CoreWeave Inc. $CRWV Shares Purchased by Renaissance Capital LLC

Renaissance Capital LLC boosted its position in CoreWeave Inc. (NASDAQ:CRWV) by 49.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 47,162 shares of the company’s stock after purchasing an additional 15,697 shares during the quarter. CoreWeave comprises 3.6% of Renaissance Capital LLC’s holdings, making the stock its 11th biggest position. Renaissance Capital LLC’s holdings in CoreWeave were worth $6,454,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Costello Asset Management INC grew its stake in shares of CoreWeave by 33.3% in 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 in the last quarter. Family Legacy Financial Solutions LLC lifted its holdings in CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares during the period. Chelsea Counsel Co. acquired a new position in CoreWeave during the 2nd quarter valued at about $33,000. Princeton Global Asset Management LLC acquired a new position in shares of CoreWeave during the third quarter valued at approximately $28,000. Finally, Archer Investment Corp bought a new stake in shares of CoreWeave in the 2nd quarter worth $34,000.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, CFO Nitin Agrawal sold 36,317 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $69.18, for a total value of $2,512,410.06. Following the sale, the chief financial officer owned 167,075 shares of the company’s stock, valued at $11,558,248.50. The trade was a 17.86% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $79.36, for a total transaction of $22,320,000.00. The SEC filing for this sale provides additional information. Insiders have sold 16,587,398 shares of company stock worth $2,182,582,391 over the last three months.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on CRWV shares. Compass Point assumed coverage on CoreWeave in a research report on Thursday, November 13th. They set a “buy” rating and a $150.00 price objective for the company. Mizuho set a $92.00 target price on shares of CoreWeave in a research report on Tuesday, December 16th. Melius upgraded CoreWeave from a “hold” rating to a “buy” rating and set a $165.00 price target for the company in a report on Tuesday, September 23rd. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $110.00 price objective on shares of CoreWeave in a report on Tuesday, November 11th. Finally, Macquarie reduced their price target on CoreWeave from $140.00 to $115.00 and set a “neutral” rating for the company in a research report on Tuesday, November 11th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $127.70.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Q3 2025 adjusted EBITDA was reported at about $838M with margins above 60%, supporting a high-profitability thesis and suggesting CoreWeave’s AI-optimized infrastructure and contracted demand can sustain cash generation. Can CoreWeave Maintain More Than 60% EBITDA Margins Amid Rising CapEx?
• Positive Sentiment: Investor write-ups argue the selloff may have overshot fundamentals because demand for “agentic” AI compute creates a durable revenue floor for CoreWeave’s GPU capacity — a constructive long-term demand argument. CoreWeave Selloff Ignores Agentic AI Compute Floor
• Neutral Sentiment: Comparisons with peers (e.g., Nebius) show CoreWeave’s scale and backlog strengths, but analysts flag rising leverage, supply delays and softer guidance as mixed signals for near-term growth execution. CoreWeave vs. Nebius
• Negative Sentiment: Multiple law firms have opened investigations into CoreWeave (Schall Law Firm), signaling potential securities litigation or disclosure-related claims that increase headline and legal-risk for the stock. CRWV Investors Have Opportunity to Join CoreWeave, Inc. Fraud Investigation with the Schall Law Firm
• Negative Sentiment: Additional firms (Pomerantz; Kessler Topaz Meltzer & Check) are soliciting investors, increasing the likelihood of class-action filings and prolonging uncertainty. This legal overhang can pressure the share price until resolved. Pomerantz Law Firm Investigates Claims
• Negative Sentiment: Insider selling: Brian Venturo sold 281,250 shares (~$22.3M at ~$79.36 avg), which investors often interpret as a negative signal on near-term insider conviction. SEC Form 4 — Brian Venturo

CoreWeave Trading Down 1.4%

CoreWeave stock opened at $73.90 on Wednesday. The business’s 50-day simple moving average is $90.62 and its 200-day simple moving average is $114.45. CoreWeave Inc. has a 52 week low of $33.51 and a 52 week high of $187.00. The firm has a market capitalization of $28.55 billion and a PE ratio of -50.97. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

CoreWeave (NASDAQ:CRWV) last released 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 firm had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the business earned ($1.82) earnings per share. The firm’s quarterly revenue was up 133.7% compared to the same quarter last year.

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.