-year basis. On average, sell-side analysts predict that CoreWeave Inc. will post -4.15 EPS for the current year.

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.